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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	GQG Partners Ft. Lauderdale, Florida	$3.74B	+$1.85B	6	25.83%	Increased
102	Ensign Peak Advisors Salt Lake City, Utah	$3.64B	+$3.46B	20	9.62%	New
103	Bessemer Group Woodbridge, New Jersey	$3.63B	-$125M	15	11.74%	Reduced
104	Adage Capital Partners Boston, Massachusetts	$3.6B	-$242M	13	8.83%	Reduced
105	State of Wisconsin Investment Board Madison, Wisconsin	$3.59B	-$86.1M	17	9%	Reduced
106	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$3.54B	+$249M	11	9.7%	Increased
107	D.E. Shaw & Co New York	$3.48B	-$656M	22	3.98%	Reduced
108	Canada Life Winnipeg, Manitoba, Canada	$3.39B	+$79.4M	21	7.38%	Increased
109	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$3.34B	-$346M	13	8.12%	Reduced
110	CIBC Private Wealth Group Atlanta, Georgia	$3.31B	-$33.2M	13	10.79%	Reduced
111	Vontobel Asset Management New York	$3.27B	+$111M	4	20.77%	Increased
112	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.17B	-$514M	4	3.98%	Reduced
113	First Eagle Investment Management New York	$3.16B	-$170M	5	8.66%	Reduced
114	Lone Pine Capital Greenwich, Connecticut	$3.08B	-$533M	3	16.31%	Reduced
115	Stifel Financial St. Louis, Missouri	$3.03B	+$464M	20	6.31%	Increased
116	Chevy Chase Trust Bethesda, Maryland	$3.01B	-$7.37M	13	11.4%	Reduced
117	Korea Investment Corp Seoul, South Korea	$2.93B	+$178M	12	10.69%	Increased
118	Freestone Capital Holdings Seattle, Washington	$2.92B	+$7.91M	12	60.44%	Increased
119	Egerton Capital (UK) London, United Kingdom	$2.83B	-$578M	4	20.3%	Reduced
120	Commerzbank Aktiengesellschaft Frankfurt, Germany	$2.81B	-$417M	13	27.34%	Reduced
121	Generation Investment Management London, United Kingdom	$2.71B	-$43.7M	5	17.36%	Reduced
122	Macquarie Group Sydney, NSW 2000, Australia	$2.71B	+$209M	18	3.87%	Increased
123	Pictet Asset Management (UK) London, United Kingdom	$2.7B	-$48.8M	15	4.77%	Reduced
124	Federated Hermes Pittsburgh, Pennsylvania	$2.65B	+$424M	17	5.91%	Increased
125	Hotchkis & Wiley Capital Management Los Angeles, California	$2.61B	+$148M	6	9.05%	Increased