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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	Gotham Asset Management New York	$198M	-$12.7M	8	2.87%	Reduced
527	RHBC R.H. Bluestein & Co Birmingham, Michigan	$198M	-$8.18M	6	10.26%	Reduced
528	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$197M	+$9.63M	11	6.69%	Increased
529	MUFG Americas New York	$197M	+$32.4M	12	5.74%	Increased
530	Ferguson Wellman Capital Management Portland, Oregon	$196M	-$384K	7	6.76%	Reduced
531	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$196M	+$190M	2	24.52%	New
532	Foresters Investment Management New York	$195M	+$11.7M	9	3.05%	Increased
533	KM Kylin Management New York	$195M	-$63.5M	1	24.06%	Reduced
534	NA Newport Asia San Francisco, California	$191M	-$5.98M	1	29.2%	Reduced
535	TIAA FSB Jacksonville, Florida	$191M	+$11.8M	8	1.1%	Increased
536	Zacks Investment Management Chicago, Illinois	$191M	+$1.22M	7	4.15%	Increased
537	Cincinnati Insurance Fairfield, Ohio	$190M	+$10M	2	5.45%	Increased
538	Marshall Wace London, United Kingdom	$190M	-$87.9M	9	8%	Reduced
539	Oppenheimer Asset Management New York	$190M	-$432K	10	5.03%	Reduced
540	MIS Morningstar Investment Services Chicago, Illinois	$189M	+$11.3M	5	3.8%	Increased
541	Castleark Management Chicago, Illinois	$188M	+$8.93M	8	5.64%	Increased
542	Highbridge Capital Management New York	$188M	+$14.9M	14	3.35%	Increased
543	Advisor Group Phoenix, Arizona	$187M	+$19.4M	22	2.5%	Increased
544	Whittier Trust South Pasadena, California	$185M	+$4.89M	13	6.47%	Increased
545	Menora Mivtachim Holdings Ramat Gan, Israel	$184M	+$21.1M	5	7.12%	Increased
546	CC Cannell & Co New York	$184M	-$3.26M	6	6.32%	Reduced
547	NTC NF Trinity Capital Central, Hong Kong	$183M	+$1.03M	3	23.76%	Increased
548	Corvex Management New York	$182M	-$31.1M	2	8.74%	Reduced
549	Första AP-fonden Stockholm, Sweden	$182M	-$16.9M	5	6.63%	Reduced
550	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$182M	-$6.86M	5	13.6%	Reduced