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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	Nuveen Charlotte, North Carolina	$557M	+$34.3M	10	2.87%	Increased
227	DekaBank Deutsche Girozentrale Frankfurt, Germany	$556M	-$11.3M	12	6.37%	Reduced
228	PIM Platinum Investment Management Sydney Australia 2000, Australia	$556M	+$338M	4	12.25%	Increased
229	SCM Steadfast Capital Management New York	$552M	+$303M	2	10.56%	Increased
230	JP Jana Partners New York	$551M	+$117M	1	7.76%	Increased
231	HCM Hitchwood Capital Management New York	$548M	+$518M	3	14.57%	New
232	Fort Washington Investment Advisors Cincinnati, Ohio	$529M	+$31.8M	8	10.67%	Increased
233	PGGM Investments Zeist, Netherlands	$528M	-$108M	8	2.79%	Reduced
234	I.G. Investment Management Winnipeg, Manitoba, Canada	$527M	-$837K	9	2.25%	Reduced
235	William Blair & Company Chicago, Illinois	$527M	-$81.6M	10	4.95%	Reduced
236	Ninety One (UK) London, United Kingdom	$524M	+$112M	6	2.99%	Increased
237	Glenmede Trust Philadelphia, Pennsylvania	$520M	+$109M	13	3.55%	Increased
238	Causeway Capital Management Los Angeles, California	$519M	+$35.5M	3	10.98%	Increased
239	IVA International Value Advisers	$516M	-$28.6M	5	13.64%	Reduced
240	Sarasin & Partners London, United Kingdom	$515M	+$173M	6	8.55%	Increased
241	TPSF Texas Permanent School Fund Austin, Texas	$509M	+$5.66M	10	6.27%	Increased
242	Atalanta Sosnoff Capital New York	$504M	+$56.8M	6	14.98%	Increased
243	SSM Sound Shore Management Greenwich, Connecticut	$503M	-$51.1M	4	9.16%	Reduced
244	Findlay Park Partners London, United Kingdom	$501M	+$37.9M	2	5.69%	Increased
245	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$500M	-$94.8M	6	9.56%	Reduced
246	AEGON Asset Management (UK) Edinburgh, United Kingdom	$498M	+$194M	8	14.52%	Increased
247	Fifth Third Bancorp Cincinnati, Ohio	$492M	+$22M	13	4.32%	Increased
248	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$487M	-$12.2M	5	3.7%	Reduced
249	PC Passport Capital San Francisco, California	$483M	+$268M	5	8.03%	Increased
250	DnB Asset Management Oslo, Norway	$478M	+$75.7M	10	10.24%	Increased