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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	Suntrust Banks Atlanta, Georgia	$472M	-$2.06M	9	2.84%	Reduced
277	PIA Piedmont Investment Advisors Durham, North Carolina	$472M	-$1.36M	11	9.7%	Reduced
278	TPI Tesco Pension Investment London, United Kingdom	$470M	+$29.3M	4	15%	Increased
279	TPSF Texas Permanent School Fund Austin, Texas	$469M	-$13M	10	6.24%	Reduced
280	KCM Kensico Capital Management Greenwich, Connecticut	$464M	+$24M	1	8.03%	Increased
281	VFA Virtus Fund Advisers Hartford, Connecticut	$458M	+$3.72M	8	3.87%	Increased
282	Jane Street New York	$454M	+$150M	15	1.98%	Increased
283	Tocqueville Asset Management New York	$450M	-$5.57M	8	5.76%	Reduced
284	Virginia Retirement Systems Richmond, Virginia	$441M	-$185K	11	6.14%	Reduced
285	GH GAM Holding Zurich, Switzerland	$438M	-$13.3M	14	7.67%	Reduced
286	AC Alleghany Corporation New York	$438M	-$74.4M	2	15.1%	Reduced
287	Arizona State Retirement System Phoenix, Arizona	$435M	-$1.36M	11	6.4%	Reduced
288	NM NWI Management New York	$434M	+$435M	3	34.9%	Increased
289	AL AJO LP Philadelphia, Pennsylvania	$434M	-$51.4M	9	1.78%	Reduced
290	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$431M	-$154M	6	9.72%	Reduced
291	Employees Retirement System of Texas Austin, Texas	$425M	-$9.75M	12	5.79%	Reduced
292	Mawer Investment Management Calgary, Alberta, Canada	$425M	+$18.4M	3	4.34%	Increased
293	Banque Pictet & Cie Geneva 73, Switzerland	$416M	+$35.8M	9	10.7%	Increased
294	CAM ClariVest Asset Management San Diego, California	$415M	+$32.8M	8	11.08%	Increased
295	Sustainable Growth Advisers Stamford, Connecticut	$412M	-$16M	2	8.21%	Reduced
296	GA Geneva Advisors Chicago, Illinois	$405M	-$8.3M	10	7.91%	Reduced
297	Fiera Capital (Canada) Montreal, Quebec, Canada	$405M	+$13.6M	8	2.27%	Increased
298	Nomura Asset Management Tokyo, Japan	$404M	-$19.8M	13	7.27%	Reduced
299	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$403M	+$7.72M	10	7.56%	Increased
300	ROIC Route One Investment Company San Francisco, California	$402M	+$30.2M	3	12.55%	Increased