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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	Scharf Investments Los Gatos, California	$392M	+$21.5M	3	10.29%	Increased
252	Farallon Capital Management San Francisco, California	$391M	+$24.6M	2	5.17%	Increased
253	Fayez Sarofim & Co Houston, Texas	$386M	+$75.6M	5	2.23%	Increased
254	Cornerstone Investment Partners Atlanta, Georgia	$385M	+$46M	5	10.96%	Increased
255	Findlay Park Partners London, United Kingdom	$384M	+$111M	2	4.27%	Increased
256	Glenmede Trust Philadelphia, Pennsylvania	$383M	+$24.6M	10	2.81%	Increased
257	HCM Holland Capital Management Chicago, Illinois	$380M	-$77.5M	4	9.89%	Reduced
258	PIA Piedmont Investment Advisors Durham, North Carolina	$379M	-$3.7M	6	8.55%	Reduced
259	Employees Provident Fund Board Shah Alam, Malaysia	$376M	-$26.2M	5	14.3%	Reduced
260	Aristotle Capital Management Los Angeles, California	$376M	+$8.95M	2	4.69%	Increased
261	PointState Capital New York	$373M	+$81.1M	3	10.43%	Increased
262	Nisa Investment Advisors St. Louis, Missouri	$368M	+$955K	9	5.62%	Increased
263	Comerica Bank Dallas, Texas	$368M	-$393M	9	3.48%	Reduced
264	DnB Asset Management Oslo, Norway	$362M	-$102M	9	9.04%	Reduced
265	Thomaspartners Boston, Massachusetts	$361M	+$16.7M	3	6.07%	Increased
266	Atalanta Sosnoff Capital New York	$353M	+$50.9M	5	11.27%	Increased
267	Gulf International Bank (UK) London, United Kingdom	$351M	+$208K	9	6.59%	Increased
268	Tocqueville Asset Management New York	$349M	+$930K	8	4.66%	Increased
269	Balyasny Asset Management Chicago, Illinois	$348M	-$21.8M	6	2.57%	Reduced
270	Virginia Retirement Systems Richmond, Virginia	$346M	+$29.9M	8	5.33%	Increased
271	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$346M	-$313M	8	3.18%	Reduced
272	Suntrust Banks Atlanta, Georgia	$346M	-$7.26M	8	2.34%	Reduced
273	South Dakota Investment Council Sioux Falls, South Dakota	$344M	-$17.3M	5	7.89%	Reduced
274	TAM Tiverton Asset Management Wilimington, Delaware	$343M	+$11M	5	7.6%	Increased
275	Victory Capital Management San Antonio, Texas	$342M	-$105M	11	1.41%	Reduced