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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	Edgewood Management Greenwich, Connecticut	$2.89B	-$48.5M	4	11.55%	Reduced
102	Susquehanna International Group Bala Cynwyd, Pennsylvania	$2.86B	+$1.49B	16	1.02%	Increased
103	DZ Bank Frankfurt Am Main, Germany	$2.85B	+$41.7M	13	11.05%	Increased
104	USAA United Services Automobile Association San Antonio, Texas	$2.83B	-$39.7M	18	7.61%	Reduced
105	State of Wisconsin Investment Board Madison, Wisconsin	$2.81B	-$82.2M	13	8.11%	Reduced
106	D.E. Shaw & Co New York	$2.78B	+$41.6M	18	3.79%	Increased
107	Ruane, Cunniff & Goldfarb New York	$2.76B	-$19.9M	4	25.32%	Reduced
108	Pictet Asset Management (UK) London, United Kingdom	$2.73B	+$169M	14	6.74%	Increased
109	Prudential plc London, England, United Kingdom	$2.64B	+$96.9M	12	8.24%	Increased
110	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.64B	-$42.3M	11	10.16%	Reduced
111	Artisan Partners Milwaukee, Wisconsin	$2.59B	-$1.18B	7	5.26%	Reduced
112	Brown Advisory Baltimore, Maryland	$2.51B	-$68.2M	13	8.11%	Reduced
113	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$2.48B	-$337M	11	15.16%	Reduced
114	Vontobel Asset Management New York	$2.47B	-$99.8M	5	17.75%	Reduced
115	Hotchkis & Wiley Capital Management Los Angeles, California	$2.47B	-$709M	4	9.79%	Reduced
116	Canada Life Winnipeg, Manitoba, Canada	$2.46B	+$10.9M	18	5.96%	Increased
117	Viking Global Investors Stamford, Connecticut	$2.43B	-$139M	4	14.63%	Reduced
118	Sanders Capital West Palm Beach, Florida	$2.42B	-$86.7M	2	13.43%	Reduced
119	Brown Brothers Harriman & Co New York	$2.36B	-$458M	10	13.61%	Reduced
120	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$2.35B	-$82.8M	2	20.19%	Reduced
121	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$2.34B	+$61.6M	1	84.33%	Increased
122	Panagora Asset Management Boston, Massachusetts	$2.33B	+$67.3M	15	9.2%	Increased
123	Raymond James & Associates St Petersburg, Florida	$2.28B	+$80M	19	4.09%	Increased
124	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.28B	-$80.1M	11	7.71%	Reduced
125	Macquarie Group Sydney, NSW 2000, Australia	$2.27B	-$23.2M	18	4.14%	Reduced