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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	Boston Partners Boston, Massachusetts	$1.43B	-$258M	7	1.93%	Reduced
252	Teacher Retirement System of Texas Austin, Texas	$1.43B	-$160M	20	9.61%	Reduced
253	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$1.43B	-$1.1B	2	27.48%	Reduced
254	Balyasny Asset Management Chicago, Illinois	$1.4B	+$501M	22	3.09%	Increased
255	Pershing Square Capital Management New York	$1.4B	+$151M	2	12.91%	Increased
256	Westfield Capital Management Boston, Massachusetts	$1.37B	+$4.29M	8	8.69%	Increased
257	Zurich Insurance Group Zurich, Switzerland	$1.37B	+$183M	3	14.18%	Increased
258	Harding Loevner Bridgewater, New Jersey	$1.36B	-$121M	5	7.96%	Reduced
259	Glenmede Trust Philadelphia, Pennsylvania	$1.36B	-$109K	15	7.72%	Reduced
260	Hudson Bay Capital Management Stamford, Connecticut	$1.36B	+$14.6M	8	9.87%	Increased
261	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$1.36B	-$6.18M	16	14.48%	Reduced
262	Första AP-fonden Stockholm, Sweden	$1.35B	-$2.86M	14	14.57%	Reduced
263	Sarasin & Partners London, United Kingdom	$1.34B	+$10.3M	4	15.59%	Increased
264	Scotia Capital Toronto, Ontario, Canada	$1.33B	-$2.76M	11	9.14%	Reduced
265	Yacktman Asset Management Austin, Texas	$1.32B	-$1.96M	3	12.5%	Reduced
266	Jacobs Levy Equity Management Florham Park, New Jersey	$1.32B	+$31.7M	13	7.59%	Increased
267	M&G Investment Management London, United Kingdom	$1.32B	-$17.2M	10	5.26%	Reduced
268	CAPTRUST Financial Advisors Raleigh, North Carolina	$1.28B	+$29.9M	23	5.04%	Increased
269	Carmignac Gestion Paris, France	$1.28B	-$2.67M	6	21.99%	Reduced
270	Gateway Investment Advisers Cincinnati, Ohio	$1.28B	-$34.6M	10	15.01%	Reduced
271	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.27B	-$24M	29	1.65%	Reduced
272	Natixis Paris, France	$1.27B	+$450M	14	10.31%	Increased
273	UniSuper Management Melbourne, Victoria, Australia	$1.26B	+$1.17B	16	14.35%	New
274	PineBridge Investments New York	$1.26B	+$22.9M	19	13.56%	Increased
275	LSV Asset Management Chicago, Illinois	$1.25B	-$33.4M	7	2.75%	Reduced