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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	Commerce Bank Kansas City, Missouri	$1.22B	-$25.8M	20	9.9%	Reduced
252	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$1.21B	+$76.6M	2	25.47%	Increased
253	CCM Cantillon Capital Management New York	$1.19B	+$27.9M	3	9.91%	Increased
254	Amalgamated Bank New York	$1.18B	-$42.2M	26	11.03%	Reduced
255	Hudson Bay Capital Management Stamford, Connecticut	$1.18B	+$1.19B	10	8.91%	Increased
256	Creative Planning Overland Park, Kansas	$1.18B	+$176M	26	1.94%	Increased
257	Jacobs Levy Equity Management Florham Park, New Jersey	$1.16B	+$30.7M	13	8.97%	Increased
258	BI BlueSpruce Investments Chicago, Illinois	$1.16B	+$75.1M	2	22.3%	Increased
259	Westfield Capital Management Boston, Massachusetts	$1.15B	-$64M	9	9.07%	Reduced
260	CIBC Asset Management Toronto, Ontario, Canada	$1.15B	+$67.1M	16	4.66%	Increased
261	ING Group Amsterdam, Netherlands	$1.14B	-$153M	11	13.17%	Reduced
262	USS Investment Management London, United Kingdom	$1.14B	-$46.7M	15	11.36%	Reduced
263	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$1.11B	+$3.65M	18	13.64%	Increased
264	Whale Rock Capital Management Boston, Massachusetts	$1.1B	-$799M	8	32.8%	Reduced
265	Coatue Management New York	$1.08B	-$171M	5	13.1%	Reduced
266	Yacktman Asset Management Austin, Texas	$1.05B	+$792K	3	10.92%	Increased
267	Artemis Investment Management Edinburgh, United Kingdom	$1.04B	-$290M	8	10.73%	Reduced
268	Scotia Capital Toronto, Ontario, Canada	$1.03B	+$9.34M	12	7.66%	Increased
269	B. Metzler seel. Sohn & Co Frankfurt, Germany	$1.03B	-$53.4M	16	16.88%	Reduced
270	PineBridge Investments New York	$1.03B	+$35.3M	19	12.95%	Increased
271	Första AP-fonden Stockholm, Sweden	$1.01B	-$1.64M	14	13.13%	Reduced
272	M&G Investment Management London, United Kingdom	$1.01B	+$138M	11	5.95%	Increased
273	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$997M	+$52.4M	5	11.15%	Increased
274	Sarasin & Partners London, United Kingdom	$987M	-$80.7M	4	12.45%	Reduced
275	First Pacific Advisors El Segundo, California	$978M	+$99.1M	5	14.48%	Increased