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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 Farm Mutual Automobile Insurance Bloomington, Illinois	$2.06B	-$2.24B	4	2.92%	Reduced
127	Hotchkis & Wiley Capital Management Los Angeles, California	$2B	-$207M	4	8.81%	Reduced
128	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$1.97B	+$172M	2	92.17%	Increased
129	JSP Jackson Square Partners Larkspur, California	$1.92B	-$285M	4	11.76%	Reduced
130	Korea Investment Corp Seoul, South Korea	$1.9B	-$6.7M	12	10.35%	Reduced
131	Renaissance Technologies New York	$1.9B	-$197M	16	2.08%	Reduced
132	Axa Paris, France	$1.88B	-$215K	16	8.17%	Reduced
133	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$1.86B	+$54.8M	8	14.89%	Increased
134	Egerton Capital (UK) London, United Kingdom	$1.85B	+$208M	3	15.39%	Increased
135	SEI Investments Oaks, Pennsylvania	$1.74B	+$136M	21	6.21%	Increased
136	STRS Ohio Columbus, Ohio	$1.74B	-$7.43M	17	8.81%	Reduced
137	Millennium Management New York	$1.72B	-$189M	23	2.68%	Reduced
138	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.72B	-$176M	12	6.19%	Reduced
139	ProShare Advisors Bethesda, Maryland	$1.69B	+$290M	15	11.85%	Increased
140	Vontobel Asset Management New York	$1.68B	+$71M	4	14.46%	Increased
141	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.66B	+$30.4M	13	4.37%	Increased
142	Brown Brothers Harriman & Co New York	$1.65B	-$278M	11	12.51%	Reduced
143	Public Employees Retirement Association of Colorado Denver, Colorado	$1.65B	+$46.7M	16	11.87%	Increased
144	Stifel Financial St. Louis, Missouri	$1.63B	+$65.2M	18	5.27%	Increased
145	1832 Asset Management Toronto, Ontario, Canada	$1.63B	-$43.1M	12	6.43%	Reduced
146	Gates Foundation Trust Kirkland, Washington	$1.63B	-$857M	1	7.41%	Reduced
147	Wellcome Trust London, United Kingdom	$1.62B	+$149M	5	30.73%	Increased
148	US Bancorp Minneapolis, Minnesota	$1.6B	+$33.1M	21	5.18%	Increased
149	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.59B	+$13.1M	16	9.27%	Increased
150	Retirement Systems of Alabama Montgomery, Alabama	$1.57B	-$41.7M	12	8.66%	Reduced