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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	Capital International Inc Los Angeles, California	$1.12B	-$11.4M	7	10.01%	Reduced
302	British Columbia Investment Management Victoria, British Columbia, Canada	$1.12B	-$227K	15	6.9%	Reduced
303	GAM GuardCap Asset Management London, United Kingdom	$1.12B	+$152M	3	16.18%	Increased
304	Manning & Napier Group Fairport, New York	$1.11B	+$41.8M	7	9.11%	Increased
305	Scotia Capital Toronto, Ontario, Canada	$1.11B	+$50.8M	13	8.12%	Increased
306	Railway Pension Investments London, United Kingdom	$1.11B	+$52.2M	11	9.28%	Increased
307	First Pacific Advisors El Segundo, California	$1.11B	+$21.2M	6	13.89%	Increased
308	Burgundy Asset Management Toronto, Ontario, Canada	$1.09B	-$118M	3	10.67%	Reduced
309	CA Capitolis Advisors New York	$1.09B	-$16.6M	9	12.82%	Reduced
310	Gulf International Bank (UK) London, United Kingdom	$1.07B	-$68.3M	16	13.59%	Reduced
311	VanEck Associates New York	$1.06B	+$54.1M	14	2.51%	Increased
312	Virginia Retirement Systems Richmond, Virginia	$1.06B	-$108M	10	10.45%	Reduced
313	Creative Planning Overland Park, Kansas	$1.05B	-$116M	22	1.87%	Reduced
314	Two Sigma Investments New York	$1.05B	-$592M	18	2.37%	Reduced
315	Utah Retirement Systems Salt Lake City, Utah	$1.04B	-$761K	20	13.44%	Reduced
316	Ruane, Cunniff & Goldfarb New York	$1.04B	-$14.6M	4	9.22%	Reduced
317	Boston Trust Walden Boston, Massachusetts	$1.03B	-$4.22M	9	9.19%	Reduced
318	WBC Westpac Banking Corp Sydney, Australia	$1.03B	-$32.9M	15	10.37%	Reduced
319	Axiom Investors Greenwich, Connecticut	$1.02B	+$25.2M	5	16.49%	Increased
320	Everett Harris & Co Los Angeles, California	$1.02B	+$132K	7	16.39%	Increased
321	Sculptor Capital New York	$1.01B	+$51.2M	6	7.38%	Increased
322	Appaloosa LP Short Hills, New Jersey	$1.01B	-$566M	4	20.97%	Reduced
323	Marshall Wace London, United Kingdom	$1.01B	-$8.21M	22	4.55%	Reduced
324	AP Altarock Partners West Palm Beach, Florida	$1B	+$209M	2	27.8%	Increased
325	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$1B	+$17.8M	14	22.07%	Increased