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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	LPL Financial San Diego, California	$3.51B	+$205M	30	3.3%	Increased
152	JP Morgan Private Wealth Advisors San Francisco, California	$3.49B	+$177M	28	8.54%	Increased
153	Mirae Asset Global Investments Seoul, South Korea	$3.46B	+$649M	24	8.76%	Increased
154	Soroban Capital Partners New York	$3.41B	-$74M	4	31.93%	Reduced
155	First Manhattan New York	$3.38B	+$66.6M	17	12.43%	Increased
156	CI Investments Inc Toronto, Ontario, Canada	$3.37B	+$77.5M	23	12.54%	Increased
157	State of New Jersey Common Pension Fund D Trenton, New Jersey	$3.37B	+$60.6M	23	10.42%	Increased
158	Alkeon Capital Management New York	$3.23B	-$2M	6	5.46%	Reduced
159	Marshall Wace North America New York	$3.23B	+$62.8M	17	13.76%	Increased
160	William Blair & Company Chicago, Illinois	$3.22B	+$26.6M	23	10.96%	Increased
161	STRS Ohio Columbus, Ohio	$3.2B	-$232M	21	12.04%	Reduced
162	Whale Rock Capital Management Boston, Massachusetts	$3.18B	-$103M	7	20.91%	Reduced
163	SEI Investments Oaks, Pennsylvania	$3.18B	-$57.7M	24	6.67%	Reduced
164	Citadel Advisors Miami, Florida	$3.16B	+$1.5B	36	0.66%	Increased
165	Thrivent Financial for Lutherans Minneapolis, Minnesota	$3.13B	-$280M	16	6.34%	Reduced
166	Baird Financial Group Milwaukee, Wisconsin	$3.12B	+$13.7M	17	7.98%	Increased
167	Harding Loevner Bridgewater, New Jersey	$3.11B	-$197M	5	12.41%	Reduced
168	Retirement Systems of Alabama Montgomery, Alabama	$3.07B	-$181M	11	11.5%	Reduced
169	DSM Capital Partners Palm Beach Gardens, Florida	$3.06B	-$577M	5	31.77%	Reduced
170	Sustainable Growth Advisers Stamford, Connecticut	$3.04B	-$33M	4	15.43%	Reduced
171	BNP Paribas Asset Management Paris, France	$3.01B	+$73.3M	15	11.19%	Increased
172	Luther King Capital Management (LKCM) Fort Worth, Texas	$2.84B	+$4.26M	10	13.93%	Increased
173	AMF Tjänstepension Stockholm, Sweden	$2.83B	-$6.03M	5	20.54%	Reduced
174	Aviva London, United Kingdom	$2.81B	-$116M	17	12.52%	Reduced
175	Acadian Asset Management Boston, Massachusetts	$2.79B	-$267M	21	10.63%	Reduced