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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
501	New Mexico Educational Retirement Board Santa Fe, New Mexico	$230M	-$5.63M	11	9.97%	Reduced
502	JC Joho Capital New York	$229M	+$48.4M	2	35.06%	Increased
503	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$229M	+$14.7M	11	10.93%	Increased
504	MML Investors Services Springfield, Massachusetts	$229M	+$16M	17	3.28%	Increased
505	Ferguson Wellman Capital Management Portland, Oregon	$229M	-$14.8M	8	7.59%	Reduced
506	Brighton Jones LLC Seattle, Washington	$227M	+$1.59M	9	26.49%	Increased
507	DCP Darsana Capital Partners New York	$227M	+$40.4M	1	7.37%	Increased
508	Stockbridge Partners Boston, Massachusetts	$227M	-$15.8M	1	8.75%	Reduced
509	GVI Green Valley Investors Wilmington, Delaware	$226M	-$37.1M	1	12.85%	Reduced
510	M Mirova Paris, France	$226M	+$211M	6	19.97%	Increased
511	GC GMT Capital Atlanta, Georgia	$226M	-$1.58M	3	7.88%	Reduced
512	Crestwood Advisors Group Boston, Massachusetts	$226M	+$109M	7	10.21%	Increased
513	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$226M	-$2.3M	7	10.35%	Reduced
514	WMC Westwood Management Corporation Chicago, Illinois	$225M	-$2.11M	5	28.89%	Reduced
515	BG Bollard Group Boston, Massachusetts	$225M	+$1.26M	11	7.74%	Increased
516	Douglass Winthrop Advisors New York	$223M	+$6.84M	7	8.98%	Increased
517	LCG Luxor Capital Group New York	$223M	+$146M	4	9.1%	Increased
518	Confluence Investment Management St. Louis, Missouri	$223M	-$3.59M	7	3.56%	Reduced
519	SCM Segantii Capital Management Hong Kong	$222M	+$198M	3	19.61%	Increased
520	MUFG Americas New York	$220M	+$1.08M	11	6.18%	Increased
521	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$220M	+$16M	13	3.73%	Increased
522	RIM Redpoint Investment Management Sydney, NSW, Australia	$220M	-$18.7M	12	11.61%	Reduced
523	Bridges Investment Management Omaha, Nebraska	$220M	+$11.2M	8	8.42%	Increased
524	Harvest Fund Management Beijing, China	$219M	-$13.6M	7	25.87%	Reduced
525	SAM Southeastern Asset Management Memphis, Tennessee	$219M	-$119M	1	3.59%	Reduced