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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	Oregon Public Employees Retirement Fund Tigard, Oregon	$271M	+$3.08M	11	6.21%	Increased
352	Zevenbergen Capital Investments Edmonds, Washington	$271M	-$31.9M	5	12.25%	Reduced
353	HL Financial Services Louisville, Kentucky	$270M	+$11.5M	8	6.55%	Increased
354	Acadian Asset Management Boston, Massachusetts	$270M	-$51.6M	13	1.36%	Reduced
355	Boston Trust Walden Boston, Massachusetts	$266M	+$5.84M	8	4.64%	Increased
356	Jacobs Levy Equity Management Florham Park, New Jersey	$265M	+$8.73M	9	5.61%	Increased
357	HAM HHR Asset Management Berkeley Heights, New Jersey	$265M	-$25.3M	3	12.51%	Reduced
358	Whale Rock Capital Management Boston, Massachusetts	$264M	+$44.9M	5	24.53%	Increased
359	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$263M	-$91M	10	2.72%	Reduced
360	WP Wedgewood Partners St Louis, Missouri	$262M	-$25.3M	2	4.75%	Reduced
361	TCM Tran Capital Management San Rafael, California	$262M	-$27.3M	1	7.93%	Reduced
362	Mondrian Investment Partners London, United Kingdom	$260M	-$42.8M	3	5.77%	Reduced
363	London Company of Virginia Richmond, Virginia	$260M	-$16.3M	4	2.13%	Reduced
364	BA Boston Advisors Boston, Massachusetts	$259M	-$29.4M	8	6.38%	Reduced
365	Utah Retirement Systems Salt Lake City, Utah	$259M	+$643K	11	7.01%	Increased
366	Numeric Investors Boston, Massachusetts	$255M	-$49.2M	9	2.69%	Reduced
367	AGF Investments Inc Toronto, Ontario, Canada	$255M	+$96.4M	6	3.08%	Increased
368	Thornburg Investment Management Santa Fe, New Mexico	$253M	+$25.1M	5	1.69%	Increased
369	Asset Management One Tokyo, Japan	$252M	+$10.4M	12	3.68%	Increased
370	ACM Atlanta Capital Management Atlanta, Georgia	$252M	+$51.2M	3	1.79%	Increased
371	FQ First Quadrant Glendale, California	$248M	-$62M	11	5.4%	Reduced
372	Commerce Bank Kansas City, Missouri	$246M	+$3.06M	10	4.08%	Increased
373	BAPIM British Airways Pensions Investment Management London, United Kingdom	$245M	+$7.06M	6	7.61%	Increased
374	HI Honeywell International Charlotte, North Carolina	$244M	-$4.26M	5	6.16%	Reduced
375	Everett Harris & Co Los Angeles, California	$243M	-$5.31M	6	8.75%	Reduced