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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	EA Euclid Advisors Hartford, Connecticut	$419M	+$33.7M	8	3.16%	Increased
227	SSM Sound Shore Management Greenwich, Connecticut	$415M	+$45M	4	7.14%	Increased
228	CCMH Cornerstone Capital Management Holdings New York	$414M	-$22.4M	9	4.82%	Reduced
229	MSA Mason Street Advisors Milwaukee, Wisconsin	$413M	-$12.6M	8	3.34%	Reduced
230	Factory Mutual Insurance Waltham, Massachusetts	$411M	-$26.1M	5	5.95%	Reduced
231	Farallon Capital Management San Francisco, California	$409M	+$21.5M	3	8.03%	Increased
232	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$406M	-$13.5M	8	2.6%	Reduced
233	Independent Franchise Partners London, United Kingdom	$402M	-$65.6K	1	6.57%	Reduced
234	KBC Group Brussels, Belgium	$397M	+$45.2M	10	6.27%	Increased
235	GGHC Gilder Gagnon Howe & Co New York	$392M	+$23M	2	5.34%	Increased
236	Nisa Investment Advisors St. Louis, Missouri	$392M	-$1.83M	10	5.56%	Reduced
237	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$389M	+$67M	4	2.26%	Increased
238	HCM Herndon Capital Management Atlanta, Georgia	$386M	-$3.71M	4	4.94%	Reduced
239	TAM Tiverton Asset Management Wilimington, Delaware	$379M	$0	4	8.21%	Maintained
240	F&C Asset Management Edinburgh, Scotland, United Kingdom	$377M	-$23.5M	9	4.77%	Reduced
241	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$376M	-$17.8M	8	3.28%	Reduced
242	Employees Retirement System of Texas Austin, Texas	$373M	+$20.3M	10	4.91%	Increased
243	Victory Capital Management San Antonio, Texas	$370M	+$95.7M	4	2.51%	Increased
244	USS Investment Management London, United Kingdom	$366M	$0	3	6.62%	Maintained
245	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$365M	-$2.1M	4	6.94%	Reduced
246	TSU TD Securities (USA) New York	$364M	-$30.2M	8	6.5%	Reduced
247	Fifth Third Bancorp Cincinnati, Ohio	$362M	-$5.99M	10	3.4%	Reduced
248	Arizona State Retirement System Phoenix, Arizona	$362M	-$12.4M	8	4.58%	Reduced
249	DFO Duquesne Family Office New York	$360M	+$32.6M	2	40.62%	Increased
250	SC Stralem & Co New York	$358M	-$25.6M	4	11.32%	Reduced