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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	LSV Asset Management Chicago, Illinois	$756M	+$9.81M	9	1.35%	Increased
227	Thornburg Investment Management Santa Fe, New Mexico	$754M	+$67.4M	7	5.74%	Increased
228	Fayez Sarofim & Co Houston, Texas	$753M	+$51.3M	6	4.02%	Increased
229	USS Investment Management London, United Kingdom	$744M	-$52.2M	5	6.95%	Reduced
230	Fundsmith LLP London, United Kingdom	$739M	+$35.6M	1	7.75%	Increased
231	Sculptor Capital New York	$734M	-$477M	5	3.89%	Reduced
232	Fort Washington Investment Advisors Cincinnati, Ohio	$734M	-$13.1M	6	11.56%	Reduced
233	Nomura Asset Management Tokyo, Japan	$732M	+$88.3M	13	9.85%	Increased
234	Melvin Capital Management New York	$729M	+$389M	4	9.54%	Increased
235	Westfield Capital Management Boston, Massachusetts	$724M	-$64.8M	6	6.18%	Reduced
236	Factory Mutual Insurance Waltham, Massachusetts	$719M	-$16.6M	6	8.31%	Reduced
237	Victory Capital Management San Antonio, Texas	$716M	+$118M	13	1.68%	Increased
238	Axiom Investors Greenwich, Connecticut	$711M	+$66.4M	5	17.04%	Increased
239	ProShare Advisors Bethesda, Maryland	$702M	+$97.2M	12	7%	Increased
240	SAM Southeastern Asset Management Memphis, Tennessee	$697M	-$151M	1	7.65%	Reduced
241	Bank of Nova Scotia Toronto, Ontario, Canada	$695M	-$12M	12	3.65%	Reduced
242	GGHC Gilder Gagnon Howe & Co New York	$668M	-$50.8M	6	9.88%	Reduced
243	SSM Sound Shore Management Greenwich, Connecticut	$665M	-$132M	4	10.89%	Reduced
244	Polar Capital London, United Kingdom	$659M	-$21.9M	6	8.87%	Reduced
245	Point72 Asset Management Stamford, Connecticut	$659M	+$344M	9	3.7%	Increased
246	JP Morgan Private Wealth Advisors San Francisco, California	$652M	-$33.1M	16	4.95%	Reduced
247	Comerica Bank Dallas, Texas	$635M	+$17.2M	13	4.75%	Increased
248	CCM Cantillon Capital Management New York	$634M	-$27M	2	7.92%	Reduced
249	Fifth Third Bancorp Cincinnati, Ohio	$633M	-$3.12M	14	4.66%	Reduced
250	AC Alleghany Corporation New York	$618M	$0	3	22.91%	Maintained