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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
151	Carmignac Gestion Paris, France	$768M	+$729M	1	6.4%	New
152	Discovery Capital Management South Norwalk, Connecticut	$754M	+$723M	3	8.07%	New
153	Chevy Chase Trust Bethesda, Maryland	$749M	+$746M	8	6.56%	New
154	NFA Nationwide Fund Advisors Columbus, Ohio	$733M	+$729M	10	3.86%	New
155	Renaissance Technologies New York	$718M	+$718M	10	1.88%	New
156	ACM Atlanta Capital Management Atlanta, Georgia	$716M	+$699M	6	5.43%	New
157	Sanders Capital West Palm Beach, Florida	$713M	+$708M	2	9.73%	New
158	William Blair & Company Chicago, Illinois	$699M	+$676M	10	1.38%	New
159	US Bancorp Minneapolis, Minnesota	$690M	+$696M	11	3.15%	New
160	LBG Lloyds Banking Group London, United Kingdom	$676M	+$678M	8	7.09%	New
161	SCM Scout Capital Management New York	$669M	+$640M	3	10.9%	New
162	AQR Capital Management Greenwich, Connecticut	$650M	+$640M	11	2.31%	New
163	Citadel Advisors Miami, Florida	$647M	+$636M	11	1.11%	New
164	Pictet Asset Management (UK) London, United Kingdom	$641M	+$636M	9	3.67%	New
165	Teacher Retirement System of Texas Austin, Texas	$637M	+$631M	11	5.81%	New
166	State of Michigan Retirement System Lansing, Michigan	$636M	+$630M	9	5.84%	New
167	MLICM Metropolitan Life Insurance Company (MetLife) New York	$628M	+$625M	10	5.01%	New
168	MC Montag & Caldwell Atlanta, Georgia	$617M	+$612M	5	4.63%	New
169	Thrivent Financial for Lutherans Minneapolis, Minnesota	$613M	+$603M	10	3.98%	New
170	Coatue Management New York	$612M	+$587M	3	6.79%	New
171	Natixis Paris, France	$612M	+$603M	7	8.74%	New
172	John W. Bristol & Co New York	$601M	+$588M	4	10.98%	New
173	Northern Trust Company of Connecticut Stamford, Connecticut	$597M	+$595M	11	4.05%	New
174	RIM Rainier Investment Management Seattle, Washington	$582M	+$577M	5	5.27%	New
175	Elliott Management New York	$578M	+$554M	1	11.12%	New