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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	JP Jana Partners New York	$341M	+$346M	1	3.84%	New
277	Ninety One (UK) London, United Kingdom	$340M	+$14.3M	4	2.13%	Increased
278	AL AJO LP Philadelphia, Pennsylvania	$340M	+$51.5M	4	1.56%	Increased
279	VFA Virtus Fund Advisers Hartford, Connecticut	$337M	+$30.5M	5	2.94%	Increased
280	SIG Senator Investment Group New York	$334M	+$344M	2	4.08%	New
281	CCI Columbus Circle Investors	$334M	+$67.2M	3	2.73%	Increased
282	Fundsmith LLP London, United Kingdom	$333M	+$15.2M	1	10.17%	Increased
283	Comgest Global Investors Paris, France	$332M	-$74.2M	6	12.57%	Reduced
284	Sterling Capital Management Charlotte, North Carolina	$332M	-$60.9M	8	2.97%	Reduced
285	Winton Group London, United Kingdom	$331M	+$29.2M	7	2.62%	Increased
286	Marshall Wace London, United Kingdom	$331M	+$132M	10	4.07%	Increased
287	CI Investments Inc Toronto, Ontario, Canada	$330M	+$24.3M	4	4.3%	Increased
288	OA Omega Advisors New York	$326M	+$183M	2	6.59%	Increased
289	KCM Kensico Capital Management Greenwich, Connecticut	$326M	-$786K	1	6.88%	Reduced
290	WP Wedgewood Partners St Louis, Missouri	$326M	-$45.4M	2	4.75%	Reduced
291	Glenview Capital Management New York	$326M	-$13.7M	1	1.62%	Reduced
292	GH GAM Holding Zurich, Switzerland	$325M	-$61.2M	10	5.59%	Reduced
293	Bessemer Group Woodbridge, New Jersey	$325M	+$55.5M	10	1.86%	Increased
294	Employees Retirement System of Texas Austin, Texas	$321M	-$3.16M	10	4.58%	Reduced
295	C WorldWide Group Copenhagen, Denmark	$321M	-$121M	2	5.39%	Reduced
296	City National Bank Beverly Hills, Delaware	$320M	+$62.7M	7	2.75%	Increased
297	FI Focused Investors Los Angeles, California	$314M	-$6.05M	2	11.48%	Reduced
298	John W. Bristol & Co New York	$314M	-$74.1M	3	8.38%	Reduced
299	Mackenzie Financial Toronto Ontario, Ontario, Canada	$312M	+$43.7M	7	1.9%	Increased
300	CAM ClariVest Asset Management San Diego, California	$310M	+$37.4M	6	9.32%	Increased