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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	$703M	-$12.1M	14	3.66%	Reduced
277	TPI Tesco Pension Investment London, United Kingdom	$701M	$0	4	16.69%	Maintained
278	Comerica Bank Dallas, Texas	$701M	+$6.58M	18	5.61%	Increased
279	Gulf International Bank (UK) London, United Kingdom	$700M	+$6.42M	14	11.69%	Increased
280	Jacobs Levy Equity Management Florham Park, New Jersey	$686M	-$10.6M	11	9.5%	Reduced
281	Two Sigma Investments New York	$680M	+$314M	20	2.27%	Increased
282	Swiss Life Asset Management Zurich,	$675M	+$6.75M	10	8.16%	Increased
283	CAM ClariVest Asset Management San Diego, California	$673M	-$105M	11	15.18%	Reduced
284	Point72 Asset Management Stamford, Connecticut	$664M	-$177M	12	3.47%	Reduced
285	Dragoneer Investment Group San Francisco, California	$659M	+$33.6M	3	26.26%	Increased
286	Handelsbanken Fonder Stockholm, Sweden	$655M	+$26.7M	6	12.13%	Increased
287	MAMU Marathon Asset Management (UK) London, United Kingdom	$646M	+$12.6M	4	8.3%	Increased
288	Mitsubishi UFJ Asset Management Tokyo, Japan	$635M	+$70.6M	14	10.87%	Increased
289	Skye Global Management West Palm Beach, Florida	$633M	+$186M	3	67.24%	Increased
290	SCGE Management Menlo Park, California	$625M	-$36.5M	5	31.23%	Reduced
291	Virginia Retirement Systems Richmond, Virginia	$624M	+$19.3M	11	7.18%	Increased
292	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$618M	-$6.01M	14	7.54%	Reduced
293	Marshall Wace London, United Kingdom	$613M	+$258M	13	5.05%	Increased
294	Tocqueville Asset Management New York	$609M	-$8.99M	12	7.89%	Reduced
295	Xact Kapitalforvaltning Stockholm, Sweden	$608M	+$32.6M	18	12.53%	Increased
296	Silver Lake Group Menlo Park, California	$608M	$0	1	14.94%	Maintained
297	Bahl & Gaynor Cincinnati, Ohio	$607M	+$18.6M	8	4.5%	Increased
298	Employees Provident Fund Board Shah Alam, Malaysia	$601M	+$7.78M	4	15.84%	Increased
299	CCM Cantillon Capital Management New York	$593M	-$12.8M	2	5.99%	Reduced
300	Commerce Bank Kansas City, Missouri	$585M	+$18.5M	13	6.57%	Increased