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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	William Blair & Company Chicago, Illinois	$556M	+$47.3M	11	5.23%	Increased
227	Fayez Sarofim & Co Houston, Texas	$553M	+$137M	6	3.17%	Increased
228	Causeway Capital Management Los Angeles, California	$551M	+$21.4M	3	12.68%	Increased
229	Los Angeles Capital Management Los Angeles, California	$545M	+$85.3M	10	4.86%	Increased
230	SIG Senator Investment Group New York	$542M	+$378M	2	7.15%	Increased
231	AL AJO LP Philadelphia, Pennsylvania	$541M	+$88.7M	7	2.34%	Increased
232	Polar Capital London, United Kingdom	$540M	-$32.4M	7	10.15%	Reduced
233	Commerzbank Aktiengesellschaft Frankfurt, Germany	$539M	-$224M	13	4.52%	Reduced
234	Fort Washington Investment Advisors Cincinnati, Ohio	$536M	+$7.44M	8	10.4%	Increased
235	GGHC Gilder Gagnon Howe & Co New York	$535M	+$7.33M	7	10.51%	Increased
236	Factory Mutual Insurance Waltham, Massachusetts	$535M	+$195M	6	6.92%	Increased
237	HCM Hitchwood Capital Management New York	$533M	+$4.28M	3	14.44%	Increased
238	Rockefeller Financial Services New York	$530M	-$51.8M	9	10.28%	Reduced
239	Marsico Capital Management Denver, Colorado	$523M	-$270M	3	15.48%	Reduced
240	Scharf Investments Los Gatos, California	$515M	+$31.5M	3	11.98%	Increased
241	Thomaspartners Boston, Massachusetts	$512M	+$73.8M	3	7.37%	Increased
242	Marshall Wace London, United Kingdom	$511M	+$88.9M	11	4.92%	Increased
243	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$503M	-$191M	11	5.58%	Reduced
244	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$497M	-$7.91M	5	3.48%	Reduced
245	Renaissance Technologies New York	$496M	+$300M	12	0.94%	Increased
246	Fifth Third Bancorp Cincinnati, Ohio	$493M	+$2.16M	13	4.27%	Increased
247	TPSF Texas Permanent School Fund Austin, Texas	$492M	-$12.5M	10	6.21%	Reduced
248	IAM Iridian Asset Management Westport, Connecticut	$488M	+$108M	1	4.15%	Increased
249	CI Investments Inc Toronto, Ontario, Canada	$487M	+$81.2M	5	6.21%	Increased
250	USS Investment Management London, United Kingdom	$487M	+$15.8M	6	8.18%	Increased