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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
126	STRS Ohio Columbus, Ohio	$1.22B	+$191M	10	5.4%	Increased
127	USAA United Services Automobile Association San Antonio, Texas	$1.22B	+$24.2M	10	4.41%	Increased
128	Vontobel Asset Management New York	$1.2B	+$137M	4	9.37%	Increased
129	Axa Paris, France	$1.2B	-$40.3M	10	5.13%	Reduced
130	SG Americas Securities New York	$1.16B	+$85.8M	13	6.83%	Increased
131	State of New Jersey Common Pension Fund D Trenton, New Jersey	$1.16B	+$5.5M	10	4.57%	Increased
132	Macquarie Group Sydney, NSW 2000, Australia	$1.14B	+$34.1M	12	2.45%	Increased
133	Edgewood Management Greenwich, Connecticut	$1.14B	+$92.1M	3	11.4%	Increased
134	General Atlantic New York	$1.1B	+$1.12B	1	32.92%	New
135	Citigroup New York	$1.1B	-$196M	14	0.96%	Reduced
136	Ruane, Cunniff & Goldfarb New York	$1.08B	-$10.7M	5	5.73%	Reduced
137	Canada Life Winnipeg, Manitoba, Canada	$1.06B	-$48M	11	3.56%	Reduced
138	Credit Agricole Montrouge Cedex, France	$1.06B	+$87M	11	4.51%	Increased
139	Lone Pine Capital Greenwich, Connecticut	$1.04B	-$179M	1	4.05%	Reduced
140	Discovery Capital Management South Norwalk, Connecticut	$1.02B	+$674M	3	11.54%	Increased
141	Chevy Chase Trust Bethesda, Maryland	$1.01B	+$80.6M	8	6.55%	Increased
142	AQR Capital Management Greenwich, Connecticut	$1.01B	-$13.4M	10	2.78%	Reduced
143	Thrivent Financial for Lutherans Minneapolis, Minnesota	$998M	-$66.6M	11	5.73%	Reduced
144	William Blair & Company Chicago, Illinois	$987M	+$72.9M	11	1.69%	Increased
145	Retirement Systems of Alabama Montgomery, Alabama	$987M	-$43.1M	8	5.52%	Reduced
146	Wellcome Trust London, United Kingdom	$960M	+$281M	4	19.91%	Increased
147	Marsico Capital Management Denver, Colorado	$956M	+$309M	2	7.48%	Increased
148	C WorldWide Group Copenhagen, Denmark	$956M	+$937M	3	14.04%	New
149	Gateway Investment Advisers Cincinnati, Ohio	$942M	-$23.8M	8	7.42%	Reduced
150	Pzena Investment Management New York	$937M	-$7.89M	2	5.12%	Reduced