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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	Commonwealth Equity Services Waltham, Massachusetts	$2.57B	+$31.6M	27	5.23%	Increased
177	Treasurer of the State of North Carolina Raleigh, North Carolina	$2.53B	-$2.39M	20	13.26%	Reduced
178	Storebrand Asset Management Lysaker, Norway	$2.47B	+$112M	17	11.31%	Increased
179	Asset Management One Tokyo, Japan	$2.47B	+$30.9M	20	10.46%	Increased
180	Retirement Systems of Alabama Montgomery, Alabama	$2.46B	-$338M	13	10.99%	Reduced
181	Berkshire Hathaway Omaha, Nebraska	$2.45B	$0	2	0.7%	Maintained
182	Skye Global Management West Palm Beach, Florida	$2.45B	-$241M	2	67.9%	Reduced
183	Mawer Investment Management Calgary, Alberta, Canada	$2.38B	-$105M	4	12.45%	Reduced
184	Man Group London, United Kingdom	$2.31B	+$2.16B	20	7.13%	New
185	SC US (TTGP) Menlo Park, California	$2.3B	-$92.9M	1	21.64%	Reduced
186	Longview Partners St Peter Port, Guernsey	$2.3B	-$73.8M	3	15.04%	Reduced
187	Rockefeller Capital Management New York	$2.29B	-$79.2M	16	8.86%	Reduced
188	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.28B	-$30.1M	14	9.53%	Reduced
189	Fifth Third Bancorp Cincinnati, Ohio	$2.22B	-$31.4M	23	9.81%	Reduced
190	NMO Newlands Management Operations Dallas, Texas	$2.22B	+$473M	6	23.63%	Increased
191	Mariner Overland Park, Kansas	$2.21B	+$64.5M	24	5.92%	Increased
192	Polar Capital Holdings London, United Kingdom	$2.16B	+$86.8M	11	10.89%	Increased
193	Osaic Holdings Scottsdale, Arizona	$2.14B	-$2.99M	43	3.83%	Reduced
194	Temasek Holdings Singapore	$2.13B	+$5.26M	4	12.34%	Increased
195	AP Altarock Partners West Palm Beach, Florida	$2.13B	-$168M	3	51.06%	Reduced
196	Wellcome Trust London, United Kingdom	$2.12B	-$208M	5	27.89%	Reduced
197	KeyBank National Association Cleveland, Ohio	$2.1B	-$29.1M	16	9.53%	Reduced
198	AMF Tjänstepension Stockholm, Sweden	$2.07B	-$148M	7	19.03%	Reduced
199	Bank of Nova Scotia Toronto, Ontario, Canada	$2.05B	+$361M	17	5.38%	Increased
200	Banque Pictet & Cie Geneva 73, Switzerland	$2.04B	-$21.7M	10	17.88%	Reduced