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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	ACI AMP Capital Investors Sydney, Australia	$1.16B	-$15.5M	12	6.51%	Reduced
177	Jane Street New York	$1.16B	+$256M	15	3.74%	Increased
178	Pzena Investment Management New York	$1.14B	+$109M	4	6.03%	Increased
179	NC Northern Cross Boston, Massachusetts	$1.12B	-$69.5M	1	14.41%	Reduced
180	Aperio Group Sausalito, California	$1.11B	+$64.5M	15	6.29%	Increased
181	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.11B	-$293M	12	5.63%	Reduced
182	British Columbia Investment Management Victoria, British Columbia, Canada	$1.1B	-$1.58M	12	8.5%	Reduced
183	Parnassus Investments San Francisco, California	$1.09B	-$174M	4	4.47%	Reduced
184	Acadian Asset Management Boston, Massachusetts	$1.07B	+$51.3M	16	4.72%	Increased
185	PIM Platinum Investment Management Sydney Australia 2000, Australia	$1.05B	+$22.4M	6	26.49%	Increased
186	C WorldWide Group Copenhagen, Denmark	$1.04B	+$28.5M	5	14.83%	Increased
187	Gateway Investment Advisers Cincinnati, Ohio	$1.04B	-$8.87M	11	8.97%	Reduced
188	Melvin Capital Management New York	$1.03B	+$234M	4	12.35%	Increased
189	DekaBank Deutsche Girozentrale Frankfurt, Germany	$1.02B	-$14.1M	13	7.95%	Reduced
190	AMF Tjänstepension Stockholm, Sweden	$1B	-$30M	6	10.97%	Reduced
191	PCM Primavera Capital Management George Town, Cayman Islands	$989M	-$325M	1	44.41%	Reduced
192	CI Investments Inc Toronto, Ontario, Canada	$984M	-$52M	7	9.6%	Reduced
193	Jensen Investment Management Lake Oswego, Oregon	$982M	+$48.3M	4	13.27%	Increased
194	Generation Investment Management London, United Kingdom	$981M	-$5.9M	3	9.43%	Reduced
195	Glenmede Trust Philadelphia, Pennsylvania	$972M	+$14.5M	14	4.26%	Increased
196	First Manhattan New York	$969M	-$46.7M	14	5.55%	Reduced
197	Findlay Park Partners London, United Kingdom	$961M	+$107M	3	9.51%	Increased
198	Luther King Capital Management (LKCM) Fort Worth, Texas	$952M	-$16.1M	9	8.34%	Reduced
199	Point72 Asset Management Stamford, Connecticut	$938M	+$233M	8	4.19%	Increased
200	Alkeon Capital Management New York	$928M	+$23.8M	4	6.66%	Increased