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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	Point72 Asset Management Stamford, Connecticut	$367M	-$455M	6	3.03%	Reduced
302	GA Geneva Advisors Chicago, Illinois	$366M	+$75.5M	8	7.03%	Increased
303	LPL Financial San Diego, California	$365M	+$235M	12	1.01%	Increased
304	Natixis Advisors Boston, Massachusetts	$364M	+$8.37M	11	5.96%	Increased
305	CAM ClariVest Asset Management San Diego, California	$362M	-$12.8M	9	10.22%	Reduced
306	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$361M	-$64.3M	11	3.48%	Reduced
307	Comgest Global Investors Paris, France	$360M	-$62.7M	6	12%	Reduced
308	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$358M	-$5.9M	9	7.63%	Reduced
309	Mawer Investment Management Calgary, Alberta, Canada	$357M	+$138M	4	4.59%	Increased
310	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$357M	+$355M	11	4.62%	New
311	Two Sigma Advisers New York	$356M	-$355M	12	2.12%	Reduced
312	IRF IBM Retirement Fund Armonk, New York	$353M	+$8.35M	11	6.76%	Increased
313	HighTower Advisors Chicago, Illinois	$349M	+$83.6M	15	4.14%	Increased
314	Banque Pictet & Cie Geneva 73, Switzerland	$348M	+$220M	8	9.39%	Increased
315	HCM Hoplite Capital Management New York	$347M	+$15.4M	2	15.07%	Increased
316	John W. Bristol & Co New York	$344M	-$48.8M	4	9.05%	Reduced
317	Acadian Asset Management Boston, Massachusetts	$342M	+$277M	13	1.79%	Increased
318	Baird Financial Group Milwaukee, Wisconsin	$341M	+$12.4M	11	3.41%	Increased
319	Bessemer Group Woodbridge, New Jersey	$340M	+$3.83M	11	1.89%	Increased
320	Factory Mutual Insurance Waltham, Massachusetts	$339M	-$124M	4	4.56%	Reduced
321	TAM Tiverton Asset Management Wilimington, Delaware	$337M	-$70.5M	5	10.71%	Reduced
322	Zevenbergen Capital Investments Edmonds, Washington	$333M	-$16.4M	5	13.55%	Reduced
323	FI Focused Investors Los Angeles, California	$328M	-$25.2M	2	12.64%	Reduced
324	ExxonMobil Investment Management Irving, Texas	$323M	-$447K	10	8.01%	Reduced
325	KBC Group Brussels, Belgium	$320M	+$32.4M	12	5.9%	Increased