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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	TPI Tesco Pension Investment London, United Kingdom	$640M	-$38.5M	4	19.5%	Reduced
302	PCM Palestra Capital Management New York	$635M	+$384M	4	20.59%	Increased
303	Mairs & Power Inc St Paul, Minnesota	$635M	+$15.4M	6	9.26%	Increased
304	BAMCO Inc New York	$630M	+$12.8M	8	3.09%	Increased
305	CAM ClariVest Asset Management San Diego, California	$621M	-$61M	7	18.57%	Reduced
306	M&G Investment Management London, United Kingdom	$620M	-$122M	13	7.53%	Reduced
307	MN Services Vermogensbeheer The Hague, Netherlands	$620M	-$43.8M	9	6.94%	Reduced
308	Marshall Wace London, United Kingdom	$615M	+$25M	16	6.15%	Increased
309	FAM Foxhaven Asset Management Charlottesville, Virginia	$609M	+$20.3M	3	32.64%	Increased
310	WBC Westpac Banking Corp Sydney, Australia	$607M	-$39.4M	15	10.47%	Reduced
311	Jupiter Investment Management London, United Kingdom	$601M	-$206M	10	11.71%	Reduced
312	GCCM Green Court Capital Management Hong Kong	$597M	-$36.9M	1	69.1%	Reduced
313	PGGM Investments Zeist, Netherlands	$595M	+$132M	5	4.29%	Increased
314	Point72 Asset Management Stamford, Connecticut	$590M	-$111M	9	4.8%	Reduced
315	Guggenheim Capital Chicago, Illinois	$589M	-$171M	16	5.93%	Reduced
316	MLICM Metropolitan Life Insurance Company (MetLife) New York	$575M	-$8.28M	19	11.8%	Reduced
317	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$574M	+$35.4M	9	24.1%	Increased
318	Creative Planning Overland Park, Kansas	$572M	+$1.02M	17	2.03%	Increased
319	Utah Retirement Systems Salt Lake City, Utah	$567M	-$356K	16	12.26%	Reduced
320	MAMU Marathon Asset Management (UK) London, United Kingdom	$567M	-$5.8M	4	10.17%	Reduced
321	AGF Investments Inc Toronto, Ontario, Canada	$566M	+$33.2M	8	6.86%	Increased
322	Everett Harris & Co Los Angeles, California	$564M	-$4.99M	7	14.54%	Reduced
323	ING Group Amsterdam, Netherlands	$564M	+$279M	7	24.11%	Increased
324	Arizona State Retirement System Phoenix, Arizona	$557M	-$24.6M	19	9.57%	Reduced
325	AEGON Asset Management (UK) Edinburgh, United Kingdom	$556M	+$72.3M	7	16%	Increased