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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
326	Causeway Capital Management Los Angeles, California	$227M	+$36.8M	2	10.21%	Increased
327	OI Oakbrook Investments Lisle, Illinois	$225M	-$40.5M	7	7.11%	Reduced
328	Capital International Inc Los Angeles, California	$224M	-$11.3M	4	9.91%	Reduced
329	USSCPF United States Steel & Carnegie Pension Fund New York	$224M	-$9.7M	2	5%	Reduced
330	Madison Investment Holdings Madison, Wisconsin	$222M	-$23.4M	5	4.23%	Reduced
331	LCS Levin Capital Strategies New York	$222M	-$73.7M	5	3.72%	Reduced
332	KCM Kensico Capital Management Greenwich, Connecticut	$221M	+$57.2M	1	5.03%	Increased
333	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$221M	+$20M	5	2.65%	Increased
334	WP Wedgewood Partners St Louis, Missouri	$221M	-$58.4M	1	4.09%	Reduced
335	Boston Trust Walden Boston, Massachusetts	$220M	-$1.31M	6	3.27%	Reduced
336	WIM Weitz Investment Management Omaha, Nebraska	$220M	-$9.81M	3	7.02%	Reduced
337	Coatue Management New York	$220M	-$1.08B	2	3.89%	Reduced
338	Parnassus Investments San Francisco, California	$219M	+$13.9M	2	2.11%	Increased
339	KCM Kames Capital Management Edinburgh, United Kingdom	$219M	-$24.1M	6	6.92%	Reduced
340	Natixis Advisors Boston, Massachusetts	$218M	-$2.97M	10	3.36%	Reduced
341	Oregon Public Employees Retirement Fund Tigard, Oregon	$217M	+$2.02M	9	5.67%	Increased
342	Banque Pictet & Cie Geneva 73, Switzerland	$216M	+$1.35M	5	5.92%	Increased
343	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$215M	-$465K	9	3.31%	Reduced
344	BHG Blue Harbour Group Greenwich, Connecticut	$214M	$0	1	11.56%	Maintained
345	Andra AP-fonden Goteborg, Sweden	$213M	+$8.63M	9	4.92%	Increased
346	SAM Shell Asset Management The Hague, Netherlands	$212M	+$4.09M	8	3.52%	Increased
347	TCM Tybourne Capital Management Hong Kong	$209M	+$50.4M	2	23.83%	Increased
348	Utah Retirement Systems Salt Lake City, Utah	$207M	+$1.53M	9	5.97%	Increased
349	OCM Osterweis Capital Management San Francisco, California	$206M	-$2.33M	2	6.29%	Reduced
350	Asset Management One Tokyo, Japan	$204M	-$6.82M	10	3.21%	Reduced