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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	Brown Advisory Baltimore, Maryland	$2.54B	-$61.1M	14	7.75%	Reduced
102	PNC Financial Services Group Pittsburgh, Pennsylvania	$2.53B	-$39.4M	17	2.72%	Reduced
103	Vontobel Asset Management New York	$2.47B	+$81.9M	4	19.08%	Increased
104	TD Asset Management Toronto, Ontario, Canada	$2.41B	-$110M	12	3.8%	Reduced
105	LPU Lansdowne Partners (UK) London, United Kingdom	$2.38B	-$177M	3	20.74%	Reduced
106	Credit Agricole Montrouge Cedex, France	$2.36B	+$227M	15	7.73%	Increased
107	Lone Pine Capital Greenwich, Connecticut	$2.31B	+$884M	2	11.75%	Increased
108	USAA United Services Automobile Association San Antonio, Texas	$2.31B	+$15.8M	17	7.03%	Increased
109	State of Wisconsin Investment Board Madison, Wisconsin	$2.25B	+$364M	12	7.25%	Increased
110	Edgewood Management Greenwich, Connecticut	$2.22B	+$99.3M	4	10.88%	Increased
111	JSP Jackson Square Partners Larkspur, California	$2.17B	-$150M	4	11.11%	Reduced
112	Macquarie Group Sydney, NSW 2000, Australia	$2.17B	-$201M	14	3.96%	Reduced
113	First Pacific Advisors El Segundo, California	$2.15B	+$16.4M	4	16.3%	Increased
114	William Blair Investment Management Chicago, Illinois	$2.12B	-$215M	7	7.72%	Reduced
115	Barclays London, United Kingdom	$2.12B	-$325M	22	2.27%	Reduced
116	Prudential plc London, England, United Kingdom	$2.1B	-$36.6M	10	6.89%	Reduced
117	Veritas Asset Management London, United Kingdom	$2.1B	-$151M	4	16.38%	Reduced
118	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$2.08B	-$78.3M	3	18.42%	Reduced
119	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.04B	-$74.7M	10	8.36%	Reduced
120	Bessemer Group Woodbridge, New Jersey	$2.01B	-$28.2M	14	8.09%	Reduced
121	First Trust Advisors Wheaton, Illinois	$1.97B	+$138M	14	5.26%	Increased
122	Sanders Capital West Palm Beach, Florida	$1.96B	+$49.7M	2	12.58%	Increased
123	Pictet Asset Management (UK) London, United Kingdom	$1.95B	+$39.1M	13	6%	Increased
124	Canada Life Winnipeg, Manitoba, Canada	$1.94B	-$48.3M	17	5.17%	Reduced
125	Citadel Advisors Miami, Florida	$1.94B	+$259M	22	1.64%	Increased