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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	Brandywine Global Investment Management Philadelphia, Pennsylvania	$294M	-$6.88M	5	1.98%	Reduced
327	GX Greylock XIII Menlo Park, California	$293M	$0	1	99.91%	Maintained
328	Mitsubishi UFJ Asset Management Tokyo, Japan	$292M	+$13.5M	12	7.62%	Increased
329	FI Focused Investors Los Angeles, California	$290M	-$4.77M	2	11.42%	Reduced
330	GC GMT Capital Atlanta, Georgia	$289M	+$9.85M	3	7%	Increased
331	Sterling Capital Management Charlotte, North Carolina	$289M	+$3.2M	9	2.64%	Increased
332	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$288M	+$15.6M	10	8.38%	Increased
333	ACM Atlanta Capital Management Atlanta, Georgia	$287M	+$53.3M	3	1.92%	Increased
334	Jacobs Levy Equity Management Florham Park, New Jersey	$285M	+$19.2M	9	5.91%	Increased
335	Whale Rock Capital Management Boston, Massachusetts	$284M	+$10.6M	6	23.62%	Increased
336	John W. Bristol & Co New York	$284M	-$36.1M	4	8.01%	Reduced
337	NM NWI Management New York	$283M	-$56M	2	23.6%	Reduced
338	Hosking Partners London, United Kingdom	$283M	+$46.7M	5	11.76%	Increased
339	Third Point New York	$281M	-$283M	1	2.68%	Reduced
340	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$278M	+$43M	9	3.17%	Increased
341	Oregon Public Employees Retirement Fund Tigard, Oregon	$275M	+$9.24M	11	6.16%	Increased
342	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$272M	+$23.8M	9	3.03%	Increased
343	Bahl & Gaynor Cincinnati, Ohio	$270M	-$3.44M	7	3.5%	Reduced
344	Zevenbergen Capital Investments Edmonds, Washington	$270M	-$27.3M	5	12.63%	Reduced
345	Alyeska Investment Group Chicago, Illinois	$265M	+$47.2M	5	2.49%	Increased
346	Aristotle Capital Management Los Angeles, California	$265M	-$185M	1	2.87%	Reduced
347	Edge Asset Management Seattle, Washington	$265M	-$21.9M	6	2.36%	Reduced
348	AGF Investments Inc Toronto, Ontario, Canada	$264M	-$3.63M	6	2.95%	Reduced
349	OA Omega Advisors New York	$263M	-$21.7M	2	7.46%	Reduced
350	Glenview Capital Management New York	$262M	$0	1	1.85%	Maintained