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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	CCM Cantillon Capital Management New York	$584M	+$4.33M	2	7.05%	Increased
277	Axiom Investors Greenwich, Connecticut	$578M	-$26M	5	20.15%	Reduced
278	MN Services Vermogensbeheer The Hague, Netherlands	$573M	+$304M	11	8.7%	Increased
279	Gulf International Bank (UK) London, United Kingdom	$571M	-$266M	12	11.29%	Reduced
280	TPI Tesco Pension Investment London, United Kingdom	$557M	-$10.3M	4	16.54%	Reduced
281	Fjarde Ap-fonden Stockholm, Sweden	$556M	-$60.1M	11	9.59%	Reduced
282	Nomura Holdings Tokyo, Japan	$544M	-$259M	14	2.02%	Reduced
283	MAMU Marathon Asset Management (UK) London, United Kingdom	$540M	-$5.3M	4	7.98%	Reduced
284	Thornburg Investment Management Santa Fe, New Mexico	$538M	-$21.4M	7	5.27%	Reduced
285	Marsico Capital Management Denver, Colorado	$534M	-$473K	4	22.55%	Reduced
286	Employees Provident Fund Board Shah Alam, Malaysia	$527M	+$76.8M	4	14.74%	Increased
287	Tocqueville Asset Management New York	$525M	+$3.69M	11	7.87%	Increased
288	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$520M	+$17.5M	15	7.16%	Increased
289	Jupiter Investment Management London, United Kingdom	$513M	-$86.9M	11	4.55%	Reduced
290	Virginia Retirement Systems Richmond, Virginia	$512M	-$40.5M	14	6.92%	Reduced
291	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$506M	+$40.7M	16	9.15%	Increased
292	Manning & Napier Group Fairport, New York	$504M	-$139M	6	6.15%	Reduced
293	Stonehage Fleming Financial Services St. Helier, Jersey	$502M	+$158M	7	28.26%	Increased
294	Arizona State Retirement System Phoenix, Arizona	$499M	-$115M	12	6.42%	Reduced
295	CIBC World Market Toronto, Ontario, Canada	$497M	-$213M	12	2.54%	Reduced
296	Oregon Public Employees Retirement Fund Tigard, Oregon	$495M	+$14.3M	13	7.82%	Increased
297	Orbis Allan Gray Hamilton, Bermuda	$495M	-$144M	1	3.56%	Reduced
298	Silver Lake Group Menlo Park, California	$492M	$0	1	11.99%	Maintained
299	SCGE Management Menlo Park, California	$475M	+$139M	5	42.01%	Increased
300	WBC Westpac Banking Corp Sydney, Australia	$475M	+$128M	14	8.09%	Increased