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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	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$2.76B	-$69.6M	10	16.27%	Reduced
102	TD Asset Management Toronto, Ontario, Canada	$2.74B	-$31.4M	13	3.99%	Reduced
103	Polen Capital Management Boca Raton, Florida	$2.74B	+$39.5M	5	20.36%	Increased
104	DZ Bank Frankfurt Am Main, Germany	$2.73B	+$141M	11	10.48%	Increased
105	State of Wisconsin Investment Board Madison, Wisconsin	$2.69B	-$14.1M	12	7.39%	Reduced
106	USAA United Services Automobile Association San Antonio, Texas	$2.68B	+$4.67M	18	7.33%	Increased
107	Ruane, Cunniff & Goldfarb New York	$2.66B	+$608M	4	21.83%	Increased
108	D.E. Shaw & Co New York	$2.65B	+$402M	18	3.65%	Increased
109	Edgewood Management Greenwich, Connecticut	$2.63B	+$38.1M	4	11.43%	Increased
110	First Trust Advisors Wheaton, Illinois	$2.56B	+$78.1M	16	6.09%	Increased
111	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.47B	-$39.9M	10	9.37%	Reduced
112	BNP Paribas Financial Markets Paris, France	$2.46B	-$1.72B	19	4.37%	Reduced
113	Sanders Capital West Palm Beach, Florida	$2.46B	+$47.7M	2	13.36%	Increased
114	Coatue Management New York	$2.45B	+$305M	6	19.18%	Increased
115	Prudential plc London, England, United Kingdom	$2.41B	-$24.8M	11	7.34%	Reduced
116	Viking Global Investors Stamford, Connecticut	$2.41B	-$469M	3	14.81%	Reduced
117	Vontobel Asset Management New York	$2.41B	-$165M	5	17.16%	Reduced
118	Pictet Asset Management (UK) London, United Kingdom	$2.41B	+$107M	14	6.19%	Increased
119	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$2.4B	-$149M	2	19.46%	Reduced
120	Brown Advisory Baltimore, Maryland	$2.4B	-$48.9M	12	7.58%	Reduced
121	Canada Life Winnipeg, Manitoba, Canada	$2.29B	+$46.7M	18	5.4%	Increased
122	First Pacific Advisors El Segundo, California	$2.29B	+$20.5M	4	17.09%	Increased
123	Macquarie Group Sydney, NSW 2000, Australia	$2.22B	-$82.7M	19	3.93%	Reduced
124	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.17B	+$10.8M	12	7.27%	Increased
125	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$2.16B	+$173M	1	88.23%	Increased