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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 Investments New York	$344M	-$93.6M	12	1.6%	Reduced
277	HAM HHR Asset Management Berkeley Heights, New Jersey	$341M	+$93.3M	3	13.17%	Increased
278	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$339M	-$2.84M	8	3.92%	Reduced
279	Fort Washington Investment Advisors Cincinnati, Ohio	$338M	+$46.7M	7	6.73%	Increased
280	H Hexavest Montreal, Quebec, Canada	$332M	-$15.8M	3	5.27%	Reduced
281	Causeway Capital Management Los Angeles, California	$330M	-$30.1M	2	8.63%	Reduced
282	HMP HS Management Partners New York	$328M	+$93.7M	2	13.2%	Increased
283	NIMC NWQ Investment Management Company Los Angeles, California	$327M	-$23.9M	3	4.07%	Reduced
284	ACM Atlanta Capital Management Atlanta, Georgia	$326M	-$28.4M	3	2.22%	Reduced
285	Gulf International Bank (UK) London, United Kingdom	$324M	+$3.56M	9	5.78%	Increased
286	Two Sigma Advisers New York	$324M	-$153M	8	2.38%	Reduced
287	Tocqueville Asset Management New York	$324M	-$5.77M	7	3.81%	Reduced
288	TAM Tiverton Asset Management Wilimington, Delaware	$323M	$0	3	6.59%	Maintained
289	Marsico Capital Management Denver, Colorado	$323M	-$19.4M	1	2.72%	Reduced
290	FI Focused Investors Los Angeles, California	$322M	+$28.3M	2	11.16%	Increased
291	Sterling Capital Management Charlotte, North Carolina	$321M	+$46M	8	2.87%	Increased
292	Brandywine Global Investment Management Philadelphia, Pennsylvania	$311M	+$30M	6	2.01%	Increased
293	CI Investments Inc Toronto, Ontario, Canada	$309M	-$81M	4	3.26%	Reduced
294	JP Morgan Private Wealth Advisors San Francisco, California	$309M	+$641K	10	3.52%	Increased
295	Employees Retirement System of Texas Austin, Texas	$305M	-$33.9M	10	3.94%	Reduced
296	Farallon Capital Management San Francisco, California	$301M	-$113M	3	4.39%	Reduced
297	KCM Kensico Capital Management Greenwich, Connecticut	$299M	+$45.7M	1	5.92%	Increased
298	Fundsmith LLP London, United Kingdom	$290M	+$313M	1	9.4%	New
299	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$290M	-$11.5M	8	5.68%	Reduced
300	HH HSG Holding Na, Hong Kong	$290M	+$314M	1	21.02%	New