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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	BNP Paribas Financial Markets Paris, France	$2.29B	+$373M	22	4.56%	Increased
127	STRS Ohio Columbus, Ohio	$2.23B	+$75M	15	9.9%	Increased
128	Hotchkis & Wiley Capital Management Los Angeles, California	$2.22B	-$82.5M	4	8.49%	Reduced
129	Panagora Asset Management Boston, Massachusetts	$2.21B	-$147M	18	9.88%	Reduced
130	Stifel Financial St. Louis, Missouri	$2.18B	+$113M	19	5.62%	Increased
131	Renaissance Technologies New York	$2.14B	-$390M	21	1.89%	Reduced
132	Veritas Asset Management London, United Kingdom	$2.11B	+$445M	3	17.97%	Increased
133	Public Employees Retirement Association of Colorado Denver, Colorado	$2.07B	+$29.2M	18	12.69%	Increased
134	Aperio Group Sausalito, California	$2.06B	+$30.7M	21	8.43%	Increased
135	Axa Paris, France	$2.06B	-$143M	16	8.05%	Reduced
136	Wellcome Trust London, United Kingdom	$2.06B	+$51.5K	5	31.98%	Increased
137	Generation Investment Management London, United Kingdom	$2.05B	+$626M	4	14.14%	Increased
138	DekaBank Deutsche Girozentrale Frankfurt, Germany	$2.02B	+$405M	16	10.14%	Increased
139	DSM Capital Partners Palm Beach Gardens, Florida	$2.02B	+$170M	6	29.43%	Increased
140	SEI Investments Oaks, Pennsylvania	$1.98B	-$167M	21	6.46%	Reduced
141	US Bancorp Minneapolis, Minnesota	$1.97B	-$23.5M	21	5.5%	Reduced
142	Coatue Management New York	$1.97B	+$35.4M	4	16.68%	Increased
143	JSP Jackson Square Partners Larkspur, California	$1.94B	-$148M	4	10.04%	Reduced
144	Egerton Capital (UK) London, United Kingdom	$1.93B	-$522M	3	14.16%	Reduced
145	1832 Asset Management Toronto, Ontario, Canada	$1.92B	-$49.8M	12	6.22%	Reduced
146	Brown Brothers Harriman & Co New York	$1.92B	-$3.12M	16	12.74%	Reduced
147	Retirement Systems of Alabama Montgomery, Alabama	$1.91B	+$8.74M	12	8.94%	Increased
148	William Blair Investment Management Chicago, Illinois	$1.89B	+$19.7M	7	7.95%	Increased
149	ProShare Advisors Bethesda, Maryland	$1.88B	-$155M	15	11.25%	Reduced
150	Citadel Advisors Miami, Florida	$1.87B	+$688M	25	0.86%	Increased