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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	Sustainable Growth Advisers Stamford, Connecticut	$4B	+$15.8M	4	16.75%	Increased
152	First Manhattan New York	$4B	-$10.4M	17	12.97%	Reduced
153	Aviva London, United Kingdom	$3.98B	-$39.3M	15	13.1%	Reduced
154	State of New Jersey Common Pension Fund D Trenton, New Jersey	$3.96B	+$12.1M	20	11.96%	Increased
155	Fred Alger Management New York	$3.95B	+$38.9M	12	19.6%	Increased
156	ProShare Advisors Bethesda, Maryland	$3.92B	+$416M	22	10.42%	Increased
157	William Blair & Company Chicago, Illinois	$3.89B	+$15.8M	22	12.22%	Increased
158	AustralianSuper Melbourne, Australia	$3.82B	-$552M	8	22.34%	Reduced
159	Raymond James Financial Services Advisors St. Petersburg, Florida	$3.77B	+$2M	25	5.59%	Increased
160	DnB Asset Management Oslo, Norway	$3.68B	-$250M	14	19.19%	Reduced
161	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$3.66B	-$267M	23	14.32%	Reduced
162	Two Sigma Advisers New York	$3.64B	-$595M	31	8.43%	Reduced
163	First Eagle Investment Management New York	$3.6B	-$496M	5	8.18%	Reduced
164	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$3.58B	+$452M	13	17.53%	Increased
165	Zurich Cantonal Bank Zurich, Switzerland	$3.57B	+$42.1M	25	12.51%	Increased
166	Veritas Asset Management London, United Kingdom	$3.54B	+$103M	3	25.64%	Increased
167	Vontobel Asset Management New York	$3.52B	-$51M	4	19.48%	Reduced
168	Alkeon Capital Management New York	$3.42B	+$177M	3	5.87%	Increased
169	Luther King Capital Management (LKCM) Fort Worth, Texas	$3.4B	-$40.4M	9	15.32%	Reduced
170	Commonwealth Equity Services Waltham, Massachusetts	$3.39B	+$42.8M	27	5.63%	Increased
171	Nomura Asset Management Tokyo, Japan	$3.35B	-$18.2M	16	12.16%	Reduced
172	Storebrand Asset Management Lysaker, Norway	$3.33B	-$268M	14	11.34%	Reduced
173	Rockefeller Capital Management New York	$3.31B	+$61M	18	9.66%	Increased
174	Thrivent Financial for Lutherans Minneapolis, Minnesota	$3.3B	-$82.7M	19	6.64%	Reduced
175	STRS Ohio Columbus, Ohio	$3.28B	-$170M	20	13.07%	Reduced