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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
526	Cullen/Frost Bankers San Antonio, Texas	$179M	+$3.26M	8	5.87%	Increased
527	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$179M	+$2.48M	13	2.64%	Increased
528	NTC NF Trinity Capital Central, Hong Kong	$177M	+$5.11M	3	25.23%	Increased
529	QS Investors New York	$175M	-$10.4M	14	1.42%	Reduced
530	Ferguson Wellman Capital Management Portland, Oregon	$174M	-$827K	7	6.3%	Reduced
531	LCM Lakewood Capital Management New York	$174M	+$12.1M	1	6.28%	Increased
532	New Mexico Educational Retirement Board Santa Fe, New Mexico	$174M	-$734K	10	8.29%	Reduced
533	ACM Argent Capital Management St Louis, Missouri	$173M	-$14M	6	6.7%	Reduced
534	MC Martin Currie Edinburgh, United Kingdom	$173M	+$5.01M	5	13.23%	Increased
535	Jericho Capital Asset Management New York	$172M	+$77.6M	2	9.78%	Increased
536	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$172M	-$5.65M	18	2.72%	Reduced
537	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$172M	-$31.2M	5	12.94%	Reduced
538	Första AP-fonden Stockholm, Sweden	$171M	-$49.8M	6	6.04%	Reduced
539	Capital International Los Angeles, California	$171M	-$8.28M	6	11.29%	Reduced
540	RG Renaissance Group Covington, Kentucky	$170M	+$7.6M	6	5.85%	Increased
541	Cambridge Investment Research Advisors Fairfield, Iowa	$170M	+$11.9M	13	2.29%	Increased
542	MUFG Securities EMEA London, United Kingdom	$170M	+$102M	5	6.08%	Increased
543	Andra AP-fonden Goteborg, Sweden	$170M	-$91.6K	12	3.98%	Reduced
544	MIS Morningstar Investment Services Chicago, Illinois	$170M	+$12.1M	5	3.7%	Increased
545	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$169M	+$11.9M	11	5.98%	Increased
546	Bartlett & Co Cincinnati, Ohio	$169M	+$1.05M	10	7.07%	Increased
547	NA Neuburgh Advisers Los Angeles, California	$169M	-$13.4M	8	6.27%	Reduced
548	JC Joho Capital New York	$168M	-$37.2M	1	36.69%	Reduced
549	Zacks Investment Management Chicago, Illinois	$167M	-$3.36M	6	3.92%	Reduced
550	CC Cannell & Co New York	$166M	-$5.52M	7	5.78%	Reduced