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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	Flossbach Von Storch Cologne, Germany	$1.35B	+$34.4M	6	13.22%	Increased
177	Point72 Asset Management Stamford, Connecticut	$1.33B	+$546M	13	5.31%	Increased
178	Pendal Group Sydney, Australia	$1.31B	+$968K	11	16.98%	Increased
179	C WorldWide Group Copenhagen, Denmark	$1.31B	-$24.7M	5	18.2%	Reduced
180	Robeco Institutional Asset Management Rotterdam, Netherlands	$1.3B	+$34.5M	14	5.91%	Increased
181	Teacher Retirement System of Texas Austin, Texas	$1.29B	-$10.4M	19	8.17%	Reduced
182	Alkeon Capital Management New York	$1.27B	+$21M	6	5.9%	Increased
183	First Manhattan New York	$1.26B	+$77M	14	7.28%	Increased
184	Gateway Investment Advisers Cincinnati, Ohio	$1.24B	-$16.5M	11	10.98%	Reduced
185	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.23B	-$58.9M	9	10.1%	Reduced
186	Hillhouse Investment Management Grand Cayman, Cayman Islands	$1.21B	+$944M	1	20.58%	Increased
187	Westfield Capital Management Boston, Massachusetts	$1.21B	+$3.09M	7	9.01%	Increased
188	Lord, Abbett & Co Jersey City, New Jersey	$1.21B	-$108M	11	3.52%	Reduced
189	Maverick Capital Dallas, Texas	$1.19B	-$63.3M	6	13.92%	Reduced
190	Nomura Asset Management Tokyo, Japan	$1.18B	+$44M	13	12.21%	Increased
191	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.17B	+$2.33M	11	5.06%	Increased
192	CI Investments Inc Toronto, Ontario, Canada	$1.17B	+$416M	10	9.21%	Increased
193	USS Investment Management London, United Kingdom	$1.17B	+$3.17M	6	12.73%	Increased
194	British Columbia Investment Management Victoria, British Columbia, Canada	$1.17B	-$217M	12	10.28%	Reduced
195	Fort Washington Investment Advisors Cincinnati, Ohio	$1.14B	+$16.8M	6	11.55%	Increased
196	AMF Tjänstepension Stockholm, Sweden	$1.14B	-$43.4M	6	11.01%	Reduced
197	Glenmede Trust Philadelphia, Pennsylvania	$1.12B	-$112M	15	4.96%	Reduced
198	Mirae Asset Global Investments Seoul, South Korea	$1.11B	-$76.6M	13	15.12%	Reduced
199	State of Michigan Retirement System Lansing, Michigan	$1.11B	+$34.1M	12	8.77%	Increased
200	MSL Mackay Shields LLC New York	$1.11B	-$62.5M	13	7.67%	Reduced