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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	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$2.81B	-$168M	22	11.68%	Reduced
152	Public Employees Retirement Association of Colorado Denver, Colorado	$2.76B	-$96.8M	23	14.26%	Reduced
153	Winslow Capital Management Minneapolis, Minnesota	$2.75B	+$362M	4	14.02%	Increased
154	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.73B	+$6.27M	22	9.74%	Increased
155	Sustainable Growth Advisers Stamford, Connecticut	$2.61B	-$52.6M	4	15.13%	Reduced
156	Vontobel Asset Management New York	$2.56B	+$225M	5	18.49%	Increased
157	Fred Alger Management New York	$2.56B	-$468M	8	13.69%	Reduced
158	STRS Ohio Columbus, Ohio	$2.54B	+$639K	17	10.99%	Increased
159	Aviva London, United Kingdom	$2.53B	+$30.5M	16	11.46%	Increased
160	William Blair & Company Chicago, Illinois	$2.5B	-$66.4M	25	10.01%	Reduced
161	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$2.5B	+$130M	11	12.72%	Increased
162	CI Investments Inc Toronto, Ontario, Canada	$2.46B	-$43.9M	22	12.4%	Reduced
163	Raymond James Financial Services Advisors St. Petersburg, Florida	$2.46B	+$18M	26	4.66%	Increased
164	National Bank of Canada Montreal, Quebec, Canada	$2.45B	+$438M	28	6.03%	Increased
165	Ninety One (UK) London, United Kingdom	$2.43B	-$7.97M	4	7.55%	Reduced
166	Natixis Advisors Boston, Massachusetts	$2.42B	+$200M	14	8.32%	Increased
167	Los Angeles Capital Management Los Angeles, California	$2.4B	-$80.6M	14	10.65%	Reduced
168	Retirement Systems of Alabama Montgomery, Alabama	$2.38B	-$125M	13	10.32%	Reduced
169	Luther King Capital Management (LKCM) Fort Worth, Texas	$2.38B	-$5.76M	9	12.56%	Reduced
170	Coatue Management New York	$2.31B	+$634M	6	15.36%	Increased
171	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.27B	+$16.8K	17	5.54%	Increased
172	Zurich Cantonal Bank Zurich, Switzerland	$2.26B	+$80.3M	29	10.98%	Increased
173	ING Group Amsterdam, Netherlands	$2.21B	+$444M	14	21.48%	Increased
174	Skye Global Management West Palm Beach, Florida	$2.21B	-$810M	3	71.72%	Reduced
175	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$2.18B	+$374M	2	46.6%	Increased