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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	Wellcome Trust London, United Kingdom	$835M	+$687K	4	18.99%	Increased
177	Guggenheim Capital Chicago, Illinois	$830M	-$34M	13	2.61%	Reduced
178	British Columbia Investment Management Victoria, British Columbia, Canada	$817M	+$42.1M	11	7.16%	Increased
179	TCW Group Los Angeles, California	$804M	-$2.32M	13	6.07%	Reduced
180	ACI AMP Capital Investors Sydney, Australia	$802M	+$46.9M	12	5.34%	Increased
181	Public Employees Retirement Association of Colorado Denver, Colorado	$801M	-$9.82M	12	6.63%	Reduced
182	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$791M	+$62.8M	8	7.02%	Increased
183	State of Michigan Retirement System Lansing, Michigan	$788M	-$50.3M	10	6.17%	Reduced
184	JP Jana Partners New York	$783M	-$105M	3	13.38%	Reduced
185	First Manhattan New York	$775M	+$33.1M	12	4.76%	Increased
186	Alkeon Capital Management New York	$757M	+$124M	4	14.57%	Increased
187	Renaissance Technologies New York	$746M	+$244M	14	1.42%	Increased
188	DSM Capital Partners Palm Beach Gardens, Florida	$742M	-$19.3M	3	12.76%	Reduced
189	Arrowstreet Capital Boston, Massachusetts	$741M	+$598M	11	2.45%	Increased
190	Sanders Capital West Palm Beach, Florida	$740M	+$308K	1	6.14%	Increased
191	Capital Guardian Trust Los Angeles, California	$739M	-$57.1M	14	5.69%	Reduced
192	Diamond Hill Capital Management Columbus, Ohio	$738M	+$48.2M	5	4.66%	Increased
193	Flossbach Von Storch Cologne, Germany	$737M	+$45.8M	4	12.66%	Increased
194	Parnassus Investments San Francisco, California	$732M	+$49.9M	4	4.46%	Increased
195	SG Americas Securities New York	$729M	+$80.1M	13	5.17%	Increased
196	Societe Generale	$729M	+$710M	13	5.17%	New
197	Millennium Management New York	$728M	-$54.5M	18	1.67%	Reduced
198	Stifel Financial St. Louis, Missouri	$713M	+$269M	14	3.3%	Increased
199	Luther King Capital Management (LKCM) Fort Worth, Texas	$711M	+$35.2M	7	6.96%	Increased
200	Westfield Capital Management Boston, Massachusetts	$705M	-$750K	5	5.82%	Reduced