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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	Rockefeller Capital Management New York	$2.87B	+$108M	18	9.6%	Increased
177	Treasurer of the State of North Carolina Raleigh, North Carolina	$2.87B	+$2.82M	19	13.88%	Increased
178	Alkeon Capital Management New York	$2.87B	-$179M	4	6.4%	Reduced
179	Man Group London, United Kingdom	$2.86B	+$2.72B	23	7.97%	New
180	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$2.77B	-$112M	13	16.03%	Reduced
181	CIBC World Markets New York	$2.75B	+$679M	14	14.99%	Increased
182	Mariner Overland Park, Kansas	$2.75B	+$145M	26	6.51%	Increased
183	Berkshire Hathaway Omaha, Nebraska	$2.74B	$0	2	0.78%	Maintained
184	Asset Management One Tokyo, Japan	$2.74B	-$45.3M	17	11.02%	Reduced
185	Retirement Systems of Alabama Montgomery, Alabama	$2.7B	-$79M	11	11.45%	Reduced
186	CI Investments Inc Toronto, Ontario, Canada	$2.68B	-$179M	20	13.87%	Reduced
187	Rathbones Group Liverpool, United Kingdom	$2.67B	+$54.9M	10	17.21%	Increased
188	NMO Newlands Management Operations Dallas, Texas	$2.57B	+$13.4M	6	23.58%	Increased
189	Mawer Investment Management Calgary, Alberta, Canada	$2.54B	-$45.9M	4	13.03%	Reduced
190	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.52B	-$43.9M	12	9.89%	Reduced
191	Fifth Third Bancorp Cincinnati, Ohio	$2.51B	-$8.84M	24	10.69%	Reduced
192	Renaissance Technologies New York	$2.42B	+$886M	31	3.75%	Increased
193	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$2.41B	+$395M	2	36.63%	Increased
194	Hudson Bay Capital Management Stamford, Connecticut	$2.38B	+$10.9M	7	15.07%	Increased
195	Osaic Holdings Scottsdale, Arizona	$2.35B	-$684M	41	4.11%	Reduced
196	Handelsbanken Fonder Stockholm, Sweden	$2.35B	+$56.9M	23	11.41%	Increased
197	Panagora Asset Management Boston, Massachusetts	$2.33B	+$2.48M	19	13.03%	Increased
198	KeyBank National Association Cleveland, Ohio	$2.33B	-$7.17M	15	10.34%	Reduced
199	Skye Global Management West Palm Beach, Florida	$2.31B	-$414M	2	66.19%	Reduced
200	ING Group Amsterdam, Netherlands	$2.2B	-$88.1M	11	17.67%	Reduced