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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	First Manhattan New York	$3.56B	-$25.5M	17	12.35%	Reduced
152	Baird Financial Group Milwaukee, Wisconsin	$3.55B	+$324M	14	8.09%	Increased
153	DnB Asset Management Oslo, Norway	$3.53B	+$210M	14	18.33%	Increased
154	Sustainable Growth Advisers Stamford, Connecticut	$3.51B	-$47M	4	15.99%	Reduced
155	State of New Jersey Common Pension Fund D Trenton, New Jersey	$3.51B	-$14.3M	21	11.78%	Reduced
156	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$3.51B	-$7.43M	23	14.03%	Reduced
157	Fred Alger Management New York	$3.49B	-$107M	8	18.83%	Reduced
158	Coatue Management New York	$3.48B	-$724M	7	14.61%	Reduced
159	William Blair & Company Chicago, Illinois	$3.44B	+$26.2M	22	11.71%	Increased
160	William Blair Investment Management Chicago, Illinois	$3.36B	+$146M	7	9.77%	Increased
161	Raymond James Financial Services Advisors St. Petersburg, Florida	$3.35B	+$37M	25	5.44%	Increased
162	Tiger Global Management New York	$3.32B	-$569M	3	23.61%	Reduced
163	Altimeter Capital Management Boston, Massachusetts	$3.28B	-$503M	3	54.54%	Reduced
164	Storebrand Asset Management Lysaker, Norway	$3.25B	+$451M	15	11.76%	Increased
165	Zurich Cantonal Bank Zurich, Switzerland	$3.14B	+$25.5M	25	12.02%	Increased
166	Vontobel Asset Management New York	$3.13B	+$52.1M	5	18.59%	Increased
167	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$3.12B	+$87M	10	13.76%	Increased
168	Luther King Capital Management (LKCM) Fort Worth, Texas	$3.1B	-$78.2M	9	14.9%	Reduced
169	ProShare Advisors Bethesda, Maryland	$3.09B	-$828M	21	9.44%	Reduced
170	STRS Ohio Columbus, Ohio	$3.07B	-$108M	21	12.79%	Reduced
171	Wolverine Trading Chicago, Illinois	$3.05B	+$1.39B	22	3.19%	Increased
172	Veritas Asset Management London, United Kingdom	$3.04B	-$127M	3	21.86%	Reduced
173	Thrivent Financial for Lutherans Minneapolis, Minnesota	$3.01B	-$86M	17	6.57%	Reduced
174	Nomura Asset Management Tokyo, Japan	$3.01B	+$46.5M	18	12.45%	Increased
175	Commonwealth Equity Services Waltham, Massachusetts	$2.96B	+$45.9M	26	5.43%	Increased