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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	Teacher Retirement System of Texas Austin, Texas	$1.05B	-$50M	14	7.18%	Reduced
152	Ninety One (UK) London, United Kingdom	$1.03B	+$274M	7	5.35%	Increased
153	LSV Asset Management Chicago, Illinois	$1B	+$28.4M	9	2.06%	Increased
154	HCM Highfields Capital Management Boston, Massachusetts	$1B	+$278M	3	8.74%	Increased
155	AIG American International Group New York	$998M	-$49.7M	15	4.19%	Reduced
156	Janus Henderson Group London,	$991M	-$65.8M	13	8.24%	Reduced
157	Aviva London, United Kingdom	$973M	+$89.7M	13	6.66%	Increased
158	Calamos Advisors Naperville, Illinois	$967M	-$129M	11	6.79%	Reduced
159	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$961M	-$18.8M	13	6.2%	Reduced
160	CIBC Private Wealth Group Atlanta, Georgia	$959M	+$19.3M	7	7%	Increased
161	NFA Nationwide Fund Advisors Columbus, Ohio	$955M	-$28.4M	17	4.13%	Reduced
162	VVP Vulcan Value Partners Birmingham, Alabama	$950M	-$16.6M	1	9.35%	Reduced
163	Pzena Investment Management New York	$947M	-$69.6M	3	5.92%	Reduced
164	Manning & Napier Advisors Fairport, New York	$942M	+$89.4M	7	5.71%	Increased
165	Gateway Investment Advisers Cincinnati, Ohio	$916M	-$9.33M	10	7.85%	Reduced
166	US Bancorp Minneapolis, Minnesota	$915M	+$23.5M	15	3.48%	Increased
167	Bessemer Group Woodbridge, New Jersey	$910M	+$148M	12	4.99%	Increased
168	Citigroup New York	$906M	-$69.6M	19	0.92%	Reduced
169	NN Investment Partners Holdings The Hague, Netherlands	$893M	-$38.8M	12	8.43%	Reduced
170	WBC Westpac Banking Corp Sydney, Australia	$878M	-$148M	13	9.61%	Reduced
171	Raymond James & Associates St Petersburg, Florida	$858M	+$59.8M	15	2.69%	Increased
172	Harding Loevner Bridgewater, New Jersey	$843M	+$36M	4	6.61%	Increased
173	Egerton Capital (UK) London, United Kingdom	$840M	-$265M	2	9.43%	Reduced
174	Two Sigma Advisers New York	$838M	+$365M	14	4.26%	Increased
175	SEI Investments Oaks, Pennsylvania	$838M	-$11.3M	14	5.03%	Reduced