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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	Jupiter Asset Management London, United Kingdom	$851M	-$114M	13	9.64%	Reduced
352	TPSF Texas Permanent School Fund Austin, Texas	$846M	-$66M	12	10.39%	Reduced
353	Axiom Investors Greenwich, Connecticut	$843M	-$136M	5	13.91%	Reduced
354	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$842M	+$81.7M	15	7.28%	Increased
355	Bahl & Gaynor Cincinnati, Ohio	$836M	-$12.2M	9	5.13%	Reduced
356	John W. Bristol & Co New York	$835M	-$12.9M	6	15.58%	Reduced
357	MSL Mackay Shields LLC New York	$831M	-$26.3M	10	7.82%	Reduced
358	Stonehage Fleming Financial Services St. Helier, Jersey	$827M	+$27.3M	7	24.35%	Increased
359	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$827M	+$124M	10	3.18%	Increased
360	TPI Tesco Pension Investment London, United Kingdom	$811M	-$103M	2	14.9%	Reduced
361	Brighton Jones LLC Seattle, Washington	$806M	+$19.7M	14	41.58%	Increased
362	Maverick Capital Dallas, Texas	$792M	-$78.6M	13	7.99%	Reduced
363	MIS Morningstar Investment Services Chicago, Illinois	$788M	-$30.8M	6	9.3%	Reduced
364	Atalanta Sosnoff Capital New York	$787M	-$32.9M	5	18.4%	Reduced
365	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$783M	-$1.3M	4	59.06%	Reduced
366	Appaloosa LP Short Hills, New Jersey	$783M	-$202M	4	18.66%	Reduced
367	Personal Capital Advisors Redwood City, California	$782M	+$45.4M	11	3.93%	Increased
368	Sculptor Capital New York	$782M	-$153M	7	6.45%	Reduced
369	Evercore Wealth Management New York	$781M	-$3.41M	8	14.13%	Reduced
370	Baupost Group Boston, Massachusetts	$775M	$0	1	7.12%	Maintained
371	Employees Provident Fund Board Shah Alam, Malaysia	$774M	+$60.8M	4	12.77%	Increased
372	CAPTRUST Financial Advisors Raleigh, North Carolina	$771M	+$57.9M	29	6.4%	Increased
373	Close Asset Management London, United Kingdom	$770M	-$11.7M	8	37.53%	Reduced
374	Liontrust Investment Partners London, United Kingdom	$768M	+$791M	8	10.63%	New
375	Oregon Public Employees Retirement Fund Tigard, Oregon	$767M	-$11.4M	15	8.77%	Reduced