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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	Xponance Philadelphia, Pennsylvania	$1.42B	+$4.5M	18	17.07%	Increased
277	Degroof Petercam Asset Management Brussels, Belgium	$1.42B	+$1.35B	14	18.71%	New
278	Third Point New York	$1.4B	-$260M	2	21.03%	Reduced
279	UniSuper Management Melbourne, Victoria, Australia	$1.4B	-$86.3M	14	15.44%	Reduced
280	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$1.37B	-$106M	11	4.67%	Reduced
281	MIS Morningstar Investment Services Chicago, Illinois	$1.37B	+$601M	8	7.71%	Increased
282	Pathstone Holdings Englewood, New Jersey	$1.36B	+$1.15B	21	7.29%	New
283	Impax Asset Management Group London, United Kingdom	$1.36B	+$50.3M	7	5.44%	Increased
284	TCW Group Los Angeles, California	$1.35B	+$11.2M	9	15.08%	Increased
285	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$1.35B	+$97M	12	9.79%	Increased
286	OMERS Administration Corp Toronto, Ontario, Canada	$1.34B	+$302M	4	16.91%	Increased
287	Harding Loevner Bridgewater, New Jersey	$1.34B	-$34.7M	5	7.5%	Reduced
288	Gateway Investment Advisers Cincinnati, Ohio	$1.33B	-$47.5M	7	15.48%	Reduced
289	M&G Investment Management London, United Kingdom	$1.32B	-$76.1M	9	4.68%	Reduced
290	Yacktman Asset Management Austin, Texas	$1.3B	-$92.1M	3	12.05%	Reduced
291	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.29B	-$17M	17	12.02%	Reduced
292	TPSF Texas Permanent School Fund Austin, Texas	$1.27B	+$613K	12	10.97%	Increased
293	VVP Vulcan Value Partners Birmingham, Alabama	$1.27B	-$214M	3	18.56%	Reduced
294	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$1.25B	+$68M	11	15.6%	Increased
295	Squarepoint New York	$1.24B	+$110M	26	2.36%	Increased
296	IFM Investors Melbourne, Australia	$1.24B	-$13.8M	13	15.12%	Reduced
297	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$1.23B	+$136M	20	5.75%	Increased
298	CIP Champlain Investment Partners Burlington, Vermont	$1.21B	-$62.8M	4	7.18%	Reduced
299	Viking Global Investors Stamford, Connecticut	$1.21B	-$1.05B	2	4.43%	Reduced
300	Aware Super Sydney, Australia	$1.2B	+$706M	9	16.07%	New