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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	Two Sigma Advisers New York	$358M	+$127M	9	2.7%	Increased
277	Mondrian Investment Partners London, United Kingdom	$358M	-$22.6M	3	4.97%	Reduced
278	Employees Retirement System of Texas Austin, Texas	$355M	-$464K	11	4.67%	Reduced
279	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$354M	+$352M	7	5.61%	New
280	Raymond James & Associates St Petersburg, Florida	$352M	+$14.5M	10	2.02%	Increased
281	Virginia Retirement Systems Richmond, Virginia	$337M	+$33.8M	7	5.58%	Increased
282	FI Focused Investors Los Angeles, California	$336M	-$2.11M	2	12.38%	Reduced
283	Aperio Group Sausalito, California	$333M	+$25.8M	9	4.49%	Increased
284	Gulf International Bank (UK) London, United Kingdom	$332M	-$881K	9	6.15%	Reduced
285	SSM Sound Shore Management Greenwich, Connecticut	$330M	-$100M	3	5.31%	Reduced
286	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$326M	+$141M	3	5.31%	Increased
287	EP Edinburgh Partners Edinburgh, United Kingdom	$324M	-$22.4M	2	34.68%	Reduced
288	Thomaspartners Boston, Massachusetts	$322M	+$19.8M	3	6.27%	Increased
289	JP Morgan Private Wealth Advisors San Francisco, California	$321M	+$40.4M	10	4.13%	Increased
290	Tocqueville Asset Management New York	$319M	-$12.4M	7	3.54%	Reduced
291	Victory Capital Management San Antonio, Texas	$319M	-$95.1M	6	2.41%	Reduced
292	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$307M	+$39.5M	9	6.54%	Increased
293	Fjarde Ap-fonden Stockholm, Sweden	$301M	-$27.8M	9	6.45%	Reduced
294	Millennium Management New York	$299M	-$2.73M	13	0.76%	Reduced
295	BHG Blue Harbour Group Greenwich, Connecticut	$298M	+$7.87M	1	11.67%	Increased
296	CCM Cornerstone Capital Management Edina, Minnesota	$297M	+$18.1M	3	9.71%	Increased
297	PHS PFM Health Sciences San Francisco, California	$294M	+$148M	2	6.76%	Increased
298	IRF IBM Retirement Fund Armonk, New York	$292M	-$8.2M	9	5.84%	Reduced
299	KCM Kensico Capital Management Greenwich, Connecticut	$291M	+$24.5M	1	6.42%	Increased
300	Mackenzie Financial Toronto Ontario, Ontario, Canada	$291M	-$18.3M	6	1.46%	Reduced