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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	SEI Trust Company Oaks, Pennsylvania	$582M	+$22.4M	10	5.52%	Increased
202	Flossbach Von Storch Cologne, Germany	$576M	+$33.4M	5	16.38%	Increased
203	John W. Bristol & Co New York	$569M	-$92.4M	4	10.1%	Reduced
204	Jensen Investment Management Lake Oswego, Oregon	$561M	-$5.69M	3	7.96%	Reduced
205	Employees Provident Fund Board Shah Alam, Malaysia	$524M	+$4.74M	4	15.84%	Increased
206	CCI Columbus Circle Investors	$517M	-$12.1M	3	3.53%	Reduced
207	TPSF Texas Permanent School Fund Austin, Texas	$510M	-$36.3M	8	5.06%	Reduced
208	First Manhattan New York	$503M	-$33.1M	8	3.33%	Reduced
209	WBC Westpac Banking Corp Sydney, Australia	$497M	-$26.8M	11	5.69%	Reduced
210	HCM Holland Capital Management Chicago, Illinois	$496M	-$18M	4	10.26%	Reduced
211	Comerica Bank Dallas, Texas	$483M	-$94.5M	10	3.74%	Reduced
212	PGGM Investments Zeist, Netherlands	$480M	-$158M	5	2.64%	Reduced
213	PHS PFM Health Sciences San Francisco, California	$469M	+$306M	2	9.42%	Increased
214	CCM Cantillon Capital Management New York	$457M	-$608K	1	10.84%	Reduced
215	I.G. Investment Management Winnipeg, Manitoba, Canada	$453M	-$115M	10	1.64%	Reduced
216	IRF IBM Retirement Fund Armonk, New York	$451M	-$15.7M	9	5.9%	Reduced
217	Renaissance Technologies New York	$449M	-$488M	9	1.08%	Reduced
218	Rockefeller Financial Services New York	$449M	-$21.3M	5	9.69%	Reduced
219	RIM Rainier Investment Management Seattle, Washington	$449M	-$223M	3	4.67%	Reduced
220	Elliott Management New York	$442M	$0	1	10.03%	Maintained
221	Factory Mutual Insurance Waltham, Massachusetts	$441M	-$34.4M	5	6.48%	Reduced
222	Fayez Sarofim & Co Houston, Texas	$433M	+$411M	4	2.01%	New
223	CCMH Cornerstone Capital Management Holdings New York	$432M	-$32.9M	9	4.97%	Reduced
224	SAC Capital Advisors Stamford, Connecticut	$428M	+$182M	11	2.49%	Increased
225	Glenmede Trust Philadelphia, Pennsylvania	$424M	+$16M	11	4.33%	Increased