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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	State of Michigan Retirement System Lansing, Michigan	$789M	-$23.6M	11	6.1%	Reduced
202	Robeco Institutional Asset Management Rotterdam, Netherlands	$784M	+$91M	11	5.22%	Increased
203	KBC Group Brussels, Belgium	$780M	+$77.9M	12	7.04%	Increased
204	SAM Southeastern Asset Management Memphis, Tennessee	$773M	-$4.32M	1	7.86%	Reduced
205	Findlay Park Partners London, United Kingdom	$770M	+$58.9M	2	8.18%	Increased
206	MLICM Metropolitan Life Insurance Company (MetLife) New York	$770M	-$11.5M	14	5.34%	Reduced
207	Acadian Asset Management Boston, Massachusetts	$769M	-$85.3M	15	3.52%	Reduced
208	Thomaspartners Boston, Massachusetts	$764M	+$52.7M	3	7.04%	Increased
209	Calamos Advisors Naperville, Illinois	$763M	-$64.7M	12	6.01%	Reduced
210	SSM Sound Shore Management Greenwich, Connecticut	$763M	+$45.5M	5	12.66%	Increased
211	NC Northern Cross Boston, Massachusetts	$754M	-$174M	1	10.23%	Reduced
212	Jane Street New York	$753M	+$242M	14	3.35%	Increased
213	Commerzbank Aktiengesellschaft Frankfurt, Germany	$752M	-$79.4M	12	11.14%	Reduced
214	PIM Platinum Investment Management Sydney Australia 2000, Australia	$742M	+$32.4M	5	20.56%	Increased
215	Diamond Hill Capital Management Columbus, Ohio	$737M	+$43.5M	4	4.13%	Increased
216	Alkeon Capital Management New York	$732M	-$52.5M	4	12.63%	Reduced
217	Westfield Capital Management Boston, Massachusetts	$730M	-$28.1M	5	6.27%	Reduced
218	Zurich Cantonal Bank Zurich, Switzerland	$724M	-$5.47M	15	7.14%	Reduced
219	CI Investments Inc Toronto, Ontario, Canada	$716M	-$173M	8	8.14%	Reduced
220	Los Angeles Capital Management Los Angeles, California	$708M	-$71.8M	10	5.16%	Reduced
221	Fort Washington Investment Advisors Cincinnati, Ohio	$704M	+$12M	6	11.28%	Increased
222	USS Investment Management London, United Kingdom	$694M	+$33.6M	6	9.6%	Increased
223	Longview Partners St Peter Port, Guernsey	$693M	-$32.8M	1	4.51%	Reduced
224	Natixis Advisors Boston, Massachusetts	$690M	+$87.8M	11	7.64%	Increased
225	Millennium Management New York	$681M	+$54.4M	19	1.25%	Increased