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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	D1 Capital Partners New York	$2.16B	+$72.1M	3	13.02%	Increased
227	GGHC Gilder Gagnon Howe & Co New York	$2.09B	-$15.4M	12	11.89%	Reduced
228	AIG American International Group New York	$2.09B	+$49.1M	26	10.43%	Increased
229	Rockefeller Capital Management New York	$2.06B	+$28.8M	28	9.61%	Increased
230	Brown Brothers Harriman & Co New York	$2.04B	-$32.7M	18	11.47%	Reduced
231	Osaic Holdings Scottsdale, Arizona	$2.04B	-$21.7M	40	3.86%	Reduced
232	State of Michigan Retirement System Lansing, Michigan	$1.99B	+$49.5M	15	10.41%	Increased
233	Jensen Investment Management Lake Oswego, Oregon	$1.94B	-$97.2M	3	13.64%	Reduced
234	Hotchkis & Wiley Capital Management Los Angeles, California	$1.94B	-$162M	4	6.1%	Reduced
235	Third Point New York	$1.94B	+$171M	3	13.51%	Increased
236	Two Sigma Investments New York	$1.86B	+$685M	26	3.97%	Increased
237	Candriam SCA Strassen, Luxembourg, Luxembourg	$1.85B	+$55.6M	14	11.81%	Increased
238	AIM Allen Investment Management New York	$1.84B	-$4.43M	13	23.06%	Reduced
239	LSV Asset Management Chicago, Illinois	$1.84B	+$98M	11	3.26%	Increased
240	Independent Franchise Partners London, United Kingdom	$1.82B	-$417M	3	14.36%	Reduced
241	SCGE Management Menlo Park, California	$1.8B	-$146M	4	20.4%	Reduced
242	Westfield Capital Management Boston, Massachusetts	$1.79B	+$45.4M	9	10.65%	Increased
243	Apollo Management Holdings New York	$1.75B	+$5.64M	2	7.62%	Increased
244	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$1.75B	-$54.3M	7	8.16%	Reduced
245	Mairs & Power Inc St Paul, Minnesota	$1.74B	+$9.52M	6	16.14%	Increased
246	Menora Mivtachim Holdings Ramat Gan, Israel	$1.73B	+$298M	4	23.51%	Increased
247	Virginia Retirement Systems Richmond, Virginia	$1.73B	+$12.6M	17	11.77%	Increased
248	Arizona State Retirement System Phoenix, Arizona	$1.7B	-$30M	25	12.93%	Reduced
249	Glenmede Trust Philadelphia, Pennsylvania	$1.69B	-$18.3M	17	8.04%	Reduced
250	Troy Asset Management London, United Kingdom	$1.69B	-$36.2M	2	29.51%	Reduced