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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	State of New Jersey Common Pension Fund D Trenton, New Jersey	$1.2B	+$24.9M	9	4.6%	Increased
127	First Trust Advisors Wheaton, Illinois	$1.17B	+$174M	10	3.05%	Increased
128	Lone Pine Capital Greenwich, Connecticut	$1.17B	+$553M	1	4.39%	Increased
129	Citigroup New York	$1.16B	+$68.9M	15	1.03%	Increased
130	Generation Investment Management London, United Kingdom	$1.15B	+$125M	3	15.35%	Increased
131	Independent Franchise Partners London, United Kingdom	$1.13B	+$176M	2	13.33%	Increased
132	STRS Ohio Columbus, Ohio	$1.08B	-$33.1M	10	4.72%	Reduced
133	Manning & Napier Advisors Fairport, New York	$1.06B	+$184M	5	4.61%	Increased
134	Orbis Holdings Hamilton, Bermuda	$1.04B	-$118M	5	7.92%	Reduced
135	Panagora Asset Management Boston, Massachusetts	$1.03B	+$4.76M	10	5.16%	Increased
136	Chevy Chase Trust Bethesda, Maryland	$1.03B	+$10.6M	8	6.16%	Increased
137	Axa Paris, France	$1.01B	+$17.7M	10	4.04%	Increased
138	VVP Vulcan Value Partners Birmingham, Alabama	$994M	+$377M	2	9.41%	Increased
139	Vontobel Asset Management New York	$991M	+$88.6M	3	7.53%	Increased
140	Pictet Asset Management (UK) London, United Kingdom	$974M	+$73.7M	10	3.98%	Increased
141	Commerzbank Aktiengesellschaft Frankfurt, Germany	$969M	-$123M	11	5.08%	Reduced
142	HCM Highfields Capital Management Boston, Massachusetts	$962M	+$157M	3	8.64%	Increased
143	AWM Ashmore Wealth Management Wilmington, Delaware	$951M	-$574K	3	20.85%	Reduced
144	Macquarie Group Sydney, NSW 2000, Australia	$940M	+$22.9M	12	1.86%	Increased
145	Renaissance Technologies New York	$934M	+$250M	13	2.13%	Increased
146	Citadel Advisors Miami, Florida	$933M	-$215M	14	0.81%	Reduced
147	Pzena Investment Management New York	$928M	+$46.9M	2	5.24%	Increased
148	Janus Henderson Group London,	$926M	-$151M	11	7.28%	Reduced
149	Canada Life Winnipeg, Manitoba, Canada	$922M	-$32.6M	12	3.18%	Reduced
150	Ruane, Cunniff & Goldfarb New York	$911M	-$10.5M	4	4.35%	Reduced