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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
176	SEI Investments Oaks, Pennsylvania	$875M	+$307M	14	5.34%	Increased
177	Lord, Abbett & Co Jersey City, New Jersey	$867M	-$33M	7	2.61%	Reduced
178	LSV Asset Management Chicago, Illinois	$864M	+$154M	9	1.87%	Increased
179	Marsico Capital Management Denver, Colorado	$851M	-$148M	3	15.04%	Reduced
180	Capital Guardian Trust Los Angeles, California	$838M	+$51.5M	13	6.51%	Increased
181	DSM Capital Partners Palm Beach Gardens, Florida	$827M	+$121M	3	12.96%	Increased
182	Harding Loevner Bridgewater, New Jersey	$827M	-$78.7M	4	6.69%	Reduced
183	Westfield Capital Management Boston, Massachusetts	$823M	+$154M	5	5.54%	Increased
184	Public Employees Retirement Association of Colorado Denver, Colorado	$820M	+$48.1M	12	6.9%	Increased
185	ING Group Amsterdam, Netherlands	$814M	+$105M	11	4.9%	Increased
186	Commerzbank Aktiengesellschaft Frankfurt, Germany	$796M	-$36.7M	13	6.12%	Reduced
187	ACI AMP Capital Investors Sydney, Australia	$789M	+$32.7M	12	5.39%	Increased
188	Millennium Management New York	$777M	-$613M	13	1.63%	Reduced
189	Raymond James & Associates St Petersburg, Florida	$774M	+$88.1M	12	2.77%	Increased
190	WBC Westpac Banking Corp Sydney, Australia	$773M	+$272M	13	8.55%	Increased
191	First Manhattan New York	$763M	-$45.7M	13	4.68%	Reduced
192	British Columbia Investment Management Victoria, British Columbia, Canada	$755M	-$5.4M	11	7.26%	Reduced
193	Parnassus Investments San Francisco, California	$727M	+$15.4M	4	4.88%	Increased
194	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$714M	+$28.5M	11	5.79%	Increased
195	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$710M	+$69.3M	10	7.46%	Increased
196	Diamond Hill Capital Management Columbus, Ohio	$709M	-$173M	5	4.71%	Reduced
197	Sentry Investments Toronto, Ontario, Canada	$709M	-$4.43M	4	8.13%	Reduced
198	ProShare Advisors Bethesda, Maryland	$703M	+$36.1M	11	8.51%	Increased
199	Stifel Financial St. Louis, Missouri	$702M	+$111M	14	3.66%	Increased
200	KeyBank National Association Cleveland, Ohio	$698M	-$9.63M	10	4.7%	Reduced