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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
176	Davis Selected Advisers Tucson, Arizona	$2.83B	-$105M	8	14.3%	Reduced
177	Bank Julius Baer & Co Zurich, Switzerland	$2.81B	-$69.1M	17	16.81%	Reduced
178	Storebrand Asset Management Lysaker, Norway	$2.81B	-$27.3M	17	13.23%	Reduced
179	Asset Management One Tokyo, Japan	$2.7B	-$135M	22	10.55%	Reduced
180	Wellcome Trust London, United Kingdom	$2.67B	+$34.8M	5	27.91%	Increased
181	Alkeon Capital Management New York	$2.65B	-$593M	5	5.32%	Reduced
182	C WorldWide Group Copenhagen, Denmark	$2.63B	-$71M	4	28.7%	Reduced
183	Marshall Wace London, United Kingdom	$2.63B	-$1.98B	30	4.98%	Reduced
184	Lord, Abbett & Co Jersey City, New Jersey	$2.63B	-$467M	8	7%	Reduced
185	VVP Vulcan Value Partners Birmingham, Alabama	$2.55B	-$197M	3	15.67%	Reduced
186	Two Sigma Advisers New York	$2.54B	+$220M	24	6.75%	Increased
187	Natixis Advisors Boston, Massachusetts	$2.53B	+$28.7M	18	9.64%	Increased
188	Treasurer of the State of North Carolina Raleigh, North Carolina	$2.52B	+$14.1M	20	13.94%	Increased
189	DSM Capital Partners Palm Beach Gardens, Florida	$2.51B	-$466M	4	33.49%	Reduced
190	Zurich Cantonal Bank Zurich, Switzerland	$2.5B	+$86.9M	27	12.32%	Increased
191	Findlay Park Partners London, United Kingdom	$2.49B	+$83.4M	3	18.83%	Increased
192	Calamos Advisors Naperville, Illinois	$2.49B	+$221M	13	9.33%	Increased
193	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.48B	-$32.4M	15	9.56%	Reduced
194	Whale Rock Capital Management Boston, Massachusetts	$2.48B	-$270M	7	30.75%	Reduced
195	Commonwealth Equity Services Waltham, Massachusetts	$2.48B	+$119M	27	5.66%	Increased
196	Aviva London, United Kingdom	$2.46B	-$424M	18	12.29%	Reduced
197	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$2.46B	-$277M	17	14.42%	Reduced
198	Renaissance Technologies New York	$2.46B	-$280M	30	2.88%	Reduced
199	CIBC World Markets New York	$2.45B	-$720M	11	19.18%	Reduced
200	NN Investment Partners Holdings The Hague, Netherlands	$2.45B	-$90.6M	18	13.18%	Reduced