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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
301	EP Edinburgh Partners Edinburgh, United Kingdom	$293M	-$21.1M	2	31.75%	Reduced
302	YCMGA York Capital Management Global Advisors New York	$293M	+$201M	1	2.63%	Increased
303	Mackenzie Financial Toronto Ontario, Ontario, Canada	$292M	-$341K	7	1.49%	Reduced
304	Fort Washington Investment Advisors Cincinnati, Ohio	$290M	+$90.5M	6	5.85%	Increased
305	Mondrian Investment Partners London, United Kingdom	$288M	-$56.3M	3	4.64%	Reduced
306	IRF IBM Retirement Fund Armonk, New York	$281M	-$688K	9	5.32%	Reduced
307	Magnetar Financial Evanston, Illinois	$280M	+$41.9M	2	4.44%	Increased
308	Sterling Capital Management Charlotte, North Carolina	$279M	+$179M	8	2.43%	Increased
309	OMERS Administration Corp Toronto, Ontario, Canada	$279M	+$9.75M	7	8.44%	Increased
310	USSCPF United States Steel & Carnegie Pension Fund New York	$275M	+$4.84M	3	5.49%	Increased
311	Jacobs Levy Equity Management Florham Park, New Jersey	$274M	+$58.2M	8	4.69%	Increased
312	Fjarde Ap-fonden Stockholm, Sweden	$272M	-$19.2M	9	5.89%	Reduced
313	Highbridge Capital Management New York	$269M	+$170M	7	3.44%	Increased
314	CCM Cornerstone Capital Management Edina, Minnesota	$268M	-$16.6M	3	8.69%	Reduced
315	WP Wedgewood Partners St Louis, Missouri	$266M	+$37.2M	1	3.59%	Increased
316	ExxonMobil Investment Management Irving, Texas	$265M	-$10.7M	8	6.14%	Reduced
317	Natixis Paris, France	$263M	+$171M	5	3.62%	Increased
318	PHS PFM Health Sciences San Francisco, California	$262M	-$30.6M	1	6.11%	Reduced
319	MAMU Marathon Asset Management (UK) London, United Kingdom	$261M	-$13.8M	3	6.26%	Reduced
320	HI Honeywell International Charlotte, North Carolina	$260M	+$26.5M	5	5.92%	Increased
321	Banque Pictet & Cie Geneva 73, Switzerland	$258M	+$12M	6	6.79%	Increased
322	Nomura Asset Management Tokyo, Japan	$254M	-$6.03M	10	4.44%	Reduced
323	CI Global Investments Oakland, California	$254M	+$63.4M	4	5.2%	Increased
324	Lone Pine Capital Greenwich, Connecticut	$253M	-$793M	1	1.06%	Reduced
325	Fiera Capital (Canada) Montreal, Quebec, Canada	$250M	-$30.5M	4	1.82%	Reduced