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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	Appaloosa LP Short Hills, New Jersey	$1.54B	-$679M	4	27.23%	Reduced
227	Axiom Investors Greenwich, Connecticut	$1.52B	-$316K	6	24.59%	Reduced
228	Westfield Capital Management Boston, Massachusetts	$1.51B	-$102M	8	9.8%	Reduced
229	Banque Pictet & Cie Geneva 73, Switzerland	$1.51B	-$12.2M	11	22.82%	Reduced
230	Marshall Wace North America New York	$1.47B	+$25.6M	15	9.45%	Increased
231	Comgest Global Investors Paris, France	$1.47B	-$212K	6	22.01%	Reduced
232	CIBC World Market Toronto, Ontario, Canada	$1.47B	+$1.1M	17	6.38%	Increased
233	Nisa Investment Advisors St. Louis, Missouri	$1.45B	+$93.9M	18	11.66%	Increased
234	Jensen Investment Management Lake Oswego, Oregon	$1.44B	-$228M	5	12.79%	Reduced
235	Fort Washington Investment Advisors Cincinnati, Ohio	$1.44B	-$74.1M	8	15.3%	Reduced
236	LSV Asset Management Chicago, Illinois	$1.43B	+$77M	9	2.94%	Increased
237	SCM Steadfast Capital Management New York	$1.43B	-$385M	4	15.66%	Reduced
238	MUFG Securities EMEA London, United Kingdom	$1.43B	-$301M	9	13.59%	Reduced
239	Millennium Management New York	$1.43B	+$341M	23	1.76%	Increased
240	Aristotle Capital Management Los Angeles, California	$1.4B	+$15.4M	1	4.23%	Increased
241	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.39B	+$171M	18	12.8%	Increased
242	State of Michigan Retirement System Lansing, Michigan	$1.39B	-$23.6M	11	11.03%	Reduced
243	Osaic Holdings Scottsdale, Arizona	$1.38B	-$32.8M	34	4.13%	Reduced
244	Two Sigma Advisers New York	$1.37B	-$256M	14	3.9%	Reduced
245	Calamos Advisors Naperville, Illinois	$1.36B	-$71.5M	14	8.77%	Reduced
246	AIM Allen Investment Management New York	$1.36B	-$26.2M	9	25.28%	Reduced
247	HighTower Advisors Chicago, Illinois	$1.35B	+$20.7M	22	6.5%	Increased
248	Dragoneer Investment Group San Francisco, California	$1.34B	+$798M	3	30.09%	Increased
249	Boston Partners Boston, Massachusetts	$1.33B	-$289M	13	2.43%	Reduced
250	Rockefeller Capital Management New York	$1.3B	-$80.8M	24	12.21%	Reduced