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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	EP Elkfork Partners Portland, Oregon	$614M	+$33.3M	14	14.94%	Increased
302	Capital International Inc Los Angeles, California	$614M	+$439M	7	9.25%	Increased
303	Manning & Napier Group Fairport, New York	$608M	-$177M	7	6.81%	Reduced
304	Mairs & Power Inc St Paul, Minnesota	$606M	+$2.56M	6	7.32%	Increased
305	Bahl & Gaynor Cincinnati, Ohio	$602M	-$28M	8	4.35%	Reduced
306	Norinchukin Bank Tokyo, Japan	$602M	+$7.35M	10	8.5%	Increased
307	Silver Lake Group Menlo Park, California	$600M	$0	1	14.48%	Maintained
308	Boston Trust Walden Boston, Massachusetts	$594M	+$6.28M	9	7.47%	Increased
309	MCIM Meadow Creek Investment Management Atlanta, Georgia	$594M	+$30.4M	18	11.67%	Increased
310	Handelsbanken Fonder Stockholm, Sweden	$591M	-$68.6M	6	11.95%	Reduced
311	Janney Montgomery Scott Philadelphia, Pennsylvania	$590M	+$14.7M	17	4.29%	Increased
312	Dragoneer Investment Group San Francisco, California	$587M	+$12.9M	3	24.83%	Increased
313	Arizona State Retirement System Phoenix, Arizona	$561M	-$13.9M	14	6.84%	Reduced
314	MLICM Metropolitan Life Insurance Company (MetLife) New York	$560M	+$7.17M	19	9.49%	Increased
315	Employees Provident Fund Board Shah Alam, Malaysia	$560M	-$64.3M	4	15.06%	Reduced
316	GCCM Green Court Capital Management Hong Kong	$560M	-$9.42M	1	65.96%	Reduced
317	SCGE Management Menlo Park, California	$556M	-$10M	4	28.08%	Reduced
318	Sarasin & Partners London, United Kingdom	$553M	+$59.1M	5	9.15%	Increased
319	State of Alaska Department of Revenue Juneau, Alaska	$553M	+$150M	14	7.47%	Increased
320	Zurich Insurance Group Zurich, Switzerland	$553M	+$17.4M	10	10.48%	Increased
321	Oregon Public Employees Retirement Fund Tigard, Oregon	$552M	-$13.7M	16	7.26%	Reduced
322	Troy Asset Management London, United Kingdom	$552M	+$42.1M	2	22.18%	Increased
323	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$548M	+$21.8M	11	5.16%	Increased
324	BAMCO Inc New York	$545M	+$53.7M	8	2.24%	Increased
325	PCM Primavera Capital Management George Town, Cayman Islands	$544M	$0	2	26.28%	Maintained