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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
201	AIG American International Group New York	$470M	+$469M	13	2.81%	New
202	BRC Blue Ridge Capital New York	$465M	+$448M	2	5.61%	New
203	Korea Investment Corp Seoul, South Korea	$465M	+$464M	9	5.57%	New
204	IRF IBM Retirement Fund Armonk, New York	$460M	+$458M	9	5.68%	New
205	Aviva London, United Kingdom	$449M	+$447M	9	4.54%	New
206	Alkeon Capital Management New York	$443M	+$427M	3	9.91%	New
207	Longview Partners St Peter Port, Guernsey	$441M	+$477M	1	4.38%	New
208	CS Cisco Systems San Jose, California	$435M	+$476M	1	25.1%	New
209	CCI Columbus Circle Investors	$433M	+$418M	2	3.48%	New
210	Rockefeller Financial Services New York	$433M	+$427M	5	10.39%	New
211	SEI Trust Company Oaks, Pennsylvania	$428M	+$420M	10	5.23%	New
212	Bessemer Group Woodbridge, New Jersey	$418M	+$415M	10	3.75%	New
213	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$418M	+$415M	9	3.95%	New
214	Orbis Holdings Hamilton, Bermuda	$414M	+$395M	2	3.3%	New
215	Fiduciary Management Inc Milwaukee, Wisconsin	$413M	+$392M	1	2.58%	New
216	EP Edinburgh Partners Edinburgh, United Kingdom	$411M	+$394M	2	24.5%	New
217	CCMH Cornerstone Capital Management Holdings New York	$411M	+$409M	9	5.07%	New
218	Factory Mutual Insurance Waltham, Massachusetts	$409M	+$409M	6	6.71%	New
219	Fayez Sarofim & Co Houston, Texas	$403M	+$429M	4	2.02%	New
220	Ruffer LLP London, United Kingdom	$402M	+$400M	3	21.64%	New
221	HCM Holland Capital Management Chicago, Illinois	$402M	+$396M	4	10.14%	New
222	MCM Mason Capital Management New York	$401M	+$380M	1	7.99%	New
223	NIMC NWQ Investment Management Company Los Angeles, California	$397M	+$377M	1	3.46%	New
224	Employees Provident Fund Board Shah Alam, Malaysia	$395M	+$398M	4	15.85%	New
225	First Trust Advisors Wheaton, Illinois	$384M	+$374M	9	2.5%	New