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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	JSP Jackson Square Partners Larkspur, California	$2.09B	+$73.4M	4	10.95%	Increased
152	Renaissance Technologies New York	$2.07B	+$911M	17	1.59%	Increased
153	Flossbach Von Storch Cologne, Germany	$2.04B	-$109M	6	13.87%	Reduced
154	Royal London Asset Management United Kingdom	$2.04B	+$76.4M	14	14.14%	Increased
155	Parnassus Investments San Francisco, California	$2.04B	-$68.9M	3	6.87%	Reduced
156	C WorldWide Group Copenhagen, Denmark	$2.04B	+$31M	5	24.33%	Increased
157	Mackenzie Financial Toronto Ontario, Ontario, Canada	$2.03B	+$57M	14	4.99%	Increased
158	Retirement Systems of Alabama Montgomery, Alabama	$2.02B	+$13.2M	12	8.96%	Increased
159	Brown Brothers Harriman & Co New York	$2B	-$19.6M	16	12.81%	Reduced
160	Viking Global Investors Stamford, Connecticut	$2B	-$1.26B	4	9.39%	Reduced
161	Coatue Management New York	$1.99B	-$60.9M	6	15.85%	Reduced
162	Aviva London, United Kingdom	$1.98B	+$4.69M	14	11.97%	Increased
163	Asset Management One Tokyo, Japan	$1.97B	-$9.07M	15	8.9%	Reduced
164	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.93B	-$340K	17	10.03%	Reduced
165	Fundsmith LLP London, United Kingdom	$1.92B	+$130K	1	9.08%	Increased
166	AMF Tjänstepension Stockholm, Sweden	$1.9B	+$28.8M	5	18.16%	Increased
167	DnB Asset Management Oslo, Norway	$1.9B	+$171M	13	18.65%	Increased
168	Millennium Management New York	$1.89B	+$648M	21	2.37%	Increased
169	Acadian Asset Management Boston, Massachusetts	$1.89B	+$270M	15	8.61%	Increased
170	AIG American International Group New York	$1.86B	-$118M	19	7.2%	Reduced
171	William Blair & Company Chicago, Illinois	$1.83B	+$28.5M	17	9.42%	Increased
172	Citadel Advisors Miami, Florida	$1.83B	-$187M	27	0.79%	Reduced
173	NN Investment Partners Holdings The Hague, Netherlands	$1.8B	+$111M	13	12.25%	Increased
174	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.8B	-$27M	13	7.95%	Reduced
175	Epoch Investment Partners New York	$1.79B	-$25.6M	5	7.74%	Reduced