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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	Appaloosa LP Short Hills, New Jersey	$583M	-$9.69M	2	6.29%	Reduced
302	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$583M	+$43.3M	13	8.48%	Increased
303	TCM Tybourne Capital Management Hong Kong	$581M	+$29.9M	2	20.65%	Increased
304	Norinchukin Bank Tokyo, Japan	$581M	-$207M	10	8.92%	Reduced
305	GCCM Green Court Capital Management Hong Kong	$576M	+$105M	1	68.84%	Increased
306	WBC Westpac Banking Corp Sydney, Australia	$571M	+$25.7M	13	8.72%	Increased
307	Artemis Investment Management Edinburgh, United Kingdom	$570M	+$6.78M	8	6.73%	Increased
308	Arizona State Retirement System Phoenix, Arizona	$567M	+$2.06M	14	6.57%	Increased
309	EP Elkfork Partners Portland, Oregon	$566M	+$30.8M	14	13.83%	Increased
310	Janney Montgomery Scott Philadelphia, Pennsylvania	$564M	+$8.88M	16	4.33%	Increased
311	Nomura Holdings Tokyo, Japan	$561M	+$223M	10	2.48%	Increased
312	Boston Trust Walden Boston, Massachusetts	$561M	+$1.85M	9	7.29%	Increased
313	Oregon Public Employees Retirement Fund Tigard, Oregon	$554M	+$22.2M	16	7.53%	Increased
314	Mairs & Power Inc St Paul, Minnesota	$554M	+$24.4M	6	6.64%	Increased
315	PIM Platinum Investment Management Sydney Australia 2000, Australia	$553M	-$37.9M	6	13%	Reduced
316	PCM Primavera Capital Management George Town, Cayman Islands	$552M	$0	2	26.21%	Maintained
317	Orbis Allan Gray Hamilton, Bermuda	$551M	+$150M	2	3.97%	Increased
318	MCIM Meadow Creek Investment Management Atlanta, Georgia	$551M	+$28.4M	17	10.96%	Increased
319	Capital Guardian Trust Los Angeles, California	$548M	-$12.3M	7	7.38%	Reduced
320	Greenwoods Asset Management Grand Cayman, Cayman Islands	$545M	+$15M	2	36.07%	Increased
321	MLICM Metropolitan Life Insurance Company (MetLife) New York	$543M	+$26.9M	18	9.15%	Increased
322	Carmignac Gestion Paris, France	$541M	-$35.3M	4	6.73%	Reduced
323	TPSF Texas Permanent School Fund Austin, Texas	$541M	-$6.22M	12	8.41%	Reduced
324	AIM Allen Investment Management New York	$541M	+$36.5M	7	15.43%	Increased
325	MICM Matthews International Capital Management San Francisco, California	$538M	+$141M	1	24.36%	Increased