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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	Aperio Group Sausalito, California	$296M	+$5.93M	9	4.3%	Increased
277	BHG Blue Harbour Group Greenwich, Connecticut	$296M	+$65.2M	1	11.47%	Increased
278	Virginia Retirement Systems Richmond, Virginia	$293M	-$1.43M	7	5.08%	Reduced
279	Two Sigma Investments New York	$293M	+$27.4M	7	1.32%	Increased
280	Millennium Management New York	$293M	+$102M	10	0.81%	Increased
281	Thomaspartners Boston, Massachusetts	$291M	+$44.5M	3	6.08%	Increased
282	Royal London Asset Management United Kingdom	$291M	-$34.2M	9	6.68%	Reduced
283	IRF IBM Retirement Fund Armonk, New York	$288M	-$2.69M	9	5.53%	Reduced
284	DnB Asset Management Oslo, Norway	$281M	+$273M	6	5.96%	New
285	ExxonMobil Investment Management Irving, Texas	$281M	-$9.88M	8	6.32%	Reduced
286	Bessemer Group Woodbridge, New Jersey	$281M	+$14.9M	9	1.73%	Increased
287	CCM Cornerstone Capital Management Edina, Minnesota	$279M	-$220M	2	8.94%	Reduced
288	USSCPF United States Steel & Carnegie Pension Fund New York	$279M	+$49.3M	3	6.19%	Increased
289	Fiera Capital (Canada) Montreal, Quebec, Canada	$276M	-$10.3M	5	1.42%	Reduced
290	Brandes Investment Partners La Jolla, California	$274M	-$5.28M	2	3.32%	Reduced
291	SA SQ Advisors Naples, Florida	$272M	+$10.8M	1	11.08%	Increased
292	OP Oldfield Partners London, United Kingdom	$272M	+$2.7M	1	11.48%	Increased
293	JP Morgan Private Wealth Advisors San Francisco, California	$271M	+$81.8M	9	4.58%	Increased
294	Atalanta Sosnoff Capital New York	$266M	-$190M	5	5.82%	Reduced
295	Edge Asset Management Seattle, Washington	$264M	+$22.9M	6	2.65%	Increased
296	Beck Mack & Oliver New York	$262M	-$5.54M	5	5.89%	Reduced
297	Causeway Capital Management Los Angeles, California	$262M	+$35.8M	2	10.71%	Increased
298	Federated Hermes Pittsburgh, Pennsylvania	$261M	+$17.1M	11	0.82%	Increased
299	Banque Pictet & Cie Geneva 73, Switzerland	$260M	+$36.5M	5	6.51%	Increased
300	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$257M	-$49.6M	9	5.37%	Reduced