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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	BI BlueSpruce Investments Chicago, Illinois	$764M	-$171M	1	14.68%	Reduced
302	Nissay Asset Management Tokyo, Japan	$760M	+$38.6M	14	7.26%	Increased
303	Manning & Napier Group Fairport, New York	$757M	+$99.8M	5	9.32%	Increased
304	ESCM Echo Street Capital Management New York	$752M	-$63M	10	7.29%	Reduced
305	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$748M	-$1.67M	17	10.92%	Reduced
306	Everett Harris & Co Los Angeles, California	$731M	-$6.48M	6	12.56%	Reduced
307	VanEck Associates New York	$725M	+$80M	14	1.87%	Increased
308	Stockbridge Partners Boston, Massachusetts	$720M	+$26.2M	2	19.32%	Increased
309	Guggenheim Capital Chicago, Illinois	$708M	+$43.6M	18	6.22%	Increased
310	CIP Champlain Investment Partners Burlington, Vermont	$707M	-$15.3M	3	4.54%	Reduced
311	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$706M	+$22.1M	4	7.8%	Increased
312	Voyager Global Management New York	$705M	+$174M	3	43.67%	Increased
313	IFM Investors Melbourne, Australia	$704M	+$25.5M	14	11.83%	Increased
314	Cambridge Investment Research Advisors Fairfield, Iowa	$702M	-$18.2M	25	3.64%	Reduced
315	Utah Retirement Systems Salt Lake City, Utah	$702M	-$7.25M	19	11.13%	Reduced
316	Troy Asset Management London, United Kingdom	$700M	+$2.01M	2	19.6%	Increased
317	Comgest Global Investors Paris, France	$696M	-$72.5M	4	15.37%	Reduced
318	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$695M	+$108M	11	11.86%	Increased
319	PTC Provident Trust Company Waukesha, Wisconsin	$693M	-$8.63M	3	18.32%	Reduced
320	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$680M	+$103M	14	5.75%	Increased
321	British Columbia Investment Management Victoria, British Columbia, Canada	$677M	-$51.2M	15	7.41%	Reduced
322	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$676M	-$111M	17	3.31%	Reduced
323	State of Alaska Department of Revenue Juneau, Alaska	$675M	+$4.11M	15	8.39%	Increased
324	Orbis Allan Gray Hamilton, Bermuda	$674M	+$254M	5	5.35%	Increased
325	Comerica Bank Dallas, Texas	$669M	+$634K	22	5.2%	Increased