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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
376	MLICM Metropolitan Life Insurance Company (MetLife) New York	$349M	-$557M	16	4.63%	Reduced
377	MICM Matthews International Capital Management San Francisco, California	$348M	+$4.68M	1	16.45%	Increased
378	Jacobs Levy Equity Management Florham Park, New Jersey	$348M	+$7.89M	11	6.11%	Increased
379	Comgest Global Investors Paris, France	$347M	-$13.6M	5	7.55%	Reduced
380	Sculptor Capital New York	$346M	-$164M	5	1.73%	Reduced
381	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$342M	-$3.23M	10	12.39%	Reduced
382	Hardman Johnston Global Advisors Stamford, Connecticut	$341M	-$4.41M	5	14.43%	Reduced
383	CIBC Asset Management Toronto, Ontario, Canada	$338M	+$3.78M	12	2.07%	Increased
384	FQ First Quadrant Glendale, California	$338M	-$28.4M	10	6.34%	Reduced
385	ExxonMobil Investment Management Irving, Texas	$335M	-$47.8M	10	9.19%	Reduced
386	Creative Planning Overland Park, Kansas	$334M	-$5.93M	15	1.44%	Reduced
387	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$333M	-$132M	3	8.65%	Reduced
388	United Capital Financial Advisors Irving, Texas	$333M	+$5.37M	13	2.63%	Increased
389	Williams Jones & Associates New York	$330M	+$2.51M	8	7.49%	Increased
390	Dorsal Capital Management Redwood City, California	$327M	-$16.3M	3	16.12%	Reduced
391	DCP Darsana Capital Partners New York	$323M	-$24.6M	2	11.85%	Reduced
392	Regions Financial Corp Birmingham, Alabama	$322M	-$4.07M	17	3.48%	Reduced
393	HI Honeywell International Charlotte, North Carolina	$321M	+$94.4M	5	10.62%	Increased
394	Homestead Advisers Arlington, Virginia	$321M	$0	2	4.59%	Maintained
395	MC Maplelane Capital New York	$321M	-$341M	6	7.03%	Reduced
396	SA SPO Advisory San Anselmo, California	$320M	$0	1	6.63%	Maintained
397	Dai-ichi Life Insurance Company Tokyo, Japan	$317M	-$583K	11	6.16%	Reduced
398	CS Cisco Systems San Jose, California	$317M	-$119M	1	42.83%	Reduced
399	Eagle Asset Management St Petersburg, Florida	$316M	+$25.9M	9	1.74%	Increased
400	Letko, Brosseau & Associates Montreal, Quebec, Canada	$316M	-$4.84M	8	2.77%	Reduced