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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	CCM Cantillon Capital Management New York	$591M	-$16.4M	2	9.96%	Reduced
227	DekaBank Deutsche Girozentrale Frankfurt, Germany	$583M	+$27.2M	12	6.63%	Increased
228	GGHC Gilder Gagnon Howe & Co New York	$577M	-$29.2M	7	11.47%	Reduced
229	William Blair & Company Chicago, Illinois	$563M	+$1.24M	9	5.25%	Increased
230	Factory Mutual Insurance Waltham, Massachusetts	$561M	+$28.5M	6	7.39%	Increased
231	PGGM Investments Zeist, Netherlands	$556M	+$8.6M	8	2.84%	Increased
232	Fayez Sarofim & Co Houston, Texas	$554M	+$33.9M	6	3.04%	Increased
233	Point72 Asset Management Stamford, Connecticut	$553M	+$202M	5	3.76%	Increased
234	Causeway Capital Management Los Angeles, California	$551M	+$21M	3	11.74%	Increased
235	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$551M	+$93.8M	6	10.96%	Increased
236	ProShare Advisors Bethesda, Maryland	$544M	-$20.7M	10	7.01%	Reduced
237	Rockefeller Financial Services New York	$543M	+$35.1M	8	10.86%	Increased
238	Fort Washington Investment Advisors Cincinnati, Ohio	$540M	+$409K	7	10.08%	Increased
239	Discovery Capital Management South Norwalk, Connecticut	$538M	-$342M	3	12.35%	Reduced
240	Thomaspartners Boston, Massachusetts	$530M	+$31M	3	6.95%	Increased
241	JP Morgan Private Wealth Advisors San Francisco, California	$528M	+$60.7M	13	5.13%	Increased
242	Nuveen Charlotte, North Carolina	$524M	-$48M	9	3.21%	Reduced
243	Scharf Investments Los Gatos, California	$522M	+$25.2M	3	11.74%	Increased
244	CI Investments Inc Toronto, Ontario, Canada	$500M	+$30.3M	5	5.69%	Increased
245	Polar Capital London, United Kingdom	$499M	-$23.1M	7	9.41%	Reduced
246	Zurich Cantonal Bank Zurich, Switzerland	$492M	+$62.2M	13	6.4%	Increased
247	Comerica Bank Dallas, Texas	$483M	-$12.8M	11	4.17%	Reduced
248	Findlay Park Partners London, United Kingdom	$479M	+$50.7M	1	5.48%	Increased
249	VFA Virtus Fund Advisers Hartford, Connecticut	$474M	+$34.4M	7	4.22%	Increased
250	Fifth Third Bancorp Cincinnati, Ohio	$473M	-$5.32M	12	4.02%	Reduced