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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	Chevy Chase Trust Bethesda, Maryland	$2.72B	-$194M	11	11.55%	Reduced
127	AQR Capital Management Greenwich, Connecticut	$2.66B	+$50.6M	21	6.06%	Increased
128	Jane Street New York	$2.64B	+$410M	38	1.22%	Increased
129	BNP Paribas Financial Markets Paris, France	$2.62B	-$38.7M	24	4.03%	Reduced
130	Fayez Sarofim & Co Houston, Texas	$2.6B	-$79M	6	9.59%	Reduced
131	Altimeter Capital Management Boston, Massachusetts	$2.57B	-$267M	2	70.47%	Reduced
132	Two Sigma Advisers New York	$2.57B	+$444M	31	7.17%	Increased
133	Fred Alger Management New York	$2.56B	-$281M	9	13.9%	Reduced
134	Skye Global Management West Palm Beach, Florida	$2.55B	-$290M	3	87.81%	Reduced
135	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$2.53B	+$147M	23	3.66%	Increased
136	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$2.53B	+$34.2M	21	10.95%	Increased
137	First Manhattan New York	$2.5B	-$22.5M	19	9.17%	Reduced
138	Axa Paris, France	$2.48B	-$47.1M	17	8.94%	Reduced
139	KBC Group Brussels, Belgium	$2.45B	+$17.7M	17	11.91%	Increased
140	HighTower Advisors Chicago, Illinois	$2.43B	+$161M	27	5.55%	Increased
141	Truist Financial Charlotte, North Carolina	$2.42B	-$57.1M	21	4.26%	Reduced
142	Baird Financial Group Milwaukee, Wisconsin	$2.42B	+$111M	12	6.37%	Increased
143	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$2.42B	-$598M	12	7.43%	Reduced
144	Public Employees Retirement Association of Colorado Denver, Colorado	$2.41B	+$10.2M	23	13.11%	Increased
145	CIBC World Markets New York	$2.39B	+$915M	12	16.11%	Increased
146	Artisan Partners Milwaukee, Wisconsin	$2.38B	-$753M	10	4.22%	Reduced
147	DnB Asset Management Oslo, Norway	$2.36B	+$300M	15	16.64%	Increased
148	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.3B	-$3.59M	20	8.68%	Reduced
149	Renaissance Technologies New York	$2.28B	+$103M	30	3.11%	Increased
150	Sustainable Growth Advisers Stamford, Connecticut	$2.22B	+$298M	4	14.46%	Increased