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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
351	Utah Retirement Systems Salt Lake City, Utah	$201M	-$96.4K	9	5.96%	Reduced
352	OCM Osterweis Capital Management San Francisco, California	$201M	+$1.39M	2	6.23%	Increased
353	Andra AP-fonden Goteborg, Sweden	$200M	-$3.74M	9	4.72%	Reduced
354	Everett Harris & Co Los Angeles, California	$200M	-$6.95M	6	7.47%	Reduced
355	SAM Shell Asset Management The Hague, Netherlands	$199M	-$70.8M	8	3.39%	Reduced
356	Kornitzer Capital Management Shawnee Mission, Kansas	$199M	-$439K	8	2.13%	Reduced
357	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$199M	+$20.5M	6	2.52%	Increased
358	Glenview Capital Management New York	$197M	-$123M	1	1.41%	Reduced
359	NG NatWest Group Edinburgh, Scotland, United Kingdom	$196M	+$19.3M	8	4.97%	Increased
360	MAM Marketfield Asset Management New York	$195M	+$758K	1	1.94%	Increased
361	Arrowstreet Capital Boston, Massachusetts	$194M	-$109M	4	1.05%	Reduced
362	Letko, Brosseau & Associates Montreal, Quebec, Canada	$194M	+$187M	1	1.6%	New
363	Commerce Bank Kansas City, Missouri	$194M	-$14.6M	7	3.36%	Reduced
364	Bank of Nova Scotia Toronto, Ontario, Canada	$186M	+$97.7M	5	0.79%	Increased
365	Capital International Sarl Los Angeles, California	$186M	+$12.8M	6	9.94%	Increased
366	Nomura Holdings Tokyo, Japan	$183M	-$84.9M	11	0.84%	Reduced
367	Placemark Investments Chicago, Illinois	$181M	-$737K	9	2.97%	Reduced
368	TCM Tybourne Capital Management Hong Kong	$181M	+$7.61M	2	19.78%	Increased
369	CI Global Investments Oakland, California	$181M	+$22.4M	4	5.11%	Increased
370	Bahl & Gaynor Cincinnati, Ohio	$181M	-$28.4M	4	2.96%	Reduced
371	Third Point New York	$179M	+$50.8M	1	3.09%	Increased
372	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$178M	-$2.58M	10	5.15%	Reduced
373	DILH Dai-ichi Life Holdings Tokyo, Japan	$177M	-$6.31M	9	5.44%	Reduced
374	Egerton Capital (UK) London, United Kingdom	$177M	+$160M	1	2.66%	New
375	HAM HHR Asset Management Berkeley Heights, New Jersey	$175M	-$65.5M	2	7.04%	Reduced