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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	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$808M	-$1B	19	3.58%	Reduced
302	GGHC Gilder Gagnon Howe & Co New York	$808M	-$135M	9	14.4%	Reduced
303	Nissay Asset Management Tokyo, Japan	$806M	-$25.9M	14	8.03%	Reduced
304	Impax Asset Management Group London, United Kingdom	$806M	-$2.77M	9	3.93%	Reduced
305	Utah Retirement Systems Salt Lake City, Utah	$805M	-$434K	20	12.89%	Reduced
306	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$804M	-$8.37M	15	20.36%	Reduced
307	H&H International Investment Palo Alto, California	$802M	+$214M	2	9.33%	Increased
308	Holocene Advisors New York	$790M	-$137M	11	4.77%	Reduced
309	Guggenheim Capital Chicago, Illinois	$786M	-$141M	19	6.21%	Reduced
310	State of Alaska Department of Revenue Juneau, Alaska	$777M	+$9.69M	14	9.51%	Increased
311	ESCM Echo Street Capital Management New York	$777M	-$98.1M	10	7.05%	Reduced
312	IFM Investors Melbourne, Australia	$761M	+$49.9M	14	13.35%	Increased
313	Factory Mutual Insurance Waltham, Massachusetts	$760M	-$26.1M	6	12.46%	Reduced
314	Farallon Capital Management San Francisco, California	$756M	+$53.4M	3	4.1%	Increased
315	Gulf International Bank (UK) London, United Kingdom	$755M	+$4.37M	15	13.4%	Increased
316	United Capital Financial Advisors Irving, Texas	$754M	+$32.8M	13	4.14%	Increased
317	Stockbridge Partners Boston, Massachusetts	$747M	+$250M	2	19.55%	Increased
318	Capital Group Private Client Services Los Angeles, California	$742M	-$8.47M	6	9.58%	Reduced
319	WBC Westpac Banking Corp Sydney, Australia	$739M	-$30.5M	15	9.62%	Reduced
320	Davenport & Co Richmond, Virginia	$737M	+$60.3M	12	6.04%	Increased
321	Railway Pension Investments London, United Kingdom	$733M	-$223M	10	7.17%	Reduced
322	Huntington National Bank Columbus, Ohio	$729M	+$2.58M	26	7.84%	Increased
323	MG Meritage Group San Francisco, California	$727M	-$64.6M	4	20.97%	Reduced
324	Voloridge Investment Management Jupiter, Florida	$725M	+$683M	15	3.75%	Increased
325	New York Life Investment Management New York	$724M	+$785M	16	8.4%	New