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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	CIBC Private Wealth Group Atlanta, Georgia	$2.3B	-$9.95M	20	9.39%	Reduced
127	William Blair Investment Management Chicago, Illinois	$2.26B	-$16.4M	8	8.39%	Reduced
128	Korea Investment Corp Seoul, South Korea	$2.21B	-$64.4M	12	10.09%	Reduced
129	Citadel Advisors Miami, Florida	$2.2B	+$811M	22	1.08%	Increased
130	Citigroup New York	$2.2B	-$175M	23	2.02%	Reduced
131	Renaissance Technologies New York	$2.17B	-$237M	13	2.36%	Reduced
132	Private Advisor Group Morristown, New Jersey	$2.17B	+$2.01B	12	35.54%	Increased
133	Axa Paris, France	$2.17B	+$118M	14	8.3%	Increased
134	Commerzbank Aktiengesellschaft Frankfurt, Germany	$2.15B	+$113M	14	20.36%	Increased
135	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$2.13B	+$108M	11	9.63%	Increased
136	Brown Brothers Harriman & Co New York	$2.1B	-$314M	10	12.87%	Reduced
137	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$2.08B	-$496M	12	14.74%	Reduced
138	Los Angeles Capital Management Los Angeles, California	$2.07B	-$38.8M	13	11.46%	Reduced
139	Vontobel Asset Management New York	$2.07B	-$532M	5	15.36%	Reduced
140	STRS Ohio Columbus, Ohio	$2.03B	-$39.8M	19	8.76%	Reduced
141	Egerton Capital (UK) London, United Kingdom	$1.97B	+$189M	3	15.05%	Increased
142	First Pacific Advisors El Segundo, California	$1.97B	-$316M	6	14.12%	Reduced
143	Two Sigma Advisers New York	$1.94B	+$787M	20	5.22%	Increased
144	1832 Asset Management Toronto, Ontario, Canada	$1.9B	+$205M	10	6.45%	Increased
145	Veritas Asset Management London, United Kingdom	$1.9B	-$64.6M	4	15.6%	Reduced
146	Coatue Management New York	$1.84B	-$261M	3	15.47%	Reduced
147	LPU Lansdowne Partners (UK) London, United Kingdom	$1.81B	-$421M	4	17.32%	Reduced
148	SEI Investments Oaks, Pennsylvania	$1.8B	+$543M	20	6.12%	Increased
149	Retirement Systems of Alabama Montgomery, Alabama	$1.75B	-$20.8M	12	8.57%	Reduced
150	Melvin Capital Management New York	$1.75B	+$635M	5	15.79%	Increased