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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	PCM Primavera Capital Management George Town, Cayman Islands	$1.09B	-$98.8M	1	47.13%	Reduced
177	British Columbia Investment Management Victoria, British Columbia, Canada	$1.06B	-$608K	12	8.43%	Reduced
178	Appaloosa LP Short Hills, New Jersey	$1.05B	+$557M	2	15.6%	Increased
179	DnB Asset Management Oslo, Norway	$1.04B	+$99.5M	12	15.19%	Increased
180	Gateway Investment Advisers Cincinnati, Ohio	$1.01B	+$2.34M	10	9.08%	Increased
181	Aperio Group Sausalito, California	$1.01B	+$49.2M	13	6.18%	Increased
182	DekaBank Deutsche Girozentrale Frankfurt, Germany	$995M	+$303M	13	7.9%	Increased
183	Balyasny Asset Management Chicago, Illinois	$993M	+$480M	13	4.09%	Increased
184	Pzena Investment Management New York	$978M	-$6.27M	4	5.35%	Reduced
185	First Manhattan New York	$977M	-$32M	14	5.69%	Reduced
186	NC Northern Cross Boston, Massachusetts	$974M	-$10.2M	1	12.55%	Reduced
187	C WorldWide Group Copenhagen, Denmark	$957M	+$70.6M	5	14.54%	Increased
188	AMF Tjänstepension Stockholm, Sweden	$955M	-$782K	7	10.91%	Reduced
189	CI Investments Inc Toronto, Ontario, Canada	$953M	+$117M	7	10.32%	Increased
190	Luther King Capital Management (LKCM) Fort Worth, Texas	$947M	+$9.32M	8	8.57%	Increased
191	PIM Platinum Investment Management Sydney Australia 2000, Australia	$946M	+$77.3M	6	25.69%	Increased
192	Generation Investment Management London, United Kingdom	$932M	-$821M	3	9.49%	Reduced
193	William Blair & Company Chicago, Illinois	$926M	+$59.8M	15	6.95%	Increased
194	Acadian Asset Management Boston, Massachusetts	$910M	+$75.5M	17	4.12%	Increased
195	Jensen Investment Management Lake Oswego, Oregon	$906M	-$58.8M	4	12.41%	Reduced
196	Lord, Abbett & Co Jersey City, New Jersey	$897M	+$76.4M	9	2.66%	Increased
197	Glenmede Trust Philadelphia, Pennsylvania	$882M	-$12.3M	13	4.21%	Reduced
198	Causeway Capital Management Los Angeles, California	$858M	+$10.4M	3	10.63%	Increased
199	Mackenzie Financial Toronto Ontario, Ontario, Canada	$856M	-$32.4M	10	4.77%	Reduced
200	CCMH Cornerstone Capital Management Holdings New York	$854M	-$28M	14	6.71%	Reduced