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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	Silver Lake Group Menlo Park, California	$591M	$0	1	18.45%	Maintained
302	Oregon Public Employees Retirement Fund Tigard, Oregon	$585M	+$4.85M	11	8.05%	Increased
303	SG Americas Securities New York	$584M	+$168M	19	4.33%	Increased
304	Sachem Head Capital Management New York	$574M	+$99.7M	3	26.69%	Increased
305	Xact Kapitalforvaltning Stockholm, Sweden	$567M	-$32.7M	16	11.91%	Reduced
306	Sculptor Capital New York	$558M	-$83.2M	3	3.05%	Reduced
307	Employees Retirement System of Texas Austin, Texas	$554M	-$49.1M	12	7.38%	Reduced
308	Hosking Partners London, United Kingdom	$552M	-$60.9M	8	12.18%	Reduced
309	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$548M	-$67.5M	15	8.45%	Reduced
310	Janney Montgomery Scott Philadelphia, Pennsylvania	$545M	+$4.99M	16	4.69%	Increased
311	Atalanta Sosnoff Capital New York	$544M	-$23.4M	6	16.28%	Reduced
312	PCM Primavera Capital Management George Town, Cayman Islands	$543M	$0	2	29.13%	Maintained
313	Capital Guardian Trust Los Angeles, California	$541M	+$4.66M	9	7.3%	Increased
314	AWM Ashmore Wealth Management Wilmington, Delaware	$541M	-$52.2M	3	27.62%	Reduced
315	MLICM Metropolitan Life Insurance Company (MetLife) New York	$537M	+$62.3M	17	9.08%	Increased
316	Mitsubishi UFJ Asset Management Tokyo, Japan	$533M	+$9.42M	12	10.95%	Increased
317	Boston Trust Walden Boston, Massachusetts	$532M	-$7.06M	9	7.33%	Reduced
318	SCM Steadfast Capital Management New York	$532M	-$77.1M	4	7.55%	Reduced
319	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$525M	+$35.8M	4	33.7%	Increased
320	PIM Platinum Investment Management Sydney Australia 2000, Australia	$525M	-$286M	6	14.89%	Reduced
321	Commerce Bank Kansas City, Missouri	$524M	-$15.9M	12	6.24%	Reduced
322	Employees Provident Fund Board Shah Alam, Malaysia	$524M	-$68.3M	5	14.47%	Reduced
323	Utah Retirement Systems Salt Lake City, Utah	$522M	+$1.56M	15	10.11%	Increased
324	HL Financial Services Louisville, Kentucky	$521M	+$3.93M	7	8.05%	Increased
325	MCIM Meadow Creek Investment Management Atlanta, Georgia	$515M	-$19.7M	13	10.14%	Reduced