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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
226	KBC Group Brussels, Belgium	$381M	+$133M	10	6.14%	Increased
227	Citadel Advisors Miami, Florida	$379M	-$283M	12	0.58%	Reduced
228	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$374M	-$59.4M	9	3.41%	Reduced
229	Glenmede Trust Philadelphia, Pennsylvania	$371M	+$8.18M	11	4.41%	Increased
230	Diamond Hill Capital Management Columbus, Ohio	$365M	+$19.3M	2	3.67%	Increased
231	BWA Brave Warrior Advisors New York	$364M	+$91.3M	2	16.33%	Increased
232	Nuveen Charlotte, North Carolina	$364M	+$18.6M	9	2.36%	Increased
233	CCM Cantillon Capital Management New York	$358M	-$167M	1	9.35%	Reduced
234	SC Stralem & Co New York	$355M	-$15.5M	4	10.82%	Reduced
235	EA Euclid Advisors Hartford, Connecticut	$346M	+$269M	8	3.5%	Increased
236	Nisa Investment Advisors St. Louis, Missouri	$340M	-$16.1M	9	5.21%	Reduced
237	F&C Asset Management Edinburgh, Scotland, United Kingdom	$335M	+$41M	9	4.35%	Increased
238	Carmignac Gestion Paris, France	$335M	-$429M	1	2.53%	Reduced
239	Arizona State Retirement System Phoenix, Arizona	$334M	+$3.04M	8	4.27%	Increased
240	GGHC Gilder Gagnon Howe & Co New York	$329M	-$34.3M	3	5.13%	Reduced
241	TSU TD Securities (USA) New York	$327M	+$3.69M	8	6.23%	Increased
242	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$323M	-$10.2M	4	6.64%	Reduced
243	EP Edinburgh Partners Edinburgh, United Kingdom	$323M	-$79.9M	2	25.04%	Reduced
244	Mackenzie Financial Toronto Ontario, Ontario, Canada	$322M	-$12.9M	8	1.63%	Reduced
245	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$320M	-$27.8M	8	1.98%	Reduced
246	TGA Trilogy Global Advisors Winter Park, Florida	$317M	-$51.2M	3	6.83%	Reduced
247	USS Investment Management London, United Kingdom	$315M	$0	4	5.89%	Maintained
248	Fifth Third Bancorp Cincinnati, Ohio	$313M	-$3.32M	9	3.23%	Reduced
249	HCM Herndon Capital Management Atlanta, Georgia	$313M	+$22.6M	4	4.11%	Increased
250	Employees Retirement System of Texas Austin, Texas	$312M	-$40.1M	10	3.86%	Reduced