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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	CCM Cantillon Capital Management New York	$486M	+$2.41M	1	10.01%	Increased
227	Comgest Global Investors Paris, France	$480M	+$552M	5	14.64%	New
228	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$467M	+$32.8M	9	3.53%	Increased
229	BRC Blue Ridge Capital New York	$466M	-$277M	3	5.66%	Reduced
230	Appaloosa Management Miami Beach, Florida	$459M	-$177M	1	11.34%	Reduced
231	Two Sigma Investments New York	$458M	-$96.9M	13	2.53%	Reduced
232	Soros Fund Management New York	$457M	-$120M	1	4.99%	Reduced
233	Rockefeller Financial Services New York	$452M	-$38.7M	6	9.9%	Reduced
234	Nuveen Charlotte, North Carolina	$451M	+$53.8M	9	2.54%	Increased
235	EA Euclid Advisors Hartford, Connecticut	$451M	+$19.9M	8	4.2%	Increased
236	Glenmede Trust Philadelphia, Pennsylvania	$450M	+$4M	11	3.53%	Increased
237	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$442M	+$63.8M	4	2.73%	Increased
238	GTP Global Thematic Partners New York	$438M	+$56.1M	2	6.9%	Increased
239	DekaBank Deutsche Girozentrale Frankfurt, Germany	$436M	-$128K	10	5.5%	Reduced
240	VFA Virtus Fund Advisers Hartford, Connecticut	$436M	+$29.9M	9	3.21%	Increased
241	Millennium Management New York	$434M	+$146M	13	0.92%	Increased
242	TPSF Texas Permanent School Fund Austin, Texas	$428M	-$9.57M	8	4.7%	Reduced
243	CCMH Cornerstone Capital Management Holdings New York	$428M	+$29.2M	8	4.39%	Increased
244	TSU TD Securities (USA) New York	$428M	+$33.4M	8	6.12%	Increased
245	Farallon Capital Management San Francisco, California	$427M	+$63.1M	2	5.83%	Increased
246	Raymond James & Associates St Petersburg, Florida	$426M	+$83.6M	10	2.08%	Increased
247	Marsico Capital Management Denver, Colorado	$425M	-$608M	1	3.42%	Reduced
248	USS Investment Management London, United Kingdom	$425M	+$34.8M	4	6.98%	Increased
249	Employees Provident Fund Board Shah Alam, Malaysia	$419M	-$37.9M	4	12.81%	Reduced
250	TGA Trilogy Global Advisors Winter Park, Florida	$418M	+$58.7M	4	8.67%	Increased