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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
201	Nomura Asset Management Tokyo, Japan	$1.73B	-$86.6M	14	14.66%	Reduced
202	Brown Brothers Harriman & Co New York	$1.73B	-$91.8M	16	13%	Reduced
203	USS Investment Management London, United Kingdom	$1.73B	+$88M	15	18.05%	Increased
204	SoftBank Group Tokyo, Japan	$1.7B	+$1.53B	3	9.72%	New
205	William Blair Investment Management Chicago, Illinois	$1.69B	-$997M	9	6.89%	Reduced
206	Teacher Retirement System of Texas Austin, Texas	$1.69B	+$211M	14	13.76%	Increased
207	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$1.68B	+$716M	9	13.47%	Increased
208	DnB Asset Management Oslo, Norway	$1.66B	+$12.3M	12	19.47%	Increased
209	Jane Street New York	$1.66B	-$88.6M	28	1.24%	Reduced
210	Treasurer of the State of North Carolina Raleigh, North Carolina	$1.62B	-$214M	18	13.42%	Reduced
211	Jensen Investment Management Lake Oswego, Oregon	$1.62B	-$23.7M	5	15.5%	Reduced
212	KeyBank National Association Cleveland, Ohio	$1.61B	-$6.63M	14	9.27%	Reduced
213	Lord, Abbett & Co Jersey City, New Jersey	$1.59B	-$198M	8	5.56%	Reduced
214	Zurich Cantonal Bank Zurich, Switzerland	$1.58B	-$162M	22	13.58%	Reduced
215	MUFG Securities EMEA London, United Kingdom	$1.58B	-$509M	10	13.73%	Reduced
216	Fifth Third Bancorp Cincinnati, Ohio	$1.55B	+$26.6M	17	9.29%	Increased
217	Boston Partners Boston, Massachusetts	$1.54B	-$258M	12	2.83%	Reduced
218	Bank of Nova Scotia Toronto, Ontario, Canada	$1.54B	-$623M	16	5.3%	Reduced
219	SCM Steadfast Capital Management New York	$1.53B	+$261M	4	17.49%	Increased
220	Natixis Advisors Boston, Massachusetts	$1.53B	+$47.1M	12	10.15%	Increased
221	Two Sigma Advisers New York	$1.51B	+$82.1M	17	4.44%	Increased
222	Bank Julius Baer & Co Zurich, Switzerland	$1.5B	+$788M	14	17.3%	Increased
223	Westfield Capital Management Boston, Massachusetts	$1.5B	+$685K	9	10.29%	Increased
224	Commonwealth Equity Services Waltham, Massachusetts	$1.49B	+$67.5M	22	5.62%	Increased
225	Berkshire Hathaway Omaha, Nebraska	$1.47B	$0	1	0.73%	Maintained