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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	Sustainable Growth Advisers Stamford, Connecticut	$359M	-$23.2M	2	8.1%	Reduced
277	GGHC Gilder Gagnon Howe & Co New York	$358M	-$7.8M	5	5.33%	Reduced
278	I.G. Investment Management Winnipeg, Manitoba, Canada	$349M	-$194M	8	1.26%	Reduced
279	ACM Atlanta Capital Management Atlanta, Georgia	$348M	-$38.4M	3	2.39%	Reduced
280	Thomaspartners Boston, Massachusetts	$348M	+$23.8M	3	5.97%	Increased
281	Employees Retirement System of Texas Austin, Texas	$343M	-$284K	11	4.37%	Reduced
282	Suntrust Banks Atlanta, Georgia	$340M	-$26.6M	9	2.31%	Reduced
283	Causeway Capital Management Los Angeles, California	$339M	+$18M	2	9.8%	Increased
284	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$338M	-$28.2M	9	3.83%	Reduced
285	TAM Tiverton Asset Management Wilimington, Delaware	$334M	-$38M	3	6.95%	Reduced
286	Tocqueville Asset Management New York	$330M	+$19.2M	7	3.55%	Increased
287	Aperio Group Sausalito, California	$328M	+$6.13M	10	4.04%	Increased
288	Gulf International Bank (UK) London, United Kingdom	$325M	+$3.87M	9	5.77%	Increased
289	Renaissance Technologies New York	$323M	+$127M	11	0.78%	Increased
290	Scharf Investments Los Gatos, California	$323M	-$90.4M	3	9.69%	Reduced
291	BHG Blue Harbour Group Greenwich, Connecticut	$322M	+$8.01M	1	10.31%	Increased
292	Virginia Retirement Systems Richmond, Virginia	$318M	-$8.85M	7	4.97%	Reduced
293	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$318M	-$23.6M	7	5.37%	Reduced
294	FI Focused Investors Los Angeles, California	$317M	+$4.33M	2	11.48%	Increased
295	Brandywine Global Investment Management Philadelphia, Pennsylvania	$312M	-$128M	4	2.09%	Reduced
296	SA SQ Advisors Naples, Florida	$312M	+$495K	1	11.86%	Increased
297	JP Morgan Private Wealth Advisors San Francisco, California	$311M	+$5.79M	10	3.71%	Increased
298	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$305M	+$8.88M	9	5.96%	Increased
299	Royal London Asset Management United Kingdom	$304M	+$62.7M	8	5.75%	Increased
300	KCM Kensico Capital Management Greenwich, Connecticut	$293M	+$1.39M	1	6.37%	Increased