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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	First Pacific Advisors El Segundo, California	$964M	-$259M	7	12.42%	Reduced
302	DFO Duquesne Family Office New York	$963M	-$179M	5	25.95%	Reduced
303	Verition Fund Management Greenwich, Connecticut	$957M	+$180M	10	8.39%	Increased
304	Virginia Retirement Systems Richmond, Virginia	$955M	-$15M	13	10.02%	Reduced
305	CIBC Asset Management Toronto, Ontario, Canada	$955M	-$5.95M	19	4.49%	Reduced
306	Creative Planning Overland Park, Kansas	$951M	+$56.2M	21	2.09%	Increased
307	SCM Steadfast Capital Management New York	$944M	-$422M	3	9.52%	Reduced
308	Yacktman Asset Management Austin, Texas	$942M	-$14.7M	3	11.64%	Reduced
309	Första AP-fonden Stockholm, Sweden	$930M	+$189M	13	14.03%	Increased
310	Utah Retirement Systems Salt Lake City, Utah	$898M	+$4.36M	18	12.75%	Increased
311	AEGON Asset Management (UK) Edinburgh, United Kingdom	$895M	+$24.4M	7	13.1%	Increased
312	CBT Capital Bank & Trust Irvine, California	$894M	-$24.6M	7	10.85%	Reduced
313	PointState Capital New York	$888M	+$4.93M	4	16.69%	Increased
314	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$882M	-$10.7M	9	5.21%	Reduced
315	PineBridge Investments New York	$871M	+$32.2M	13	13.39%	Increased
316	M&G Investment Management London, United Kingdom	$870M	+$35.4M	10	5.41%	Increased
317	Menora Mivtachim Holdings Ramat Gan, Israel	$862M	+$118M	4	15.05%	Increased
318	Marshall Wace London, United Kingdom	$861M	-$346M	11	4.67%	Reduced
319	TCM Tybourne Capital Management Hong Kong	$858M	+$182M	5	17.85%	Increased
320	WBC Westpac Banking Corp Sydney, Australia	$848M	+$32.4M	15	9.62%	Increased
321	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$835M	-$4.86M	11	21.49%	Reduced
322	Everett Harris & Co Los Angeles, California	$828M	-$10.3M	7	14.64%	Reduced
323	Scotia Capital Toronto, Ontario, Canada	$826M	+$39.6M	15	7.59%	Increased
324	State of Alaska Department of Revenue Juneau, Alaska	$816M	-$24.2M	13	9.25%	Reduced
325	ACA Abdiel Capital Advisors New York	$813M	-$17.3M	1	22.95%	Reduced