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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	AQR Capital Management Greenwich, Connecticut	$4.39B	-$245M	21	8.33%	Reduced
127	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$4.34B	-$153M	16	10.16%	Reduced
128	Tiger Global Management New York	$4.32B	-$1.47B	6	16.23%	Reduced
129	Mackenzie Financial Toronto Ontario, Ontario, Canada	$4.31B	-$374M	19	5.77%	Reduced
130	Edgewood Management Greenwich, Connecticut	$4.27B	-$22.5M	2	8.56%	Reduced
131	Chevy Chase Trust Bethesda, Maryland	$4.24B	-$70.1M	11	14.6%	Reduced
132	BNP Paribas Financial Markets Paris, France	$4.22B	+$667M	26	5.68%	Increased
133	Royal London Asset Management United Kingdom	$4.22B	+$301M	16	16.49%	Increased
134	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$4.17B	-$1.05B	18	6.3%	Reduced
135	Fayez Sarofim & Co Houston, Texas	$4.16B	-$139M	8	13.15%	Reduced
136	Generation Investment Management London, United Kingdom	$4.13B	+$356M	6	18.93%	Increased
137	Jane Street New York	$4.11B	+$233M	36	1.33%	Increased
138	Axa Paris, France	$4.08B	-$129M	19	11.59%	Reduced
139	US Bancorp Minneapolis, Minnesota	$4.06B	-$27.2M	34	6.76%	Reduced
140	Los Angeles Capital Management Los Angeles, California	$4.01B	-$70.5M	12	15.77%	Reduced
141	JP Morgan Private Wealth Advisors San Francisco, California	$3.88B	+$208M	26	8.41%	Increased
142	LPL Financial San Diego, California	$3.85B	+$100M	26	3.31%	Increased
143	Truist Financial Charlotte, North Carolina	$3.75B	-$19.8M	23	5.93%	Reduced
144	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$3.59B	-$224M	21	12.68%	Reduced
145	First Manhattan New York	$3.54B	+$75.4M	18	11.57%	Increased
146	Public Employees Retirement Association of Colorado Denver, Colorado	$3.54B	-$67.2M	23	16.04%	Reduced
147	Mawer Investment Management Calgary, Alberta, Canada	$3.5B	-$34.9M	4	16.64%	Reduced
148	Veritas Asset Management London, United Kingdom	$3.46B	-$619M	3	21.17%	Reduced
149	Thrivent Financial for Lutherans Minneapolis, Minnesota	$3.43B	+$217M	19	6.72%	Increased
150	BNP Paribas Asset Management Paris, France	$3.43B	+$325M	15	11.92%	Increased