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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	BWA Brave Warrior Advisors New York	$419M	+$2.41M	2	17.14%	Increased
227	KBC Group Brussels, Belgium	$418M	-$23.2M	11	6.32%	Reduced
228	MSA Mason Street Advisors Milwaukee, Wisconsin	$418M	+$92.1M	8	3.4%	Increased
229	Burgundy Asset Management Toronto, Ontario, Canada	$417M	+$112M	3	5.19%	Increased
230	GGHC Gilder Gagnon Howe & Co New York	$417M	-$1.59M	3	5.95%	Reduced
231	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$414M	+$40.2M	8	2.56%	Increased
232	ProShare Advisors Bethesda, Maryland	$411M	+$186M	10	6.12%	Increased
233	Diamond Hill Capital Management Columbus, Ohio	$409M	+$15.6M	2	3.73%	Increased
234	F&C Asset Management Edinburgh, Scotland, United Kingdom	$405M	+$11.6M	9	4.94%	Increased
235	Vontobel Asset Management New York	$402M	+$190M	3	4.66%	Increased
236	TSU TD Securities (USA) New York	$389M	+$10.1M	8	6.55%	Increased
237	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$388M	+$65.2M	4	2.18%	Increased
238	Nisa Investment Advisors St. Louis, Missouri	$386M	-$5.99M	10	5.51%	Reduced
239	SCM Scout Capital Management New York	$385M	-$131M	2	6.33%	Reduced
240	Nuveen Charlotte, North Carolina	$379M	-$36.8M	8	2.44%	Reduced
241	EA Euclid Advisors Hartford, Connecticut	$378M	-$22.6M	8	3.14%	Reduced
242	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$378M	-$135M	8	3.1%	Reduced
243	FC Fairpointe Capital Chicago, Illinois	$377M	+$50M	3	5.49%	Increased
244	Bessemer Group Woodbridge, New Jersey	$370M	-$76.9M	10	2.65%	Reduced
245	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$369M	-$61.4M	9	4.29%	Reduced
246	HCM Herndon Capital Management Atlanta, Georgia	$368M	+$30.3M	4	4.65%	Increased
247	SC Stralem & Co New York	$368M	-$32.9M	4	11.04%	Reduced
248	Independent Franchise Partners London, United Kingdom	$368M	+$18.7M	1	5.84%	Increased
249	Arizona State Retirement System Phoenix, Arizona	$366M	-$17.2M	8	4.5%	Reduced
250	TAM Tiverton Asset Management Wilimington, Delaware	$365M	+$18M	4	8.06%	Increased