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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	HCM Highfields Capital Management Boston, Massachusetts	$664M	+$90.9M	2	7.31%	Increased
277	Candriam SCA Strassen, Luxembourg, Luxembourg	$650M	+$62.6M	12	10.28%	Increased
278	Commonwealth Equity Services Waltham, Massachusetts	$647M	+$32.7M	20	3.38%	Increased
279	Farallon Capital Management San Francisco, California	$644M	-$11.5M	2	3.97%	Reduced
280	Arizona State Retirement System Phoenix, Arizona	$638M	+$1.49M	11	6.42%	Increased
281	Rockefeller Capital Management New York	$638M	-$28.1M	10	10.39%	Reduced
282	Mawer Investment Management Calgary, Alberta, Canada	$635M	-$13M	5	5.13%	Reduced
283	FAM Foxhaven Asset Management Charlottesville, Virginia	$631M	+$47.8M	3	39%	Increased
284	ING Group Amsterdam, Netherlands	$629M	+$15.7M	10	12.02%	Increased
285	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$628M	+$176M	11	5.36%	Increased
286	KCM Kensico Capital Management Greenwich, Connecticut	$626M	+$77.6M	3	10.22%	Increased
287	HighTower Advisors Chicago, Illinois	$626M	-$2.5M	16	4.9%	Reduced
288	MetLife Investment Management Whippany, New Jersey	$624M	-$19.9M	12	7.37%	Reduced
289	MG Meritage Group San Francisco, California	$622M	-$77.4M	3	10.42%	Reduced
290	PCM Primavera Capital Management George Town, Cayman Islands	$615M	$0	2	30.84%	Maintained
291	AustralianSuper Melbourne, Australia	$609M	+$54.8M	5	14.31%	Increased
292	Virginia Retirement Systems Richmond, Virginia	$609M	-$73.1M	12	7.46%	Reduced
293	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$607M	-$5.05M	7	10.16%	Reduced
294	BA Boston Advisors Boston, Massachusetts	$601M	+$120M	10	15.05%	Increased
295	TPSF Texas Permanent School Fund Austin, Texas	$600M	-$36.2M	11	8.2%	Reduced
296	Balyasny Asset Management Chicago, Illinois	$600M	+$94M	16	2.72%	Increased
297	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$600M	+$15.1M	14	7.09%	Increased
298	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$597M	-$42.6M	11	5.11%	Reduced
299	Suntrust Banks Atlanta, Georgia	$593M	+$15.7M	13	3.25%	Increased
300	Sculptor Capital New York	$581M	+$565M	2	2.7%	New