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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	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$3.67B	+$447M	17	6.74%	Increased
127	First Eagle Investment Management New York	$3.65B	-$139M	5	10.27%	Reduced
128	Axa Paris, France	$3.56B	+$41.8M	19	11.19%	Increased
129	ProShare Advisors Bethesda, Maryland	$3.56B	+$195M	22	13.26%	Increased
130	Altimeter Capital Management Boston, Massachusetts	$3.5B	+$2.84B	5	32.4%	Increased
131	Temasek Holdings Singapore	$3.5B	+$176M	5	15.03%	Increased
132	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$3.46B	-$475M	13	8.01%	Reduced
133	Berkshire Hathaway Omaha, Nebraska	$3.46B	$0	2	1.28%	Maintained
134	Alkeon Capital Management New York	$3.41B	+$349M	7	5.55%	Increased
135	Egerton Capital (UK) London, United Kingdom	$3.41B	+$114M	4	19.28%	Increased
136	JSP Jackson Square Partners Larkspur, California	$3.4B	-$211M	5	13.56%	Reduced
137	Veritas Asset Management London, United Kingdom	$3.36B	+$700M	3	20.03%	Increased
138	Acadian Asset Management Boston, Massachusetts	$3.34B	+$196M	22	12.93%	Increased
139	Jane Street New York	$3.27B	-$136M	30	1.64%	Reduced
140	D1 Capital Partners New York	$3.26B	+$1.23B	4	15.4%	Increased
141	DekaBank Deutsche Girozentrale Frankfurt, Germany	$3.22B	+$106M	19	12.11%	Increased
142	Macquarie Group Sydney, NSW 2000, Australia	$3.19B	-$162M	24	4.67%	Reduced
143	US Bancorp Minneapolis, Minnesota	$3.18B	+$24.9M	23	6.84%	Increased
144	Vontobel Asset Management New York	$3.17B	-$1.16B	4	18.73%	Reduced
145	DSM Capital Partners Palm Beach Gardens, Florida	$3.16B	+$80.9M	5	33.89%	Increased
146	Natixis Paris, France	$3.11B	+$1.78B	17	11.31%	Increased
147	Fayez Sarofim & Co Houston, Texas	$3.09B	+$7.14M	8	11.87%	Increased
148	Assenagon Asset Management Senningerberg, Luxembourg	$3.08B	+$438M	13	13.42%	Increased
149	Public Employees Retirement Association of Colorado Denver, Colorado	$3.08B	-$105M	22	14.92%	Reduced
150	Royal London Asset Management United Kingdom	$3.08B	+$33.3M	14	16.16%	Increased