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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	Jensen Investment Management Lake Oswego, Oregon	$498M	-$25.3M	3	7.7%	Reduced
202	Korea Investment Corp Seoul, South Korea	$497M	+$28.4M	8	5.28%	Increased
203	BRC Blue Ridge Capital New York	$492M	$0	2	5.88%	Maintained
204	Ninety One (UK) London, United Kingdom	$491M	+$9.28M	3	3.62%	Increased
205	Flossbach Von Storch Cologne, Germany	$482M	+$119M	4	14.79%	Increased
206	TPSF Texas Permanent School Fund Austin, Texas	$475M	-$11.3M	8	4.88%	Reduced
207	SEI Trust Company Oaks, Pennsylvania	$460M	+$8.36M	10	5.05%	Increased
208	Elliott Management New York	$458M	-$189M	1	8.42%	Reduced
209	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$456M	-$15.9M	8	3.37%	Reduced
210	Employees Provident Fund Board Shah Alam, Malaysia	$456M	+$65.5M	4	16.44%	Increased
211	WBC Westpac Banking Corp Sydney, Australia	$450M	+$29.5M	11	5.63%	Increased
212	AIG American International Group New York	$437M	-$42.6M	13	2.38%	Reduced
213	Bessemer Group Woodbridge, New Jersey	$429M	+$8.18M	9	3.48%	Increased
214	HCM Holland Capital Management Chicago, Illinois	$428M	+$12.7M	4	9.92%	Increased
215	Sarofim Fayez Houston, Texas	$427M	+$435M	4	2.08%	New
216	NIMC NWQ Investment Management Company Los Angeles, California	$425M	+$41.1M	2	4.04%	Increased
217	CCI Columbus Circle Investors	$417M	-$32.4M	3	2.95%	Reduced
218	SCM Scout Capital Management New York	$415M	-$278M	2	8.44%	Reduced
219	Factory Mutual Insurance Waltham, Massachusetts	$407M	-$8.72M	6	6.46%	Reduced
220	CCMH Cornerstone Capital Management Holdings New York	$406M	-$8.55M	9	4.88%	Reduced
221	IRF IBM Retirement Fund Armonk, New York	$406M	-$59M	9	5.56%	Reduced
222	Rockefeller Financial Services New York	$406M	-$34.3M	5	9.43%	Reduced
223	Two Sigma Investments New York	$404M	+$69.7M	7	2.58%	Increased
224	Fiduciary Management Inc Milwaukee, Wisconsin	$402M	+$2.81M	1	2.45%	Increased
225	Farallon Capital Management San Francisco, California	$388M	+$197M	3	7.96%	Increased