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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	JSP Jackson Square Partners Larkspur, California	$2.23B	+$115M	4	11.17%	Increased
127	Chevy Chase Trust Bethesda, Maryland	$2.22B	-$51M	11	9.85%	Reduced
128	BNP Paribas Financial Markets Paris, France	$2.21B	-$352M	19	4.15%	Reduced
129	Citigroup New York	$2.21B	+$333M	22	1.82%	Increased
130	First Pacific Advisors El Segundo, California	$2.2B	-$90.2M	5	16.79%	Reduced
131	Bessemer Group Woodbridge, New Jersey	$2.17B	-$12.8M	13	8.46%	Reduced
132	William Blair Investment Management Chicago, Illinois	$2.17B	+$170M	8	8.28%	Increased
133	Renaissance Technologies New York	$2.14B	+$263M	18	2.34%	Increased
134	Korea Investment Corp Seoul, South Korea	$2.11B	-$28.8M	12	9.78%	Reduced
135	CIBC Private Wealth Group Atlanta, Georgia	$2.1B	-$96.1M	20	9.14%	Reduced
136	LPU Lansdowne Partners (UK) London, United Kingdom	$2B	-$149M	3	20.86%	Reduced
137	Coatue Management New York	$1.94B	-$727M	4	16.03%	Reduced
138	Los Angeles Capital Management Los Angeles, California	$1.92B	+$9.84M	12	10.91%	Increased
139	Axa Paris, France	$1.9B	+$82.7M	15	7.6%	Increased
140	STRS Ohio Columbus, Ohio	$1.9B	-$56M	16	8.42%	Reduced
141	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.87B	+$129M	14	19.23%	Increased
142	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.86B	+$34M	11	9.24%	Increased
143	Veritas Asset Management London, United Kingdom	$1.86B	-$123M	4	15.04%	Reduced
144	Egerton Capital (UK) London, United Kingdom	$1.68B	+$149M	3	13.68%	Increased
145	ProShare Advisors Bethesda, Maryland	$1.66B	+$295M	17	10.85%	Increased
146	Independent Franchise Partners London, United Kingdom	$1.63B	-$226M	2	14.49%	Reduced
147	Retirement Systems of Alabama Montgomery, Alabama	$1.62B	-$35.2M	12	8.02%	Reduced
148	1832 Asset Management Toronto, Ontario, Canada	$1.61B	-$355M	9	5.93%	Reduced
149	VVP Vulcan Value Partners Birmingham, Alabama	$1.61B	+$30.6M	2	12.93%	Increased
150	Public Employees Retirement Association of Colorado Denver, Colorado	$1.57B	-$68.5M	16	10.46%	Reduced