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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	Tocqueville Asset Management New York	$405M	-$2.76M	8	4.83%	Reduced
277	KBC Group Brussels, Belgium	$404M	+$4.73M	12	5.78%	Increased
278	Arizona State Retirement System Phoenix, Arizona	$399M	-$38M	11	5.6%	Reduced
279	SIG Senator Investment Group New York	$398M	-$147M	2	6.38%	Reduced
280	Axiom Investors Greenwich, Connecticut	$398M	-$21.6M	5	11.54%	Reduced
281	KCM Kensico Capital Management Greenwich, Connecticut	$388M	-$203K	1	7.8%	Reduced
282	Cornerstone Investment Partners Atlanta, Georgia	$387M	-$9.74M	5	13.45%	Reduced
283	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$387M	+$5.33M	12	5.09%	Increased
284	Ruffer LLP London, United Kingdom	$386M	-$189K	4	17.52%	Reduced
285	Farallon Capital Management San Francisco, California	$386M	+$75.7M	2	5.31%	Increased
286	C WorldWide Group Copenhagen, Denmark	$386M	+$27.4M	3	7.38%	Increased
287	Virginia Retirement Systems Richmond, Virginia	$385M	+$386M	9	5.67%	New
288	EPCM Eton Park Capital Management New York	$385M	+$255M	3	5.81%	Increased
289	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$376M	-$110M	11	4.14%	Reduced
290	TGA Trilogy Global Advisors Winter Park, Florida	$375M	-$41.2M	5	11.52%	Reduced
291	Marsico Capital Management Denver, Colorado	$372M	-$160M	3	12.93%	Reduced
292	GA Geneva Advisors Chicago, Illinois	$372M	-$6.67M	10	7.35%	Reduced
293	Orbis Allan Gray Hamilton, Bermuda	$371M	-$30.6M	3	2.82%	Reduced
294	Jupiter Investment Management London, United Kingdom	$369M	+$21.3M	9	6.91%	Increased
295	AL AJO LP Philadelphia, Pennsylvania	$366M	-$140M	8	1.63%	Reduced
296	Employees Retirement System of Texas Austin, Texas	$366M	-$8.74M	12	5.02%	Reduced
297	Employees Provident Fund Board Shah Alam, Malaysia	$364M	+$21.6M	3	15.52%	Increased
298	Martingale Asset Management Boston, Massachusetts	$364M	+$27.1M	9	6.03%	Increased
299	ExxonMobil Investment Management Irving, Texas	$363M	+$20.3M	10	7.67%	Increased
300	Institutional Capital Chicago, Illinois	$363M	-$40.2M	2	4.44%	Reduced