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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	C WorldWide Group Copenhagen, Denmark	$384M	-$42.6M	2	5.49%	Reduced
252	SSM Sound Shore Management Greenwich, Connecticut	$380M	-$146M	2	6.13%	Reduced
253	GH GAM Holding Zurich, Switzerland	$380M	+$540K	10	5.5%	Increased
254	M&T Bank Buffalo, New York	$380M	-$3.46M	11	2.29%	Reduced
255	Two Sigma Investments New York	$375M	+$2.73M	11	1.75%	Increased
256	Fifth Third Bancorp Cincinnati, Ohio	$373M	+$11.6M	10	3.25%	Increased
257	Factory Mutual Insurance Waltham, Massachusetts	$369M	-$16.4M	5	4.82%	Reduced
258	Thomaspartners Boston, Massachusetts	$368M	+$8.63M	3	5.94%	Increased
259	Glenmede Trust Philadelphia, Pennsylvania	$367M	-$61.8M	10	2.65%	Reduced
260	PIA Piedmont Investment Advisors Durham, North Carolina	$358M	+$248M	6	7.57%	Increased
261	Cornerstone Investment Partners Atlanta, Georgia	$358M	-$110M	4	8.44%	Reduced
262	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$355M	-$67.2M	4	6.36%	Reduced
263	Tiger Global Management New York	$355M	-$255M	3	3.63%	Reduced
264	Nisa Investment Advisors St. Louis, Missouri	$353M	-$24.7M	9	5%	Reduced
265	South Dakota Investment Council Sioux Falls, South Dakota	$352M	-$13.9M	6	7.07%	Reduced
266	Suntrust Banks Atlanta, Georgia	$347M	-$8.05M	8	2.23%	Reduced
267	Fayez Sarofim & Co Houston, Texas	$345M	-$18M	5	1.76%	Reduced
268	BHG Blue Harbour Group Greenwich, Connecticut	$345M	-$40.5M	1	10.06%	Reduced
269	Brandywine Global Investment Management Philadelphia, Pennsylvania	$343M	+$24.2M	4	2.14%	Increased
270	John W. Bristol & Co New York	$342M	-$52.8M	3	7.32%	Reduced
271	Farallon Capital Management San Francisco, California	$339M	+$33.5M	3	4.55%	Increased
272	Ruffer LLP London, United Kingdom	$338M	+$44.3M	4	14.71%	Increased
273	NIMC NWQ Investment Management Company Los Angeles, California	$336M	+$27.2M	4	4.64%	Increased
274	Gulf International Bank (UK) London, United Kingdom	$336M	+$3M	9	5.85%	Increased
275	FI Focused Investors Los Angeles, California	$335M	-$3.82M	2	11.64%	Reduced