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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	Two Sigma Advisers New York	$1.05B	+$264M	18	2.85%	Increased
202	Fort Washington Investment Advisors Cincinnati, Ohio	$1.04B	-$19.2M	6	10.8%	Reduced
203	Findlay Park Partners London, United Kingdom	$1.03B	+$128M	2	10.3%	Increased
204	Man Group London, United Kingdom	$1.03B	+$1.06B	18	4.72%	New
205	Diamond Hill Capital Management Columbus, Ohio	$1.03B	+$13.7M	4	5.27%	Increased
206	Marshall Wace North America New York	$1.01B	+$172M	14	5.06%	Increased
207	State of Michigan Retirement System Lansing, Michigan	$997M	+$42.8M	13	8.03%	Increased
208	Jensen Investment Management Lake Oswego, Oregon	$997M	-$73.3M	5	13.01%	Reduced
209	Zurich Cantonal Bank Zurich, Switzerland	$992M	-$47M	17	9%	Reduced
210	KeyBank National Association Cleveland, Ohio	$989M	-$3.42M	12	5.84%	Reduced
211	Melvin Capital Management New York	$986M	+$27.5M	4	9.44%	Increased
212	Millennium Management New York	$976M	-$51.7M	23	1.3%	Reduced
213	Thomaspartners Boston, Massachusetts	$973M	+$16.1M	3	7.13%	Increased
214	BNP Paribas Asset Management Paris, France	$969M	+$538K	14	8.16%	Increased
215	Glenview Capital Management New York	$946M	-$268M	2	5.53%	Reduced
216	Calamos Advisors Naperville, Illinois	$932M	-$19.8M	11	6.06%	Reduced
217	Fayez Sarofim & Co Houston, Texas	$929M	+$271K	6	5.03%	Increased
218	Carmignac Gestion Paris, France	$929M	-$172M	2	6.51%	Reduced
219	Longview Partners St Peter Port, Guernsey	$909M	+$3.17M	1	4.76%	Increased
220	Natixis Advisors Boston, Massachusetts	$903M	-$23.4M	12	8.92%	Reduced
221	Factory Mutual Insurance Waltham, Massachusetts	$903M	+$25.7M	6	9.89%	Increased
222	LSV Asset Management Chicago, Illinois	$901M	+$4.8M	9	1.43%	Increased
223	KBC Group Brussels, Belgium	$899M	-$130M	15	8.31%	Reduced
224	Hermes Investment Management London Uk, United Kingdom	$897M	+$157M	6	13.09%	Increased
225	PointState Capital New York	$884M	+$94.8M	5	9.62%	Increased