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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	Parnassus Investments San Francisco, California	$1.16B	-$17.8M	4	4.55%	Reduced
177	AMF Tjänstepension Stockholm, Sweden	$1.16B	+$57.6M	5	11.34%	Increased
178	Teacher Retirement System of Texas Austin, Texas	$1.15B	-$415M	18	7.69%	Reduced
179	Gateway Investment Advisers Cincinnati, Ohio	$1.12B	-$44M	11	9.49%	Reduced
180	C WorldWide Group Copenhagen, Denmark	$1.12B	-$46M	5	16.15%	Reduced
181	Appaloosa LP Short Hills, New Jersey	$1.12B	-$80.3M	2	10.41%	Reduced
182	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.12B	+$12.1M	9	9.13%	Increased
183	William Blair & Company Chicago, Illinois	$1.11B	+$202M	15	7.54%	Increased
184	Glenmede Trust Philadelphia, Pennsylvania	$1.11B	+$33.5M	14	4.63%	Increased
185	Arrowstreet Capital Boston, Massachusetts	$1.1B	-$1.86B	11	2.66%	Reduced
186	First Manhattan New York	$1.1B	+$31.2M	14	6.01%	Increased
187	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.09B	+$486M	10	5.18%	Increased
188	Maverick Capital Dallas, Texas	$1.08B	+$94M	7	13.61%	Increased
189	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$1.08B	+$111M	12	3.19%	Increased
190	CCMH Cornerstone Capital Management Holdings New York	$1.07B	+$40M	13	7.51%	Increased
191	Lord, Abbett & Co Jersey City, New Jersey	$1.07B	+$108M	10	3.03%	Increased
192	Jensen Investment Management Lake Oswego, Oregon	$1.05B	+$559K	5	13.45%	Increased
193	Robeco Institutional Asset Management Rotterdam, Netherlands	$1.05B	+$101M	13	5.43%	Increased
194	Alkeon Capital Management New York	$1.04B	+$17M	4	6.11%	Increased
195	NC Northern Cross Boston, Massachusetts	$1.04B	-$82.3M	1	13.49%	Reduced
196	Mirae Asset Global Investments Seoul, South Korea	$1.03B	+$574M	10	13.85%	Increased
197	Jane Street New York	$1.02B	-$251M	19	2.93%	Reduced
198	DekaBank Deutsche Girozentrale Frankfurt, Germany	$1.02B	-$745K	13	7.91%	Reduced
199	PCM Primavera Capital Management George Town, Cayman Islands	$1.01B	+$15.8M	2	44.86%	Increased
200	Polar Capital London, United Kingdom	$1.01B	+$227M	7	10.39%	Increased