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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	KCM Kensico Capital Management Greenwich, Connecticut	$528M	+$7.08M	1	8.12%	Increased
277	Moore Capital Management New York	$521M	+$64.2M	8	16.03%	Increased
278	AWM Ashmore Wealth Management Wilmington, Delaware	$517M	-$41.7M	3	28.83%	Reduced
279	Hillhouse Investment Management Grand Cayman, Cayman Islands	$516M	+$440M	3	7.95%	Increased
280	TPSF Texas Permanent School Fund Austin, Texas	$513M	-$14.2M	11	6.75%	Reduced
281	Silver Lake Group Menlo Park, California	$505M	$0	1	14.53%	Maintained
282	Tocqueville Asset Management New York	$504M	-$14.2M	9	6.04%	Reduced
283	Arizona State Retirement System Phoenix, Arizona	$500M	+$3.28M	12	6.93%	Increased
284	Jupiter Investment Management London, United Kingdom	$500M	+$146M	7	6.06%	Increased
285	Employees Retirement System of Texas Austin, Texas	$499M	-$1.35M	13	6.75%	Reduced
286	Raymond James Financial Services Advisors St. Petersburg, Florida	$496M	+$46.9M	14	3.43%	Increased
287	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$492M	+$2.19M	11	4.73%	Increased
288	WCM Investment Management Laguna Beach, California	$489M	+$27.7M	3	7.55%	Increased
289	GA Geneva Advisors Chicago, Illinois	$487M	-$4.33M	7	8.38%	Reduced
290	Marshall Wace North America New York	$484M	-$12.4M	13	3.54%	Reduced
291	MAMU Marathon Asset Management (UK) London, United Kingdom	$479M	+$178M	4	8.29%	Increased
292	AL AJO LP Philadelphia, Pennsylvania	$473M	-$1.03M	7	2.02%	Reduced
293	MG Meritage Group San Francisco, California	$473M	$0	3	11.58%	Maintained
294	PGGM Investments Zeist, Netherlands	$472M	+$20.6M	7	2.42%	Increased
295	HighTower Advisors Chicago, Illinois	$472M	+$5.32M	16	4.22%	Increased
296	Virginia Retirement Systems Richmond, Virginia	$470M	-$24.4M	10	5.89%	Reduced
297	Hosking Partners London, United Kingdom	$465M	+$7.44M	7	12.28%	Increased
298	CAM ClariVest Asset Management San Diego, California	$462M	-$29.8M	10	11.21%	Reduced
299	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$460M	+$51.5M	14	7.48%	Increased
300	ING Group Amsterdam, Netherlands	$458M	-$50.1M	10	8.78%	Reduced