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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	Two Sigma Advisers New York	$1.2B	-$922M	17	2.79%	Reduced
227	Longview Partners St Peter Port, Guernsey	$1.2B	+$18M	1	5.02%	Increased
228	Mawer Investment Management Calgary, Alberta, Canada	$1.19B	+$74.1M	6	9.63%	Increased
229	Marshall Wace North America New York	$1.16B	-$130M	11	5.61%	Reduced
230	Natixis Advisors Boston, Massachusetts	$1.16B	+$24M	13	8.17%	Increased
231	Alkeon Capital Management New York	$1.15B	-$228M	4	4.27%	Reduced
232	Glenmede Trust Philadelphia, Pennsylvania	$1.15B	+$43.8M	20	5.23%	Increased
233	Lord, Abbett & Co Jersey City, New Jersey	$1.14B	+$118M	9	3.82%	Increased
234	Burgundy Asset Management Toronto, Ontario, Canada	$1.12B	-$52.4M	3	10.98%	Reduced
235	Sculptor Capital New York	$1.11B	-$74M	4	11.67%	Reduced
236	Independent Franchise Partners London, United Kingdom	$1.1B	-$293M	2	11.07%	Reduced
237	SCM Steadfast Capital Management New York	$1.08B	+$319M	3	11.86%	Increased
238	Banque Pictet & Cie Geneva 73, Switzerland	$1.07B	+$28.8M	10	18.52%	Increased
239	Yacktman Asset Management Austin, Texas	$1.05B	-$92.8M	3	13.32%	Reduced
240	Commonwealth Equity Services Waltham, Massachusetts	$1.05B	+$53.6M	18	3.99%	Increased
241	State of Michigan Retirement System Lansing, Michigan	$1.04B	-$31.6M	12	8.57%	Reduced
242	Westfield Capital Management Boston, Massachusetts	$1.03B	-$69.7M	6	7.36%	Reduced
243	Nisa Investment Advisors St. Louis, Missouri	$1.03B	-$43.4M	17	8.83%	Reduced
244	D1 Capital Partners New York	$1.03B	-$498M	3	15.07%	Reduced
245	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.03B	-$1.54B	4	3.28%	Reduced
246	Factory Mutual Insurance Waltham, Massachusetts	$1.02B	-$65M	6	15.08%	Reduced
247	Jacobs Levy Equity Management Florham Park, New Jersey	$1.02B	+$144M	13	10.02%	Increased
248	MSL Mackay Shields LLC New York	$1.02B	-$121M	13	7%	Reduced
249	Candriam SCA Strassen, Luxembourg, Luxembourg	$1.01B	+$98.6M	13	10.79%	Increased
250	MG Meritage Group San Francisco, California	$999M	-$79.9M	4	17.54%	Reduced