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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	ACA Abdiel Capital Advisors New York	$809M	-$34.2M	1	23.89%	Reduced
302	Sarasin & Partners London, United Kingdom	$808M	-$3.36M	5	12.92%	Reduced
303	Greenwoods Asset Management Grand Cayman, Cayman Islands	$804M	-$206M	4	22.57%	Reduced
304	AL AJO LP Philadelphia, Pennsylvania	$795M	-$114M	11	7.26%	Reduced
305	CBT Capital Bank & Trust Irvine, California	$788M	-$184M	7	11.5%	Reduced
306	PGGM Investments Zeist, Netherlands	$779M	+$49.9M	6	4.51%	Increased
307	Manning & Napier Group Fairport, New York	$773M	-$291M	8	8.26%	Reduced
308	TPI Tesco Pension Investment London, United Kingdom	$763M	-$10.5M	4	19.73%	Reduced
309	Sculptor Capital New York	$755M	-$311M	4	6.43%	Reduced
310	Artemis Investment Management Edinburgh, United Kingdom	$753M	-$193M	7	10.13%	Reduced
311	Creative Planning Overland Park, Kansas	$750M	+$1.51M	17	2.17%	Increased
312	AEGON Asset Management (UK) Edinburgh, United Kingdom	$748M	+$22.7M	7	16.79%	Increased
313	CIBC Asset Management Toronto, Ontario, Canada	$746M	+$28.3M	16	4.38%	Increased
314	Pendal Group Sydney, Australia	$744M	-$72.8M	10	10.14%	Reduced
315	MLICM Metropolitan Life Insurance Company (MetLife) New York	$743M	-$3.24M	21	13.18%	Reduced
316	State of Alaska Department of Revenue Juneau, Alaska	$740M	+$26.1M	13	9.46%	Increased
317	Utah Retirement Systems Salt Lake City, Utah	$736M	+$50.3K	17	13.52%	Increased
318	MAMU Marathon Asset Management (UK) London, United Kingdom	$731M	+$36.8M	4	11.2%	Increased
319	Everett Harris & Co Los Angeles, California	$730M	+$2.11M	7	16.09%	Increased
320	WBC Westpac Banking Corp Sydney, Australia	$722M	-$44.8M	15	10.77%	Reduced
321	PineBridge Investments New York	$715M	+$5.67M	14	13.7%	Increased
322	Thornburg Investment Management Santa Fe, New Mexico	$710M	-$123M	7	9.12%	Reduced
323	Oregon Public Employees Retirement Fund Tigard, Oregon	$706M	+$19.5M	15	10.45%	Increased
324	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$703M	-$25M	11	23.57%	Reduced
325	Bahl & Gaynor Cincinnati, Ohio	$694M	-$4.95M	9	5.22%	Reduced