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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	Envestnet Asset Management Chicago, Illinois	$4.13B	+$180M	25	2.31%	Increased
102	BNP Paribas Financial Markets Paris, France	$4.07B	+$888M	24	6.36%	Increased
103	Parnassus Investments San Francisco, California	$4.05B	-$68.3M	2	9.68%	Reduced
104	State of Wisconsin Investment Board Madison, Wisconsin	$3.97B	-$283M	27	10.38%	Reduced
105	Generation Investment Management London, United Kingdom	$3.95B	+$1.13B	6	21.51%	Increased
106	DekaBank Deutsche Girozentrale Frankfurt, Germany	$3.91B	+$76.6M	23	11.38%	Increased
107	ProShare Advisors Bethesda, Maryland	$3.89B	-$1.95B	24	12.9%	Reduced
108	First Eagle Investment Management New York	$3.85B	-$528M	5	10.86%	Reduced
109	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$3.76B	+$239M	21	9.62%	Increased
110	Artisan Partners Milwaukee, Wisconsin	$3.76B	-$108M	8	6.35%	Reduced
111	Magellan Asset Management Sydney, Australia	$3.74B	-$780M	5	20.4%	Reduced
112	Mirae Asset Global Investments Seoul, South Korea	$3.71B	+$512M	27	9.43%	Increased
113	Robeco Institutional Asset Management Rotterdam, Netherlands	$3.7B	-$351M	17	11.5%	Reduced
114	Winslow Capital Management Minneapolis, Minnesota	$3.69B	-$1.34B	4	19.74%	Reduced
115	1832 Asset Management Toronto, Ontario, Canada	$3.69B	-$221M	14	6.46%	Reduced
116	GQG Partners Ft. Lauderdale, Florida	$3.64B	+$1.65B	3	8.92%	Increased
117	Skye Global Management West Palm Beach, Florida	$3.56B	+$103M	3	76.97%	Increased
118	D.E. Shaw & Co New York	$3.46B	-$80.7M	32	4.06%	Reduced
119	Ninety One (UK) London, United Kingdom	$3.41B	-$932M	5	10.14%	Reduced
120	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$3.41B	-$396M	22	4.74%	Reduced
121	Fred Alger Management New York	$3.4B	-$600M	9	15.88%	Reduced
122	APG Asset Management Amsterdam, Netherlands	$3.39B	-$636M	16	7.95%	Reduced
123	Assenagon Asset Management Senningerberg, Luxembourg	$3.39B	-$1.45B	18	12.58%	Reduced
124	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$3.39B	-$68.2M	14	9.34%	Reduced
125	Fundsmith LLP London, United Kingdom	$3.34B	+$2.63M	3	14.72%	Increased