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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	Factory Mutual Insurance Waltham, Massachusetts	$680M	-$17.1M	6	8.05%	Reduced
227	Fundsmith LLP London, United Kingdom	$672M	-$10.6K	1	7.81%	Reduced
228	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$671M	+$127M	1	82.2%	Increased
229	Fayez Sarofim & Co Houston, Texas	$666M	+$19.7M	6	3.63%	Increased
230	Carmignac Gestion Paris, France	$655M	-$153M	2	5.02%	Reduced
231	GGHC Gilder Gagnon Howe & Co New York	$651M	-$34.8M	8	10.99%	Reduced
232	DekaBank Deutsche Girozentrale Frankfurt, Germany	$649M	+$68.9M	9	5.94%	Increased
233	Bank of Nova Scotia Toronto, Ontario, Canada	$645M	+$352M	11	2.75%	Increased
234	JP Morgan Private Wealth Advisors San Francisco, California	$644M	+$18.9M	14	4.99%	Increased
235	Sentry Investments Toronto, Ontario, Canada	$629M	-$64.4M	4	4.35%	Reduced
236	Polar Capital London, United Kingdom	$617M	-$27.1M	7	9.24%	Reduced
237	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$606M	-$55.3M	12	5.48%	Reduced
238	CCM Cantillon Capital Management New York	$603M	-$38.1M	2	7.71%	Reduced
239	Fiduciary Management Inc Milwaukee, Wisconsin	$602M	+$1.32M	2	3.49%	Increased
240	Fifth Third Bancorp Cincinnati, Ohio	$599M	+$6.02M	13	4.53%	Increased
241	Numeric Investors Boston, Massachusetts	$597M	+$67.9M	10	5.42%	Increased
242	Federated Hermes Pittsburgh, Pennsylvania	$581M	-$36.3M	12	1.66%	Reduced
243	Nomura Asset Management Tokyo, Japan	$580M	+$125M	11	8.17%	Increased
244	BRC Blue Ridge Capital New York	$580M	+$754K	2	7.54%	Increased
245	CIBC World Market Toronto, Ontario, Canada	$579M	-$22.8M	10	1.86%	Reduced
246	Rockefeller Financial Services New York	$579M	-$8.26M	8	11.56%	Reduced
247	Victory Capital Management San Antonio, Texas	$576M	-$56.3M	13	1.37%	Reduced
248	Nisa Investment Advisors St. Louis, Missouri	$574M	-$1.34M	12	6.82%	Reduced
249	AC Alleghany Corporation New York	$573M	+$100M	3	28.57%	Increased
250	Nuveen Charlotte, North Carolina	$573M	-$142M	12	3.41%	Reduced