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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	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$3.21B	+$112M	3	27.51%	Increased
102	D.E. Shaw & Co New York	$3.11B	-$650M	23	4.02%	Reduced
103	USAA United Services Automobile Association San Antonio, Texas	$3.1B	-$39.2M	20	7.98%	Reduced
104	Raymond James & Associates St Petersburg, Florida	$3.05B	+$151M	20	4.63%	Increased
105	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$3.03B	+$28.1M	12	11.14%	Increased
106	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.99B	-$65.9M	11	11.18%	Reduced
107	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$2.95B	-$176M	14	7.48%	Reduced
108	Sanders Capital West Palm Beach, Florida	$2.85B	+$156M	2	13.67%	Increased
109	Pictet Asset Management (UK) London, United Kingdom	$2.82B	-$74.2M	13	6.23%	Reduced
110	State Farm Mutual Automobile Insurance Bloomington, Illinois	$2.81B	+$416M	4	3.58%	Increased
111	Chevy Chase Trust Bethesda, Maryland	$2.79B	+$30.9M	12	11.53%	Increased
112	Edgewood Management Greenwich, Connecticut	$2.75B	+$12.2M	3	9.61%	Increased
113	Ruane, Cunniff & Goldfarb New York	$2.74B	-$65.7M	5	27.99%	Reduced
114	Bessemer Group Woodbridge, New Jersey	$2.72B	+$186M	16	10.43%	Increased
115	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$2.7B	-$162M	5	4.86%	Reduced
116	Renaissance Technologies New York	$2.67B	+$338M	20	2.43%	Increased
117	Citigroup New York	$2.6B	+$13.6M	24	2.5%	Increased
118	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$2.58B	+$89.8M	11	9.94%	Increased
119	CIBC Private Wealth Group Atlanta, Georgia	$2.57B	-$5.36M	14	9.91%	Reduced
120	Commerzbank Aktiengesellschaft Frankfurt, Germany	$2.51B	-$43.3M	14	22.9%	Reduced
121	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$2.5B	-$276M	1	83.85%	Reduced
122	Prudential plc London, England, United Kingdom	$2.49B	-$213M	12	8.96%	Reduced
123	Harding Loevner Bridgewater, New Jersey	$2.41B	+$570M	5	11.34%	Increased
124	Egerton Capital (UK) London, United Kingdom	$2.4B	+$197M	3	16.93%	Increased
125	Los Angeles Capital Management Los Angeles, California	$2.39B	-$96.9M	18	13.29%	Reduced