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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	Fiera Capital (Canada) Montreal, Quebec, Canada	$397M	+$26.6M	8	2.21%	Increased
302	ProShare Advisors Bethesda, Maryland	$396M	-$211M	10	5.53%	Reduced
303	Banque Pictet & Cie Geneva 73, Switzerland	$395M	-$1.19M	7	10.19%	Reduced
304	Appaloosa LP Short Hills, New Jersey	$395M	-$93.1M	2	8.97%	Reduced
305	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$395M	+$5.91M	10	7.89%	Increased
306	Natixis Paris, France	$394M	+$37.6M	8	4.55%	Increased
307	Jupiter Investment Management London, United Kingdom	$392M	-$37.7M	9	6.8%	Reduced
308	Whale Rock Capital Management Boston, Massachusetts	$389M	+$50.9M	6	25.09%	Increased
309	AEGON Asset Management (UK) Edinburgh, United Kingdom	$388M	-$3.14M	7	10.89%	Reduced
310	Atalanta Sosnoff Capital New York	$387M	+$26.1M	6	13.4%	Increased
311	CAM ClariVest Asset Management San Diego, California	$385M	+$19.3M	8	11.2%	Increased
312	South Dakota Investment Council Sioux Falls, South Dakota	$382M	-$2.98M	7	7.92%	Reduced
313	Melvin Capital Management New York	$382M	+$146M	3	10.06%	Increased
314	Jacobs Levy Equity Management Florham Park, New Jersey	$381M	+$41.9M	8	6.8%	Increased
315	Hosking Partners London, United Kingdom	$373M	+$42.5M	5	12.5%	Increased
316	Fjarde Ap-fonden Stockholm, Sweden	$373M	+$8.34M	10	8.16%	Increased
317	HighTower Advisors Chicago, Illinois	$369M	+$14.8M	15	4.27%	Increased
318	Glenview Capital Management New York	$368M	+$64M	2	2.63%	Increased
319	GX Greylock XIII Menlo Park, California	$364M	$0	1	100%	Maintained
320	Employees Provident Fund Board Shah Alam, Malaysia	$361M	-$41.2M	3	12.83%	Reduced
321	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$359M	+$66.8M	1	73.83%	Increased
322	ROIC Route One Investment Company San Francisco, California	$359M	$0	3	16.22%	Maintained
323	Ruffer LLP London, United Kingdom	$357M	-$42.3M	3	21.34%	Reduced
324	Genesis Asset Managers Guernsey, Channel Islands, United Kingdom	$357M	+$44.8M	1	13.64%	Increased
325	GC GMT Capital Atlanta, Georgia	$356M	+$14.7M	4	7.27%	Increased