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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	USS Investment Management London, United Kingdom	$1.97B	-$41.2M	15	18.95%	Reduced
202	First Manhattan New York	$1.96B	-$60.6M	14	10.1%	Reduced
203	AIG American International Group New York	$1.95B	-$88.9M	22	9.33%	Reduced
204	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$1.94B	-$321M	12	13.79%	Reduced
205	ACI AMP Capital Investors Sydney, Australia	$1.93B	-$143M	17	11.4%	Reduced
206	Prudential plc London, England, United Kingdom	$1.91B	-$362M	13	9.51%	Reduced
207	Nomura Asset Management Tokyo, Japan	$1.9B	-$58.9M	15	14.56%	Reduced
208	Brown Brothers Harriman & Co New York	$1.87B	+$38.5M	14	13.41%	Increased
209	SCGE Management Menlo Park, California	$1.82B	+$202M	6	28.37%	Increased
210	D1 Capital Partners New York	$1.81B	-$206M	4	10.58%	Reduced
211	Epoch Investment Partners New York	$1.8B	-$201M	6	8.97%	Reduced
212	Point72 Asset Management Stamford, Connecticut	$1.76B	+$443M	15	9.03%	Increased
213	Bank Julius Baer & Co Zurich, Switzerland	$1.76B	+$225M	14	17.17%	Increased
214	Treasurer of the State of North Carolina Raleigh, North Carolina	$1.74B	+$11.1M	18	13.18%	Increased
215	Hotchkis & Wiley Capital Management Los Angeles, California	$1.71B	-$291M	5	7.76%	Reduced
216	KeyBank National Association Cleveland, Ohio	$1.71B	-$9.28M	15	9.24%	Reduced
217	William Blair Investment Management Chicago, Illinois	$1.7B	-$112M	9	6.63%	Reduced
218	Lord, Abbett & Co Jersey City, New Jersey	$1.68B	-$9.39M	9	5.37%	Reduced
219	Commonwealth Equity Services Waltham, Massachusetts	$1.65B	+$37.7M	24	5.65%	Increased
220	Skye Global Management West Palm Beach, Florida	$1.65B	+$619M	4	42.54%	Increased
221	Fifth Third Bancorp Cincinnati, Ohio	$1.65B	-$10.6M	20	9.09%	Reduced
222	Natixis Advisors Boston, Massachusetts	$1.63B	-$58.8M	14	10.25%	Reduced
223	Third Point New York	$1.62B	+$354M	3	16.19%	Increased
224	GIM Genesis Investment Management London, United Kingdom	$1.56B	-$70M	2	45.2%	Reduced
225	Generation Investment Management London, United Kingdom	$1.55B	-$595M	4	8.22%	Reduced