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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	Troy Asset Management London, United Kingdom	$1.58B	-$4.3M	2	28.12%	Reduced
252	Amalgamated Bank New York	$1.58B	+$58.7M	26	12.26%	Increased
253	Amalgamated Financial New York	$1.58B	+$1.53B	25	12.53%	New
254	Glenmede Trust Philadelphia, Pennsylvania	$1.56B	-$44.7M	17	7.66%	Reduced
255	GGHC Gilder Gagnon Howe & Co New York	$1.54B	-$293M	10	14.22%	Reduced
256	M&T Bank Buffalo, New York	$1.53B	-$13.7M	19	6.76%	Reduced
257	Gateway Investment Advisers Cincinnati, Ohio	$1.53B	+$34.8M	11	15.08%	Increased
258	Mariner Overland Park, Kansas	$1.52B	+$404M	16	5.74%	Increased
259	USS Investment Management London, United Kingdom	$1.52B	+$11.7M	16	12.43%	Increased
260	Tower Research Capital (TRC) New York	$1.5B	+$815M	43	14.31%	Increased
261	PGGM Investments Zeist, Netherlands	$1.47B	$0	9	7.3%	Maintained
262	Jacobs Levy Equity Management Florham Park, New Jersey	$1.47B	-$24.7M	12	9.86%	Reduced
263	CCM Cantillon Capital Management New York	$1.46B	+$39.3M	3	10.44%	Increased
264	Apollo Management Holdings New York	$1.46B	+$5.14M	6	6.89%	Increased
265	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$1.43B	+$13.4M	17	14.65%	Increased
266	Harding Loevner Bridgewater, New Jersey	$1.41B	-$238M	5	7.78%	Reduced
267	Fjarde Ap-fonden Stockholm, Sweden	$1.41B	-$96.1M	14	13.87%	Reduced
268	CIBC Asset Management Toronto, Ontario, Canada	$1.41B	+$70.3M	19	4.94%	Increased
269	Longview Partners St Peter Port, Guernsey	$1.4B	-$43.2M	2	9.14%	Reduced
270	Sarasin & Partners London, United Kingdom	$1.39B	-$38.4M	4	13.96%	Reduced
271	E Fund Management Guangzhou, China	$1.39B	+$326M	8	45.42%	Increased
272	B. Metzler seel. Sohn & Co Frankfurt, Germany	$1.39B	-$341K	16	18.58%	Reduced
273	MXM Mayfield XIV Management Menlo Park, California	$1.35B	$0	1	100%	Maintained
274	Fundsmith Investment Services Grande Riviere Noire, Mauritius	$1.34B	+$1.29B	3	18.42%	Increased
275	SCGE Management Menlo Park, California	$1.34B	-$132M	4	20.74%	Reduced