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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
101	Barclays London, United Kingdom	$2.3B	+$492M	22	2.5%	Increased
102	Ninety One (UK) London, United Kingdom	$2.25B	+$362M	8	11.11%	Increased
103	JSP Jackson Square Partners Larkspur, California	$2.16B	-$60.5M	3	10.61%	Reduced
104	Macquarie Group Sydney, NSW 2000, Australia	$2.12B	+$667M	15	3.86%	Increased
105	USAA United Services Automobile Association San Antonio, Texas	$2.1B	-$20.3M	17	6.64%	Reduced
106	Veritas Asset Management London, United Kingdom	$2.05B	+$60.4M	5	18.54%	Increased
107	Tiger Global Management New York	$2.04B	-$216M	6	20.47%	Reduced
108	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$2.02B	-$126M	3	18.09%	Reduced
109	William Blair Investment Management Chicago, Illinois	$2.02B	+$63.1M	7	7.61%	Increased
110	Prudential plc London, England, United Kingdom	$2.01B	-$30.4M	9	6.74%	Reduced
111	Vontobel Asset Management New York	$1.97B	-$211M	3	16.82%	Reduced
112	State of New Jersey Common Pension Fund D Trenton, New Jersey	$1.96B	+$22.1M	10	8.19%	Increased
113	D.E. Shaw & Co New York	$1.96B	-$462M	19	3.44%	Reduced
114	First Pacific Advisors El Segundo, California	$1.95B	-$67.1M	4	15.62%	Reduced
115	Edgewood Management Greenwich, Connecticut	$1.94B	+$71.5M	4	10.81%	Increased
116	Panagora Asset Management Boston, Massachusetts	$1.93B	+$52.3M	15	8.04%	Increased
117	Credit Agricole Montrouge Cedex, France	$1.93B	-$275M	15	5.89%	Reduced
118	Bessemer Group Woodbridge, New Jersey	$1.88B	+$351M	13	7.84%	Increased
119	Canada Life Winnipeg, Manitoba, Canada	$1.88B	+$22.4M	15	5.08%	Increased
120	Sanders Capital West Palm Beach, Florida	$1.82B	+$280M	2	12.09%	Increased
121	First Trust Advisors Wheaton, Illinois	$1.8B	+$44.4M	13	4.98%	Increased
122	State of Wisconsin Investment Board Madison, Wisconsin	$1.78B	+$153M	12	6.86%	Increased
123	Pictet Asset Management (UK) London, United Kingdom	$1.74B	+$203M	12	5.66%	Increased
124	Chevy Chase Trust Bethesda, Maryland	$1.7B	+$45.4M	10	8.34%	Increased
125	Polen Capital Management Boca Raton, Florida	$1.69B	+$120M	4	15.75%	Increased