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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
226	TGA Trilogy Global Advisors Winter Park, Florida	$375M	+$356M	3	8.7%	New
227	LSV Asset Management Chicago, Illinois	$373M	+$357M	6	1%	New
228	SC Stralem & Co New York	$371M	+$377M	4	11.24%	New
229	MSA Mason Street Advisors Milwaukee, Wisconsin	$363M	+$362M	8	4%	New
230	Flossbach Von Storch Cologne, Germany	$361M	+$360M	4	10.92%	New
231	Maverick Capital Dallas, Texas	$361M	+$366M	2	4.88%	New
232	Glenmede Trust Philadelphia, Pennsylvania	$360M	+$364M	11	4.48%	New
233	Diamond Hill Capital Management Columbus, Ohio	$358M	+$357M	2	3.86%	New
234	SAC Capital Advisors Stamford, Connecticut	$358M	+$349M	12	1.97%	New
235	NG NatWest Group Edinburgh, Scotland, United Kingdom	$356M	+$357M	9	5.05%	New
236	Nisa Investment Advisors St. Louis, Missouri	$354M	+$353M	9	5.48%	New
237	Atalanta Sosnoff Capital New York	$350M	+$339M	5	8.49%	New
238	WBC Westpac Banking Corp Sydney, Australia	$349M	+$414M	11	5.33%	New
239	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$345M	+$343M	8	2.7%	New
240	Employees Retirement System of Texas Austin, Texas	$344M	+$341M	10	4.08%	New
241	Nuveen Charlotte, North Carolina	$343M	+$341M	8	2.3%	New
242	GGHC Gilder Gagnon Howe & Co New York	$334M	+$321M	3	6.31%	New
243	Arizona State Retirement System Phoenix, Arizona	$330M	+$327M	8	4.5%	New
244	Mackenzie Financial Toronto Ontario, Ontario, Canada	$329M	+$333M	9	1.57%	New
245	Two Sigma Investments New York	$323M	+$334M	8	2.25%	New
246	TSU TD Securities (USA) New York	$320M	+$319M	8	6.38%	New
247	USS Investment Management London, United Kingdom	$319M	+$312M	4	6.81%	New
248	Fifth Third Bancorp Cincinnati, Ohio	$318M	+$322M	10	3.39%	New
249	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$315M	+$311M	4	5.65%	New
250	ProShare Advisors Bethesda, Maryland	$313M	+$311M	10	6.15%	New