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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	Burgundy Asset Management Toronto, Ontario, Canada	$418M	-$32.6M	3	4.94%	Reduced
227	CCMH Cornerstone Capital Management Holdings New York	$414M	+$697K	8	4.55%	Increased
228	Victory Capital Management San Antonio, Texas	$412M	+$43M	6	2.79%	Increased
229	SSM Sound Shore Management Greenwich, Connecticut	$412M	+$9.14M	4	6.67%	Increased
230	Sustainable Growth Advisers Stamford, Connecticut	$409M	+$73.6M	2	8.79%	Increased
231	Fayez Sarofim & Co Houston, Texas	$405M	-$14.5M	5	1.85%	Reduced
232	TGA Trilogy Global Advisors Winter Park, Florida	$405M	+$42.8M	3	7.72%	Increased
233	DekaBank Deutsche Girozentrale Frankfurt, Germany	$405M	+$50.6M	10	6.08%	Increased
234	Suntrust Banks Atlanta, Georgia	$403M	-$334M	10	2.8%	Reduced
235	MSA Mason Street Advisors Milwaukee, Wisconsin	$398M	-$14.4M	8	3.08%	Reduced
236	Thornburg Investment Management Santa Fe, New Mexico	$397M	-$164M	4	1.58%	Reduced
237	TSU TD Securities (USA) New York	$386M	+$20.8M	8	6.21%	Increased
238	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$386M	+$5.39M	8	3.08%	Increased
239	USS Investment Management London, United Kingdom	$382M	+$8.72M	3	6.57%	Increased
240	TAM Tiverton Asset Management Wilimington, Delaware	$382M	-$141K	4	8.56%	Reduced
241	Nuveen Charlotte, North Carolina	$382M	+$7.55M	9	2.32%	Increased
242	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$380M	-$77.7M	4	2.13%	Reduced
243	Nisa Investment Advisors St. Louis, Missouri	$379M	-$13.2M	9	5.26%	Reduced
244	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$368M	+$13.9M	9	4.28%	Increased
245	Fifth Third Bancorp Cincinnati, Ohio	$366M	+$5.48M	10	3.31%	Increased
246	GGHC Gilder Gagnon Howe & Co New York	$365M	-$22.5M	3	4.84%	Reduced
247	Arizona State Retirement System Phoenix, Arizona	$364M	+$1.02M	8	4.4%	Increased
248	HCM Herndon Capital Management Atlanta, Georgia	$363M	-$15.3M	4	4.56%	Reduced
249	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$362M	+$16.3M	4	6.77%	Increased
250	Mondrian Investment Partners London, United Kingdom	$362M	+$27.7M	3	5.09%	Increased