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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	Stifel Financial St. Louis, Missouri	$5.46B	+$50.2M	26	7.45%	Increased
102	Aberdeen Group Edinburgh, United Kingdom	$5.45B	-$415M	18	13.95%	Reduced
103	State Farm Mutual Automobile Insurance Bloomington, Illinois	$5.45B	+$5.7M	6	5.47%	Increased
104	Russell Investments Group London, United Kingdom	$5.44B	-$312M	26	9.47%	Reduced
105	Ninety One (UK) London, United Kingdom	$5.33B	-$202M	6	13.59%	Reduced
106	Fundsmith LLP London, United Kingdom	$5.25B	-$1.27B	3	18.04%	Reduced
107	First Eagle Investment Management New York	$5.23B	+$63.1M	6	12.81%	Increased
108	Victory Capital Management San Antonio, Texas	$5.22B	+$92.6M	26	5.23%	Increased
109	Envestnet Asset Management Chicago, Illinois	$5.11B	+$249M	24	2.57%	Increased
110	Fred Alger Management New York	$5.1B	-$160M	11	16.31%	Reduced
111	Robeco Institutional Asset Management Rotterdam, Netherlands	$5.1B	+$94M	17	12.01%	Increased
112	Parnassus Investments San Francisco, California	$5.07B	+$352M	3	10.28%	Increased
113	DekaBank Deutsche Girozentrale Frankfurt, Germany	$5B	+$236M	22	12.19%	Increased
114	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$4.91B	+$182M	24	5.56%	Increased
115	APG Asset Management Amsterdam, Netherlands	$4.9B	-$756M	17	9.26%	Reduced
116	1832 Asset Management Toronto, Ontario, Canada	$4.88B	+$443M	16	6.94%	Increased
117	Artisan Partners Milwaukee, Wisconsin	$4.87B	-$232M	8	6.43%	Reduced
118	D.E. Shaw & Co New York	$4.8B	+$53.1M	32	4.49%	Increased
119	Silver Lake Group Menlo Park, California	$4.79B	$0	2	26.35%	Maintained
120	Skye Global Management West Palm Beach, Florida	$4.73B	+$747M	3	77.07%	Increased
121	Egerton Capital (UK) London, United Kingdom	$4.73B	+$35.6M	3	24.92%	Increased
122	Mirae Asset Global Investments Seoul, South Korea	$4.69B	+$747M	20	9.84%	Increased
123	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$4.67B	-$149M	22	10.65%	Reduced
124	Susquehanna International Group Bala Cynwyd, Pennsylvania	$4.65B	+$1.46B	39	0.8%	Increased
125	Altimeter Capital Management Boston, Massachusetts	$4.6B	+$33M	4	66.38%	Increased