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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	Cornerstone Investment Partners Atlanta, Georgia	$418M	-$25.6M	5	12.84%	Reduced
277	GX Greylock XIII Menlo Park, California	$418M	+$455M	1	98.96%	New
278	Fundsmith LLP London, United Kingdom	$418M	$0	1	10.5%	Maintained
279	Comerica Bank Dallas, Texas	$417M	+$13M	11	4.1%	Increased
280	KCM Kensico Capital Management Greenwich, Connecticut	$413M	+$3.53M	1	8.51%	Increased
281	GH GAM Holding Zurich, Switzerland	$411M	+$39M	12	6.39%	Increased
282	VFA Virtus Fund Advisers Hartford, Connecticut	$408M	+$15.7M	7	3.6%	Increased
283	CI Investments Inc Toronto, Ontario, Canada	$408M	-$5.93M	6	5.21%	Reduced
284	Two Sigma Investments New York	$407M	-$355M	14	1.95%	Reduced
285	Winton Group London, United Kingdom	$406M	+$69.8M	6	3.61%	Increased
286	Thomaspartners Boston, Massachusetts	$406M	+$11.7M	3	6.24%	Increased
287	Mackenzie Financial Toronto Ontario, Ontario, Canada	$404M	+$33.9M	8	2.51%	Increased
288	FC Fairpointe Capital Chicago, Illinois	$402M	+$58.8M	5	7.27%	Increased
289	OA Omega Advisors New York	$402M	+$50.8M	3	8.77%	Increased
290	JP Morgan Private Wealth Advisors San Francisco, California	$401M	+$156M	13	4.12%	Increased
291	Ruffer LLP London, United Kingdom	$399M	-$59.6M	4	17.49%	Reduced
292	Fayez Sarofim & Co Houston, Texas	$394M	-$14.5M	6	2.27%	Reduced
293	AC Alleghany Corporation New York	$388M	+$131M	2	13.69%	Increased
294	Axiom Investors Greenwich, Connecticut	$384M	+$113M	5	12.41%	Increased
295	CCM Cornerstone Capital Management Edina, Minnesota	$383M	+$62M	3	15.67%	Increased
296	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$383M	+$13M	13	4.88%	Increased
297	C WorldWide Group Copenhagen, Denmark	$382M	-$15.1M	3	6.68%	Reduced
298	South Dakota Investment Council Sioux Falls, South Dakota	$381M	-$19.1M	7	8.34%	Reduced
299	Employees Retirement System of Texas Austin, Texas	$378M	+$3.04M	12	5.24%	Increased
300	Natixis Paris, France	$368M	+$157M	7	6.14%	Increased