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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	$3.97B	+$158M	27	2.27%	Increased
102	Mitsubishi UFJ Asset Management Tokyo, Japan	$3.87B	+$1.42B	18	12.46%	Increased
103	Fiera Capital (Canada) Montreal, Quebec, Canada	$3.82B	-$38.1B	11	13.69%	Reduced
104	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$3.8B	-$84.9M	23	6.45%	Reduced
105	DekaBank Deutsche Girozentrale Frankfurt, Germany	$3.74B	+$61.4M	20	11.06%	Increased
106	Mirae Asset Global Investments Seoul, South Korea	$3.7B	-$106M	25	9.96%	Reduced
107	Fundsmith LLP London, United Kingdom	$3.66B	-$193M	3	17.37%	Reduced
108	Generation Investment Management London, United Kingdom	$3.64B	-$167M	6	21.58%	Reduced
109	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$3.59B	+$76.8M	21	10.05%	Increased
110	Allianz Asset Management Munich, Germany	$3.53B	-$6.14B	18	7.17%	Reduced
111	APG Asset Management Amsterdam, Netherlands	$3.44B	+$26.4M	16	8.88%	Increased
112	Robeco Institutional Asset Management Rotterdam, Netherlands	$3.35B	-$63.4M	17	10.82%	Reduced
113	Artisan Partners Milwaukee, Wisconsin	$3.31B	-$40.2M	10	5.83%	Reduced
114	First Eagle Investment Management New York	$3.28B	-$104M	6	9.83%	Reduced
115	Altimeter Capital Management Boston, Massachusetts	$3.27B	-$118M	3	69.82%	Reduced
116	Skye Global Management West Palm Beach, Florida	$3.25B	-$248M	3	75.78%	Reduced
117	D.E. Shaw & Co New York	$3.21B	-$19.1M	30	3.83%	Reduced
118	Commonwealth Equity Services Waltham, Massachusetts	$3.2B	+$24.2M	27	8.25%	Increased
119	State of Wisconsin Investment Board Madison, Wisconsin	$3.18B	-$599M	27	10.1%	Reduced
120	Assenagon Asset Management Senningerberg, Luxembourg	$3.18B	+$62.2M	16	12.2%	Increased
121	Chevy Chase Trust Bethesda, Maryland	$3.08B	+$41.3M	10	13.16%	Increased
122	Fred Alger Management New York	$3.08B	-$78.3M	8	15.61%	Reduced
123	1832 Asset Management Toronto, Ontario, Canada	$3.07B	-$365M	13	5.71%	Reduced
124	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$3.05B	-$92.6M	14	8.88%	Reduced
125	JP Morgan Private Wealth Advisors San Francisco, California	$3.03B	+$192M	28	7.93%	Increased