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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	Prudential plc London, England, United Kingdom	$1.46B	-$207M	14	10.13%	Reduced
252	Melvin Capital Management New York	$1.45B	-$179M	4	8.3%	Reduced
253	GGHC Gilder Gagnon Howe & Co New York	$1.44B	-$96.2M	10	7.77%	Reduced
254	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$1.44B	+$385M	14	9.28%	Increased
255	Farallon Capital Management San Francisco, California	$1.44B	+$79.1M	3	7.16%	Increased
256	Nikko Asset Management Americas New York	$1.44B	+$159M	9	7.04%	Increased
257	Appaloosa LP Short Hills, New Jersey	$1.42B	-$291M	4	20.4%	Reduced
258	Fjarde Ap-fonden Stockholm, Sweden	$1.38B	+$5.12M	14	12.64%	Increased
259	Jacobs Levy Equity Management Florham Park, New Jersey	$1.35B	-$79.6M	9	10.42%	Reduced
260	Glenmede Trust Philadelphia, Pennsylvania	$1.34B	-$16.3M	16	7.23%	Reduced
261	M&T Bank Buffalo, New York	$1.34B	+$945K	15	5.78%	Increased
262	Arizona State Retirement System Phoenix, Arizona	$1.32B	-$29.9M	23	11.54%	Reduced
263	Gateway Investment Advisers Cincinnati, Ohio	$1.31B	-$83.8M	9	14.24%	Reduced
264	PGGM Investments Zeist, Netherlands	$1.3B	+$71.3M	7	5.62%	Increased
265	GIM Genesis Investment Management London, United Kingdom	$1.29B	+$42.7M	2	42.76%	Increased
266	Carmignac Gestion Paris, France	$1.27B	-$35.2M	5	14.55%	Reduced
267	SG Americas Securities New York	$1.26B	-$13.4M	25	6.61%	Reduced
268	Commerce Bank Kansas City, Missouri	$1.24B	+$6.3M	16	9.44%	Increased
269	Troy Asset Management London, United Kingdom	$1.23B	+$5.65M	2	23.06%	Increased
270	Mairs & Power Inc St Paul, Minnesota	$1.21B	+$16.5M	6	12.7%	Increased
271	Rathbones Group Liverpool, United Kingdom	$1.2B	+$84.3M	9	15.39%	Increased
272	Dragoneer Investment Group San Francisco, California	$1.2B	-$152M	3	17.14%	Reduced
273	Third Point New York	$1.16B	-$453M	3	7.84%	Reduced
274	Holocene Advisors New York	$1.16B	+$851M	14	7.25%	Increased
275	Parallax Volatility Advisers San Francisco, California	$1.15B	-$81.8M	23	0.99%	Reduced