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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
151	NC Northern Cross Boston, Massachusetts	$1.04B	-$13.2M	1	15.25%	Reduced
152	Pictet Asset Management (UK) London, United Kingdom	$1.03B	+$36.9M	12	4.53%	Increased
153	Pzena Investment Management New York	$1.02B	-$175M	3	6.28%	Reduced
154	AWM Ashmore Wealth Management Wilmington, Delaware	$1B	-$214M	4	26.21%	Reduced
155	NFA Nationwide Fund Advisors Columbus, Ohio	$998M	-$73.2M	15	4.33%	Reduced
156	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$992M	-$61.7M	12	6.52%	Reduced
157	LSV Asset Management Chicago, Illinois	$978M	+$17.7M	9	2.05%	Increased
158	VVP Vulcan Value Partners Birmingham, Alabama	$967M	-$98.4M	2	8.69%	Reduced
159	NN Investment Partners Holdings The Hague, Netherlands	$965M	+$912M	12	9.26%	New
160	Citigroup New York	$962M	+$68.9M	19	1.08%	Increased
161	JP Jana Partners New York	$949M	+$386M	2	18.01%	Increased
162	CIBC Private Wealth Group Atlanta, Georgia	$946M	+$4.02M	7	7.31%	Increased
163	Gateway Investment Advisers Cincinnati, Ohio	$936M	-$39M	10	8.12%	Reduced
164	State of Tennessee, Department of Treasury Nashville, Tennessee	$930M	-$19.3M	11	5.35%	Reduced
165	Korea Investment Corp Seoul, South Korea	$927M	-$43.3M	10	6.78%	Reduced
166	US Bancorp Minneapolis, Minnesota	$917M	+$28.3M	14	3.6%	Increased
167	WBC Westpac Banking Corp Sydney, Australia	$907M	+$261M	13	9.86%	Increased
168	Aviva London, United Kingdom	$895M	+$21.8M	13	6.65%	Increased
169	Wellcome Trust London, United Kingdom	$878M	-$65.4M	4	19.44%	Reduced
170	Guggenheim Capital Chicago, Illinois	$869M	-$112M	13	2.74%	Reduced
171	SEI Investments Oaks, Pennsylvania	$865M	+$7.29M	14	5.38%	Increased
172	Manning & Napier Advisors Fairport, New York	$865M	-$274M	8	5.01%	Reduced
173	State of Michigan Retirement System Lansing, Michigan	$855M	-$9.95M	10	6.79%	Reduced
174	Ruane, Cunniff & Goldfarb New York	$851M	-$212M	5	6.61%	Reduced
175	Lord, Abbett & Co Jersey City, New Jersey	$826M	-$46.9M	8	2.6%	Reduced