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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	Susquehanna International Group Bala Cynwyd, Pennsylvania	$2.02B	+$57.6M	19	0.78%	Increased
127	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$1.99B	+$509M	1	87.09%	Increased
128	Coatue Management New York	$1.98B	+$98.5M	6	16.18%	Increased
129	Chevy Chase Trust Bethesda, Maryland	$1.89B	+$27.8M	11	8.57%	Increased
130	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.89B	+$117M	13	6.67%	Increased
131	Panagora Asset Management Boston, Massachusetts	$1.88B	-$135M	15	7.46%	Reduced
132	Bessemer Group Woodbridge, New Jersey	$1.82B	-$279M	13	7.28%	Reduced
133	Ruane, Cunniff & Goldfarb New York	$1.82B	+$553M	4	15.92%	Increased
134	CIBC Private Wealth Group Atlanta, Georgia	$1.81B	+$398M	8	8.25%	Increased
135	Raymond James & Associates St Petersburg, Florida	$1.77B	+$61.3M	18	3.55%	Increased
136	Veritas Asset Management London, United Kingdom	$1.73B	-$435M	4	14.18%	Reduced
137	Korea Investment Corp Seoul, South Korea	$1.72B	-$47.3M	12	7.95%	Reduced
138	STRS Ohio Columbus, Ohio	$1.68B	+$829K	14	7.21%	Increased
139	Independent Franchise Partners London, United Kingdom	$1.68B	+$45.9M	2	15.05%	Increased
140	Los Angeles Capital Management Los Angeles, California	$1.66B	-$56.3M	13	9.59%	Reduced
141	LPU Lansdowne Partners (UK) London, United Kingdom	$1.63B	-$803M	3	17%	Reduced
142	Citigroup New York	$1.59B	+$57.8M	21	1.31%	Increased
143	SEI Investments Oaks, Pennsylvania	$1.58B	-$40.8M	18	5.62%	Reduced
144	VVP Vulcan Value Partners Birmingham, Alabama	$1.56B	+$476M	2	13.32%	Increased
145	SG Americas Securities New York	$1.55B	+$1.42B	17	13.59%	Increased
146	Axa Paris, France	$1.53B	+$114M	14	6.59%	Increased
147	NFA Nationwide Fund Advisors Columbus, Ohio	$1.48B	-$11.9M	19	5.83%	Reduced
148	Citadel Advisors Miami, Florida	$1.48B	-$604M	21	1.13%	Reduced
149	1832 Asset Management Toronto, Ontario, Canada	$1.47B	+$109M	9	5.17%	Increased
150	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.45B	+$52.4M	10	8.01%	Increased