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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	Polar Capital London, United Kingdom	$1.79B	-$25M	10	15.59%	Reduced
177	Sustainable Growth Advisers Stamford, Connecticut	$1.75B	+$4.16M	5	16.39%	Increased
178	Baird Financial Group Milwaukee, Wisconsin	$1.71B	+$12.7M	12	6.13%	Increased
179	ACI AMP Capital Investors Sydney, Australia	$1.68B	+$6.17M	16	9.21%	Increased
180	First Manhattan New York	$1.66B	+$4.24M	15	8.32%	Increased
181	Jane Street New York	$1.66B	+$924M	22	2.31%	Increased
182	Appaloosa LP Short Hills, New Jersey	$1.64B	+$247M	3	41.1%	Increased
183	Ruane, Cunniff & Goldfarb New York	$1.63B	-$141M	4	20.16%	Reduced
184	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.6B	+$16.6M	10	10.69%	Increased
185	DekaBank Deutsche Girozentrale Frankfurt, Germany	$1.6B	+$194M	17	9.8%	Increased
186	Fayez Sarofim & Co Houston, Texas	$1.59B	-$11.2M	7	7.68%	Reduced
187	Arrowstreet Capital Boston, Massachusetts	$1.59B	-$234M	13	3.7%	Reduced
188	KBC Group Brussels, Belgium	$1.59B	+$86.7M	16	10.05%	Increased
189	CIBC World Market Toronto, Ontario, Canada	$1.58B	+$347M	13	6.46%	Increased
190	AustralianSuper Melbourne, Australia	$1.57B	-$7.78M	7	13.27%	Reduced
191	BNP Paribas Financial Markets Paris, France	$1.56B	-$786M	22	2.84%	Reduced
192	Envestnet Asset Management Chicago, Illinois	$1.55B	+$94.2M	19	1.64%	Increased
193	CIBC World Markets New York	$1.53B	+$469M	10	9.92%	Increased
194	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.52B	-$147M	14	11.94%	Reduced
195	Calamos Advisors Naperville, Illinois	$1.51B	-$5.65M	10	7.46%	Reduced
196	Mirae Asset Global Investments Seoul, South Korea	$1.49B	-$121M	17	9.26%	Reduced
197	CI Investments Inc Toronto, Ontario, Canada	$1.49B	-$81.3M	9	7.58%	Reduced
198	USS Investment Management London, United Kingdom	$1.49B	-$308M	10	14.53%	Reduced
199	Jensen Investment Management Lake Oswego, Oregon	$1.49B	-$82.2M	5	14.78%	Reduced
200	BNP Paribas Asset Management Paris, France	$1.48B	-$20.7M	14	10.16%	Reduced