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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	Egerton Capital (UK) London, United Kingdom	$4.92B	+$418M	3	22.92%	Increased
127	1832 Asset Management Toronto, Ontario, Canada	$4.91B	-$462M	15	8.69%	Reduced
128	AQR Capital Management Greenwich, Connecticut	$4.9B	-$257M	20	8.88%	Reduced
129	Silver Lake Group Menlo Park, California	$4.88B	+$5.53B	2	22.96%	Increased
130	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$4.75B	+$111M	15	10.28%	Increased
131	Fayez Sarofim & Co Houston, Texas	$4.57B	-$67M	8	13.7%	Reduced
132	Edgewood Management Greenwich, Connecticut	$4.57B	-$688M	2	7.49%	Reduced
133	Chevy Chase Trust Bethesda, Maryland	$4.55B	-$96.1M	11	14.67%	Reduced
134	Axa Paris, France	$4.45B	-$38.4M	19	11.38%	Reduced
135	Los Angeles Capital Management Los Angeles, California	$4.34B	+$325M	13	16.16%	Increased
136	US Bancorp Minneapolis, Minnesota	$4.34B	-$4.48M	32	6.84%	Reduced
137	Veritas Asset Management London, United Kingdom	$4.31B	-$522M	3	24.17%	Reduced
138	Mirae Asset Global Investments Seoul, South Korea	$4.23B	+$489M	22	9.05%	Increased
139	Lone Pine Capital Greenwich, Connecticut	$4.2B	+$1.45B	3	17.19%	Increased
140	Royal London Asset Management United Kingdom	$4.15B	-$106M	16	15.45%	Reduced
141	Skye Global Management West Palm Beach, Florida	$4.14B	-$498M	3	69.52%	Reduced
142	Jane Street New York	$4.13B	-$87.9M	36	1.36%	Reduced
143	SC US (TTGP) Menlo Park, California	$4.09B	$0	1	20.37%	Maintained
144	Generation Investment Management London, United Kingdom	$4.08B	-$451M	6	16.78%	Reduced
145	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$4.07B	-$79M	22	13.66%	Reduced
146	Truist Financial Charlotte, North Carolina	$4B	-$67.8M	23	6.1%	Reduced
147	LPL Financial San Diego, California	$3.98B	+$171M	30	3.34%	Increased
148	JP Morgan Private Wealth Advisors San Francisco, California	$3.9B	+$58.3M	28	8.38%	Increased
149	Citadel Advisors Miami, Florida	$3.87B	+$694M	41	0.79%	Increased
150	Berkshire Hathaway Omaha, Nebraska	$3.85B	$0	2	1.16%	Maintained