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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	Handelsbanken Fonder Stockholm, Sweden	$474M	+$50.8M	6	9.56%	Increased
302	EC Eminence Capital New York	$473M	+$156M	3	9.21%	Increased
303	Swiss Life Asset Management Zurich,	$470M	-$96.4M	8	9.56%	Reduced
304	TPSF Texas Permanent School Fund Austin, Texas	$468M	-$59.2M	12	8.25%	Reduced
305	Artemis Investment Management Edinburgh, United Kingdom	$464M	-$87.2M	8	6.05%	Reduced
306	Commerce Bank Kansas City, Missouri	$462M	+$22.4M	12	5.88%	Increased
307	Jane Street New York	$462M	-$775M	20	0.97%	Reduced
308	Boston Trust Walden Boston, Massachusetts	$462M	-$8.29M	9	7.34%	Reduced
309	Xact Kapitalforvaltning Stockholm, Sweden	$458M	-$14.1M	16	11.76%	Reduced
310	HL Financial Services Louisville, Kentucky	$456M	+$6.75M	7	7.98%	Increased
311	Zurich Insurance Group Zurich, Switzerland	$454M	+$45.1M	9	10.91%	Increased
312	Capital Guardian Trust Los Angeles, California	$449M	+$5.03M	7	7.15%	Increased
313	PCM Primavera Capital Management George Town, Cayman Islands	$448M	$0	2	27.21%	Maintained
314	Bahl & Gaynor Cincinnati, Ohio	$447M	+$108M	7	4.78%	Increased
315	Employees Retirement System of Texas Austin, Texas	$446M	-$15.9M	12	7.08%	Reduced
316	Janney Montgomery Scott Philadelphia, Pennsylvania	$446M	-$6.21M	16	4.3%	Reduced
317	PIM Platinum Investment Management Sydney Australia 2000, Australia	$444M	-$6.84M	6	15%	Reduced
318	Mitsubishi UFJ Asset Management Tokyo, Japan	$441M	+$11.8M	12	11.12%	Increased
319	MLICM Metropolitan Life Insurance Company (MetLife) New York	$441M	-$4.12M	17	8.83%	Reduced
320	Select Equity Group New York	$441M	+$54.5M	2	3.33%	Increased
321	Atalanta Sosnoff Capital New York	$440M	-$14.6M	5	16%	Reduced
322	Mairs & Power Inc St Paul, Minnesota	$436M	+$29.7M	6	5.88%	Increased
323	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$435M	-$40.8M	3	29.14%	Reduced
324	Utah Retirement Systems Salt Lake City, Utah	$434M	+$656K	15	9.81%	Increased
325	Everett Harris & Co Los Angeles, California	$432M	-$2.02M	7	12.27%	Reduced