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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	MUFG Securities EMEA London, United Kingdom	$1.7B	+$153M	8	12.96%	Increased
227	BNP Paribas Financial Markets Paris, France	$1.7B	-$3.13B	24	3.16%	Reduced
228	Nisa Investment Advisors St. Louis, Missouri	$1.67B	+$118M	21	10.73%	Increased
229	Banque Pictet & Cie Geneva 73, Switzerland	$1.66B	+$7.23M	11	22.53%	Increased
230	Appaloosa LP Short Hills, New Jersey	$1.65B	+$139M	4	24.74%	Increased
231	HighTower Advisors Chicago, Illinois	$1.64B	+$201M	20	6.83%	Increased
232	Lord, Abbett & Co Jersey City, New Jersey	$1.63B	-$178M	8	4.32%	Reduced
233	Whale Rock Capital Management Boston, Massachusetts	$1.63B	-$1.47B	6	10.83%	Reduced
234	GGHC Gilder Gagnon Howe & Co New York	$1.63B	+$15.9M	10	8.08%	Increased
235	Jensen Investment Management Lake Oswego, Oregon	$1.62B	+$6.97M	5	13.44%	Increased
236	Renaissance Technologies New York	$1.62B	+$370M	19	1.75%	Increased
237	Prudential plc London, England, United Kingdom	$1.6B	-$432M	14	8.48%	Reduced
238	Westfield Capital Management Boston, Massachusetts	$1.59B	-$95.6M	8	9.45%	Reduced
239	Melvin Capital Management New York	$1.58B	-$529M	4	6.65%	Reduced
240	Aristotle Capital Management Los Angeles, California	$1.57B	+$91M	1	3.9%	Increased
241	LSV Asset Management Chicago, Illinois	$1.56B	-$36.8M	9	2.83%	Reduced
242	Two Sigma Advisers New York	$1.56B	+$89.5M	16	4.16%	Increased
243	Natixis Advisors Boston, Massachusetts	$1.55B	-$151M	13	8.95%	Reduced
244	Rockefeller Capital Management New York	$1.55B	+$213M	25	11.76%	Increased
245	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.55B	+$74.1M	18	11.99%	Increased
246	Third Point New York	$1.54B	-$23.4M	4	11.89%	Reduced
247	Dragoneer Investment Group San Francisco, California	$1.53B	+$52.9M	3	22.94%	Increased
248	State of Michigan Retirement System Lansing, Michigan	$1.49B	+$1.5M	12	10.18%	Increased
249	AIM Allen Investment Management New York	$1.47B	+$42.3M	9	24.92%	Increased
250	Sculptor Capital New York	$1.47B	+$446M	5	6.33%	Increased