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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
126	Fred Alger Management New York	$1.17B	+$106M	6	5.78%	Increased
127	USAA United Services Automobile Association San Antonio, Texas	$1.15B	+$4.11M	10	4.46%	Increased
128	AQR Capital Management Greenwich, Connecticut	$1.1B	+$116M	11	3.33%	Increased
129	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$1.09B	-$122M	8	5.14%	Reduced
130	Ruane, Cunniff & Goldfarb New York	$1.08B	-$25.3M	4	5.77%	Reduced
131	Citigroup New York	$1.08B	-$604M	13	1.1%	Reduced
132	Cornerstone Investment Partners Atlanta, Georgia	$1.07B	-$102M	4	12.93%	Reduced
133	Canada Life Winnipeg, Manitoba, Canada	$1.06B	+$18.2M	10	3.72%	Increased
134	Pzena Investment Management New York	$1.04B	-$184M	2	5.98%	Reduced
135	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.02B	+$55.8M	10	6.33%	Increased
136	SZC Sleep, Zakaria & Co London, United Kingdom	$995M	+$11.6M	1	66.34%	Increased
137	Edgewood Management Greenwich, Connecticut	$980M	+$62.4M	3	10.43%	Increased
138	Boston Partners Boston, Massachusetts	$978M	+$116M	5	1.78%	Increased
139	Retirement Systems of Alabama Montgomery, Alabama	$978M	-$12.3M	8	5.67%	Reduced
140	William Blair & Company Chicago, Illinois	$961M	-$63.9M	12	1.59%	Reduced
141	Institutional Capital Chicago, Illinois	$950M	+$253M	2	4.47%	Increased
142	ING Group Amsterdam, Netherlands	$942M	-$19.3M	8	4.98%	Reduced
143	Calamos Advisors Naperville, Illinois	$941M	+$52.7M	7	6.02%	Increased
144	Gateway Investment Advisers Cincinnati, Ohio	$939M	-$20.7M	8	7.62%	Reduced
145	Marsico Capital Management Denver, Colorado	$934M	-$80.2M	3	6.74%	Reduced
146	Capital Guardian Trust Los Angeles, California	$934M	-$22M	7	6.32%	Reduced
147	Chevy Chase Trust Bethesda, Maryland	$914M	-$9.34M	8	6.55%	Reduced
148	LSV Asset Management Chicago, Illinois	$903M	+$40.2M	7	2.11%	Increased
149	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$899M	-$80.9M	10	5.23%	Reduced
150	Harding Loevner Bridgewater, New Jersey	$865M	-$107M	4	6.59%	Reduced