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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
251	Farallon Capital Management San Francisco, California	$362M	-$89.3M	3	7.5%	Reduced
252	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$360M	+$10.3M	4	6.87%	Increased
253	USS Investment Management London, United Kingdom	$359M	-$7.54M	3	6.89%	Reduced
254	Alkeon Capital Management New York	$358M	-$11M	2	6.03%	Reduced
255	Tiger Global Management New York	$356M	+$48.1M	2	4.44%	Increased
256	Fifth Third Bancorp Cincinnati, Ohio	$356M	+$3.59M	8	3.44%	Increased
257	Employees Retirement System of Texas Austin, Texas	$349M	-$7.63M	10	4.51%	Reduced
258	Millennium Management New York	$349M	+$91.5M	13	1.1%	Increased
259	EP Edinburgh Partners Edinburgh, United Kingdom	$347M	-$37.9M	2	27.48%	Reduced
260	DekaBank Deutsche Girozentrale Frankfurt, Germany	$346M	-$12.9M	10	5.68%	Reduced
261	Los Angeles Capital Management Los Angeles, California	$345M	+$32.3M	10	3.86%	Increased
262	TGA Trilogy Global Advisors Winter Park, Florida	$345M	-$26.2M	3	7.05%	Reduced
263	ZE ZBI Equities New York	$345M	+$311M	2	18.66%	New
264	SSM Sound Shore Management Greenwich, Connecticut	$344M	+$40.9M	4	5.79%	Increased
265	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$343M	+$181M	3	9.07%	Increased
266	Atalanta Sosnoff Capital New York	$342M	+$17.8M	4	7.37%	Increased
267	Two Sigma Investments New York	$342M	-$92.4M	7	1.89%	Reduced
268	Mondrian Investment Partners London, United Kingdom	$339M	+$37M	3	4.74%	Increased
269	Sarasin & Partners London, United Kingdom	$331M	-$3.72M	3	4.64%	Reduced
270	Soros Fund Management New York	$327M	-$575M	6	2.77%	Reduced
271	DFO Duquesne Family Office New York	$324M	+$10.2M	2	21.61%	Increased
272	H Hexavest Montreal, Quebec, Canada	$322M	-$1.12M	4	4.94%	Reduced
273	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$314M	+$88.5M	2	2.25%	Increased
274	Mackenzie Financial Toronto Ontario, Ontario, Canada	$313M	-$50M	8	1.58%	Reduced
275	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$313M	-$20.1M	9	6.53%	Reduced