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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	Ninety One (UK) London, United Kingdom	$331M	-$150M	4	1.89%	Reduced
277	Winton Group London, United Kingdom	$331M	-$118M	6	3.04%	Reduced
278	KCM Kensico Capital Management Greenwich, Connecticut	$326M	+$1.39M	1	6.39%	Increased
279	HAM HHR Asset Management Berkeley Heights, New Jersey	$326M	-$26.8M	3	13.11%	Reduced
280	Balyasny Asset Management Chicago, Illinois	$326M	+$83.2M	4	2%	Increased
281	WP Wedgewood Partners St Louis, Missouri	$325M	+$45M	1	4.36%	Increased
282	Tocqueville Asset Management New York	$324M	-$11.7M	7	3.82%	Reduced
283	Maverick Capital Dallas, Texas	$324M	-$46M	2	4.95%	Reduced
284	TAM Tiverton Asset Management Wilimington, Delaware	$320M	-$191K	3	6.36%	Reduced
285	Fundsmith LLP London, United Kingdom	$318M	+$371K	1	10%	Increased
286	Causeway Capital Management Los Angeles, California	$317M	+$23.6M	2	7.93%	Increased
287	Employees Retirement System of Texas Austin, Texas	$313M	+$2.87M	10	4.11%	Increased
288	JP Morgan Private Wealth Advisors San Francisco, California	$312M	-$1.66M	10	3.58%	Reduced
289	Bessemer Group Woodbridge, New Jersey	$312M	-$29M	10	1.63%	Reduced
290	VFA Virtus Fund Advisers Hartford, Connecticut	$306M	-$154M	5	2.27%	Reduced
291	Virginia Retirement Systems Richmond, Virginia	$300M	+$20.1M	8	4.56%	Increased
292	KBC Group Brussels, Belgium	$298M	-$60.8M	10	3.83%	Reduced
293	HMP HS Management Partners New York	$297M	-$35.7M	2	11.38%	Reduced
294	Appaloosa Management Miami Beach, Florida	$294M	-$99.3M	2	7.27%	Reduced
295	ACM Atlanta Capital Management Atlanta, Georgia	$293M	-$23.8M	3	1.99%	Reduced
296	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$293M	-$5.03M	8	5.95%	Reduced
297	AL AJO LP Philadelphia, Pennsylvania	$291M	+$278M	2	1.24%	Increased
298	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$290M	-$60.2M	9	3.45%	Reduced
299	Atalanta Sosnoff Capital New York	$288M	+$21.8M	6	7.88%	Increased
300	Arrowstreet Capital Boston, Massachusetts	$288M	+$115M	4	1.63%	Increased