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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	Comerica Bank Dallas, Texas	$693M	-$2.5M	18	5.48%	Reduced
277	CAM ClariVest Asset Management San Diego, California	$674M	-$15.5M	9	15.13%	Reduced
278	MN Services Vermogensbeheer The Hague, Netherlands	$670M	-$88.6M	9	6.22%	Reduced
279	TPI Tesco Pension Investment London, United Kingdom	$669M	-$66.9M	4	16.37%	Reduced
280	Xact Kapitalforvaltning Stockholm, Sweden	$669M	+$51.7M	18	12.7%	Increased
281	CCM Cantillon Capital Management New York	$663M	-$4.73M	2	6.45%	Reduced
282	Skye Global Management West Palm Beach, Florida	$661M	+$18.8M	3	63.16%	Increased
283	Mitsubishi UFJ Asset Management Tokyo, Japan	$659M	+$17.7M	14	10.73%	Increased
284	Two Sigma Investments New York	$656M	+$15.7M	18	2.21%	Increased
285	AIM Allen Investment Management New York	$655M	+$107M	7	17.26%	Increased
286	Virginia Retirement Systems Richmond, Virginia	$655M	+$16.5M	12	7.39%	Increased
287	Commerce Bank Kansas City, Missouri	$652M	+$52M	13	6.69%	Increased
288	SCM Steadfast Capital Management New York	$650M	+$259M	2	8.87%	Increased
289	Holocene Advisors New York	$650M	+$285M	14	6.69%	Increased
290	Point72 Asset Management Stamford, Connecticut	$648M	+$19M	11	3.98%	Increased
291	MAMU Marathon Asset Management (UK) London, United Kingdom	$646M	-$20.3M	4	8.49%	Reduced
292	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$640M	+$12.9M	14	7.69%	Increased
293	MICM Matthews International Capital Management San Francisco, California	$635M	+$107M	1	28.31%	Increased
294	Jane Street New York	$630M	-$81M	25	1.04%	Reduced
295	WBC Westpac Banking Corp Sydney, Australia	$630M	+$48.1M	16	8.75%	Increased
296	TCM Tybourne Capital Management Hong Kong	$625M	+$143M	2	27.16%	Increased
297	Swiss Life Asset Management Zurich,	$622M	-$50.9M	10	8.11%	Reduced
298	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$618M	+$15.2M	13	8.98%	Increased
299	Glenview Capital Management New York	$617M	-$129M	2	6.49%	Reduced
300	Tocqueville Asset Management New York	$616M	-$4.16M	11	8.36%	Reduced