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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	PNC Financial Services Group Pittsburgh, Pennsylvania	$2.59B	-$29.5M	19	2.69%	Reduced
102	Viking Global Investors Stamford, Connecticut	$2.57B	-$313M	3	16.65%	Reduced
103	Polen Capital Management Boca Raton, Florida	$2.53B	+$589M	5	20.34%	Increased
104	TD Asset Management Toronto, Ontario, Canada	$2.5B	-$20.3M	12	3.75%	Reduced
105	Vontobel Asset Management New York	$2.47B	-$351M	4	17.91%	Reduced
106	USAA United Services Automobile Association San Antonio, Texas	$2.42B	-$8.39M	18	7.08%	Reduced
107	State of Wisconsin Investment Board Madison, Wisconsin	$2.41B	+$82.2M	12	7.12%	Increased
108	DZ Bank Frankfurt Am Main, Germany	$2.4B	+$354M	11	9.94%	Increased
109	Lone Pine Capital Greenwich, Connecticut	$2.37B	-$342M	2	11.51%	Reduced
110	Credit Agricole Montrouge Cedex, France	$2.35B	-$172M	15	8.03%	Reduced
111	Barclays London, United Kingdom	$2.32B	+$99.7M	22	2.38%	Increased
112	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$2.31B	+$108M	2	19.81%	Increased
113	Edgewood Management Greenwich, Connecticut	$2.25B	-$12.1M	4	10.33%	Reduced
114	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.23B	+$94.7M	10	8.91%	Increased
115	Prudential plc London, England, United Kingdom	$2.2B	-$29.1M	10	6.94%	Reduced
116	JSP Jackson Square Partners Larkspur, California	$2.2B	-$123M	4	10.67%	Reduced
117	Macquarie Group Sydney, NSW 2000, Australia	$2.19B	-$81.8M	15	3.94%	Reduced
118	Brown Advisory Baltimore, Maryland	$2.19B	-$468M	12	7.27%	Reduced
119	First Trust Advisors Wheaton, Illinois	$2.18B	+$137M	15	5.6%	Increased
120	William Blair Investment Management Chicago, Illinois	$2.16B	-$247M	6	7.74%	Reduced
121	Sanders Capital West Palm Beach, Florida	$2.16B	+$68.7M	2	13%	Increased
122	First Pacific Advisors El Segundo, California	$2.15B	-$31.2M	4	16.54%	Reduced
123	Pictet Asset Management (UK) London, United Kingdom	$2.11B	+$453K	12	5.97%	Increased
124	D.E. Shaw & Co New York	$2.04B	+$109M	19	3.14%	Increased
125	Canada Life Winnipeg, Manitoba, Canada	$2.02B	+$6.7M	17	5.02%	Increased