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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	Pzena Investment Management New York	$954M	-$89.5M	3	5.83%	Reduced
177	Guggenheim Capital Chicago, Illinois	$944M	+$2.8M	15	2.94%	Increased
178	Harding Loevner Bridgewater, New Jersey	$943M	-$3.36M	4	6.81%	Reduced
179	ACI AMP Capital Investors Sydney, Australia	$934M	+$24.9M	13	5.74%	Increased
180	Public Employees Retirement Association of Colorado Denver, Colorado	$929M	+$22.2M	12	7.53%	Increased
181	NC Northern Cross Boston, Massachusetts	$917M	-$400M	1	15.1%	Reduced
182	PCM Primavera Capital Management George Town, Cayman Islands	$902M	+$791M	1	100%	New
183	Two Sigma Investments New York	$896M	+$139M	16	3.25%	Increased
184	PointState Capital New York	$880M	+$88M	4	9.08%	Increased
185	VVP Vulcan Value Partners Birmingham, Alabama	$878M	-$35.7M	2	8.06%	Reduced
186	Capital Guardian Trust Los Angeles, California	$874M	+$16.5M	14	6.59%	Increased
187	TCW Group Los Angeles, California	$871M	-$38.8M	13	6.62%	Reduced
188	Silver Lake Group Menlo Park, California	$860M	-$764M	1	17.77%	Reduced
189	First Manhattan New York	$859M	+$18.5M	13	5.24%	Increased
190	Parnassus Investments San Francisco, California	$859M	+$38.4M	4	4.69%	Increased
191	Alkeon Capital Management New York	$848M	-$23.9M	4	15.94%	Reduced
192	Lord, Abbett & Co Jersey City, New Jersey	$838M	+$34.6M	10	2.55%	Increased
193	SAM Southeastern Asset Management Memphis, Tennessee	$836M	+$82.2M	1	8.01%	Increased
194	CCMH Cornerstone Capital Management Holdings New York	$832M	+$136M	13	6.17%	Increased
195	State of Michigan Retirement System Lansing, Michigan	$830M	-$49.1M	10	6.55%	Reduced
196	Stifel Financial St. Louis, Missouri	$827M	+$26.6M	15	3.72%	Increased
197	AMF Tjänstepension Stockholm, Sweden	$815M	+$97.7M	6	10.22%	Increased
198	Westfield Capital Management Boston, Massachusetts	$808M	+$3.33M	5	6.52%	Increased
199	Aperio Group Sausalito, California	$803M	+$50.8M	12	5.81%	Increased
200	Luther King Capital Management (LKCM) Fort Worth, Texas	$795M	+$13M	7	7.77%	Increased