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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	Davis Selected Advisers Tucson, Arizona	$3.81B	-$134M	8	16.66%	Reduced
127	Veritas Asset Management London, United Kingdom	$3.8B	+$84.5M	3	20.79%	Increased
128	Parnassus Investments San Francisco, California	$3.77B	-$81.6M	3	9.16%	Reduced
129	1832 Asset Management Toronto, Ontario, Canada	$3.76B	-$157M	10	8.13%	Reduced
130	Axa Paris, France	$3.75B	+$957K	17	11.43%	Increased
131	Viking Global Investors Stamford, Connecticut	$3.66B	-$1.15B	5	10.9%	Reduced
132	Lone Pine Capital Greenwich, Connecticut	$3.66B	+$1.06B	4	13.3%	Increased
133	Soroban Capital Partners New York	$3.65B	-$291M	5	31.23%	Reduced
134	Jane Street New York	$3.63B	+$370M	30	1.8%	Increased
135	Temasek Holdings Singapore	$3.61B	+$246M	5	14.14%	Increased
136	Millennium Management New York	$3.61B	-$2.36B	34	2.58%	Reduced
137	DekaBank Deutsche Girozentrale Frankfurt, Germany	$3.55B	+$237M	21	11.78%	Increased
138	Acadian Asset Management Boston, Massachusetts	$3.53B	+$48.1M	21	13.72%	Increased
139	Envestnet Asset Management Chicago, Illinois	$3.53B	+$629M	27	2.29%	Increased
140	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$3.5B	-$422M	18	6.15%	Reduced
141	Royal London Asset Management United Kingdom	$3.47B	+$243M	16	15.89%	Increased
142	Generation Investment Management London, United Kingdom	$3.46B	+$1.27B	6	14.51%	Increased
143	Los Angeles Capital Management Los Angeles, California	$3.38B	-$702M	17	15.28%	Reduced
144	US Bancorp Minneapolis, Minnesota	$3.35B	+$3.3M	25	6.78%	Increased
145	Skye Global Management West Palm Beach, Florida	$3.33B	+$684M	4	64.41%	Increased
146	DSM Capital Partners Palm Beach Gardens, Florida	$3.29B	-$32.1M	5	34.99%	Reduced
147	Fayez Sarofim & Co Houston, Texas	$3.28B	+$5.08M	8	12.07%	Increased
148	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$3.26B	-$460M	13	7.34%	Reduced
149	Public Employees Retirement Association of Colorado Denver, Colorado	$3.23B	-$5.87M	22	15.07%	Reduced
150	BNP Paribas Financial Markets Paris, France	$3.22B	+$1.47B	24	4.72%	Increased