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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	City National Bank Beverly Hills, Delaware	$238M	+$944K	6	2.01%	Increased
327	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$234M	+$1.35M	5	2.45%	Increased
328	MAMU Marathon Asset Management (UK) London, United Kingdom	$233M	-$16.1M	3	5.63%	Reduced
329	RS Investment Management San Francisco, California	$232M	+$3.29M	5	2.07%	Increased
330	HighTower Advisors Chicago, Illinois	$230M	+$15.4M	10	3.43%	Increased
331	SIG Senator Investment Group New York	$230M	+$234M	2	2.21%	New
332	OMERS Administration Corp Toronto, Ontario, Canada	$230M	-$36.2M	5	8.63%	Reduced
333	EdgePoint Investment Group Toronto, Ontario, Canada	$229M	+$67.7M	1	5.06%	Increased
334	LCS Levin Capital Strategies New York	$227M	+$8.1M	6	3.41%	Increased
335	Parallax Volatility Advisers San Francisco, California	$227M	+$82M	11	0.54%	Increased
336	EP Edinburgh Partners Edinburgh, United Kingdom	$227M	-$52.6M	2	26.45%	Reduced
337	Gotham Asset Management New York	$226M	+$19.8M	5	1.72%	Increased
338	Balyasny Asset Management Chicago, Illinois	$223M	+$112M	5	1.8%	Increased
339	Natixis Advisors Boston, Massachusetts	$223M	+$47.5M	10	3.91%	Increased
340	Alpha Wave Global New York	$223M	+$155M	1	10.92%	Increased
341	Jacobs Levy Equity Management Florham Park, New Jersey	$222M	-$47.6M	8	3.78%	Reduced
342	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$221M	+$20.8M	4	10.13%	Increased
343	PointState Capital New York	$219M	-$4.14M	2	2.96%	Reduced
344	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$219M	$0	1	15.41%	Maintained
345	Oregon Public Employees Retirement Fund Tigard, Oregon	$218M	+$3.88M	9	5.07%	Increased
346	Martingale Asset Management Boston, Massachusetts	$216M	+$31M	7	5.15%	Increased
347	FQ First Quadrant Glendale, California	$214M	-$17M	7	4.45%	Reduced
348	ROIC Route One Investment Company San Francisco, California	$212M	+$84.3M	2	24.29%	Increased
349	London Company of Virginia Richmond, Virginia	$212M	+$7.13M	4	1.95%	Increased
350	Mirae Asset Global Investments Seoul, South Korea	$212M	+$64.3M	8	7.19%	Increased