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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	Jane Street New York	$3.43B	+$1.49B	29	2.06%	Increased
127	Parnassus Investments San Francisco, California	$3.38B	-$329M	3	10.47%	Reduced
128	Flossbach Von Storch Cologne, Germany	$3.37B	-$1.07B	5	16.43%	Reduced
129	Axa Paris, France	$3.36B	+$65.8M	20	12.15%	Increased
130	Robeco Institutional Asset Management Rotterdam, Netherlands	$3.32B	+$177M	14	10.25%	Increased
131	Acadian Asset Management Boston, Massachusetts	$3.32B	+$328M	21	13.89%	Increased
132	Macquarie Group Sydney, NSW 2000, Australia	$3.25B	-$192M	24	5.5%	Reduced
133	Berkshire Hathaway Omaha, Nebraska	$3.22B	+$1.46B	2	1.36%	Increased
134	JSP Jackson Square Partners Larkspur, California	$3.2B	-$319M	6	14.99%	Reduced
135	1832 Asset Management Toronto, Ontario, Canada	$3.18B	-$296M	15	8.3%	Reduced
136	ProShare Advisors Bethesda, Maryland	$3.14B	+$440M	20	14.53%	Increased
137	DSM Capital Partners Palm Beach Gardens, Florida	$3.1B	-$131M	5	34.38%	Reduced
138	State of New Jersey Common Pension Fund D Trenton, New Jersey	$3.09B	-$157M	21	12.25%	Reduced
139	Egerton Capital (UK) London, United Kingdom	$3.07B	-$1.28B	5	18.95%	Reduced
140	Viking Global Investors Stamford, Connecticut	$3.04B	+$176M	4	10.97%	Increased
141	Harding Loevner Bridgewater, New Jersey	$2.98B	-$1.16B	5	10.76%	Reduced
142	Citadel Advisors Miami, Florida	$2.98B	-$703M	32	0.85%	Reduced
143	Public Employees Retirement Association of Colorado Denver, Colorado	$2.97B	-$104M	20	15.75%	Reduced
144	US Bancorp Minneapolis, Minnesota	$2.93B	-$38.9M	25	7.14%	Reduced
145	Bank of Nova Scotia Toronto, Ontario, Canada	$2.9B	+$1.3B	14	7.86%	Increased
146	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.9B	-$122M	16	7.73%	Reduced
147	Alkeon Capital Management New York	$2.86B	+$66.3M	6	5.3%	Increased
148	Royal London Asset Management United Kingdom	$2.86B	+$119M	14	17.34%	Increased
149	Fayez Sarofim & Co Houston, Texas	$2.86B	+$64.9M	8	12.26%	Increased
150	Whale Rock Capital Management Boston, Massachusetts	$2.86B	-$101M	7	18.92%	Reduced