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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
276	PHS PFM Health Sciences San Francisco, California	$295M	-$170M	1	5.35%	Reduced
277	SAC Capital Advisors Stamford, Connecticut	$294M	-$114M	11	1.53%	Reduced
278	CCM Cornerstone Capital Management Edina, Minnesota	$294M	+$215M	2	9.51%	Increased
279	IRF IBM Retirement Fund Armonk, New York	$292M	-$165M	9	5.8%	Reduced
280	Rockefeller Financial Services New York	$291M	-$167M	5	6.31%	Reduced
281	Virginia Retirement Systems Richmond, Virginia	$291M	-$9.03M	8	5.49%	Reduced
282	ExxonMobil Investment Management Irving, Texas	$291M	-$688K	8	6.61%	Reduced
283	Aperio Group Sausalito, California	$290M	+$285M	9	4.08%	New
284	Raymond James & Associates St Petersburg, Florida	$290M	+$23.3M	11	1.99%	Increased
285	Fiera Capital (Canada) Montreal, Quebec, Canada	$285M	+$8.79M	5	2.15%	Increased
286	Nomura Holdings Tokyo, Japan	$277M	+$96.9M	12	0.09%	Increased
287	FQ First Quadrant Glendale, California	$277M	+$13.8M	9	6.29%	Increased
288	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$276M	+$94.2M	3	7.35%	Increased
289	Bessemer Group Woodbridge, New Jersey	$275M	-$93M	10	1.86%	Reduced
290	Brandes Investment Partners La Jolla, California	$275M	-$38.8M	3	3.47%	Reduced
291	Two Sigma Investments New York	$275M	-$73.4M	8	1.47%	Reduced
292	ACM Andor Capital Management Rye Brook, New York	$273M	+$10.7M	2	14.49%	Increased
293	Brandywine Global Investment Management Philadelphia, Pennsylvania	$270M	+$97M	3	2.34%	Increased
294	Beck Mack & Oliver New York	$269M	+$4.36M	5	6.29%	Increased
295	AGF Investments Inc Toronto, Ontario, Canada	$264M	+$9.99M	6	2.69%	Increased
296	OP Oldfield Partners London, United Kingdom	$264M	-$95.6M	1	12.63%	Reduced
297	SA SQ Advisors Naples, Florida	$264M	+$21.3M	1	11.48%	Increased
298	Mawer Investment Management Calgary, Alberta, Canada	$263M	-$12.3M	3	3.74%	Reduced
299	DSM Capital Partners Palm Beach Gardens, Florida	$262M	+$60.9M	1	5.47%	Increased
300	Royal London Asset Management United Kingdom	$260M	+$58.9M	9	6.04%	Increased