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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	CCI Columbus Circle Investors	$457M	-$76.7M	5	7.56%	Reduced
302	CI Global Investments Oakland, California	$453M	+$135M	5	8.58%	Increased
303	Farallon Capital Management San Francisco, California	$449M	-$82.5M	2	4.67%	Reduced
304	Employees Provident Fund Board Shah Alam, Malaysia	$449M	-$31.3M	5	12.85%	Reduced
305	Suntrust Banks Atlanta, Georgia	$448M	+$1.18M	10	2.74%	Increased
306	PIA Piedmont Investment Advisors Durham, North Carolina	$443M	-$63.8M	9	9.83%	Reduced
307	MCIM Meadow Creek Investment Management Atlanta, Georgia	$441M	-$12.6M	12	10.53%	Reduced
308	TCM Tybourne Capital Management Hong Kong	$441M	+$132M	1	19.71%	Increased
309	Atalanta Sosnoff Capital New York	$439M	-$12.2M	6	15.51%	Reduced
310	Sachem Head Capital Management New York	$434M	+$242M	2	19.88%	Increased
311	MC Maplelane Capital New York	$432M	+$116M	5	7.85%	Increased
312	Westwood Holdings Group Dallas, Texas	$430M	-$26.8M	9	3.51%	Reduced
313	IVA International Value Advisers	$430M	-$1.34M	4	13.29%	Reduced
314	Fjarde Ap-fonden Stockholm, Sweden	$425M	+$60.7M	11	8.57%	Increased
315	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$421M	-$28.4M	13	5.27%	Reduced
316	MC Montag & Caldwell Atlanta, Georgia	$420M	-$13.3M	5	12.38%	Reduced
317	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$420M	-$32.7M	11	8.08%	Reduced
318	Natixis Paris, France	$418M	-$82.1M	8	4.76%	Reduced
319	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$417M	+$52.2M	11	7.04%	Increased
320	CIBC World Market Toronto, Ontario, Canada	$417M	-$211M	13	1.77%	Reduced
321	Nomura Holdings Tokyo, Japan	$415M	+$277M	13	1.01%	Increased
322	SCM Steadfast Capital Management New York	$413M	+$24.3M	3	7.56%	Increased
323	Marsico Capital Management Denver, Colorado	$413M	+$2.61M	5	17.27%	Increased
324	EP Elkfork Partners Portland, Oregon	$412M	-$11.2M	9	12.42%	Reduced
325	HMP HS Management Partners New York	$410M	+$3.8M	2	13.46%	Increased