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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	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$682M	-$40.3M	7	4.26%	Reduced
277	Gulf International Bank (UK) London, United Kingdom	$671M	+$1.44M	12	11.67%	Increased
278	Sculptor Capital New York	$665M	-$108M	3	3.95%	Reduced
279	Comerica Bank Dallas, Texas	$664M	-$22.8M	18	5.38%	Reduced
280	CCM Cantillon Capital Management New York	$657M	-$2.77M	2	6.98%	Reduced
281	Silver Lake Group Menlo Park, California	$654M	$0	1	14.96%	Maintained
282	Marsico Capital Management Denver, Colorado	$651M	+$10M	4	23.47%	Increased
283	Melvin Capital Management New York	$645M	+$210M	2	7.55%	Increased
284	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$640M	-$84.8M	13	5.78%	Reduced
285	MAMU Marathon Asset Management (UK) London, United Kingdom	$638M	+$13.3M	4	8.51%	Increased
286	PIM Platinum Investment Management Sydney Australia 2000, Australia	$636M	+$105M	6	14.99%	Increased
287	Handelsbanken Fonder Stockholm, Sweden	$636M	+$42.9M	6	12.3%	Increased
288	Swiss Life Asset Management Zurich,	$635M	+$80M	10	8.05%	Increased
289	SCGE Management Menlo Park, California	$635M	-$18.3M	5	39.61%	Reduced
290	Dragoneer Investment Group San Francisco, California	$616M	+$76.3M	2	37.25%	Increased
291	Farallon Capital Management San Francisco, California	$611M	-$404M	3	4.6%	Reduced
292	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$606M	+$589K	14	7.49%	Increased
293	Assenagon Asset Management Senningerberg, Luxembourg	$605M	+$357M	13	5.68%	Increased
294	CIBC World Market Toronto, Ontario, Canada	$602M	+$18.4M	14	2.77%	Increased
295	Carmignac Gestion Paris, France	$600M	+$115M	3	6.99%	Increased
296	Tocqueville Asset Management New York	$599M	-$11M	12	8%	Reduced
297	PCM Primavera Capital Management George Town, Cayman Islands	$596M	$0	2	27.73%	Maintained
298	Appaloosa LP Short Hills, New Jersey	$592M	+$392M	3	16.96%	Increased
299	PointState Capital New York	$591M	+$149M	6	11.66%	Increased
300	Virginia Retirement Systems Richmond, Virginia	$585M	-$12.2M	12	6.92%	Reduced