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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	State of Michigan Retirement System Lansing, Michigan	$855M	-$192M	12	7.67%	Reduced
227	Diamond Hill Capital Management Columbus, Ohio	$851M	-$7.54M	4	4.99%	Reduced
228	Fifth Third Bancorp Cincinnati, Ohio	$849M	-$19.2M	17	6.17%	Reduced
229	Envestnet Asset Management Chicago, Illinois	$846M	+$802M	16	1.31%	Increased
230	Natixis Advisors Boston, Massachusetts	$838M	-$35.7M	12	8.27%	Reduced
231	Teacher Retirement System of Texas Austin, Texas	$802M	-$177M	11	7.49%	Reduced
232	Nisa Investment Advisors St. Louis, Missouri	$798M	-$36.8M	14	8.89%	Reduced
233	Burgundy Asset Management Toronto, Ontario, Canada	$795M	+$37.4M	3	8.49%	Increased
234	KBC Group Brussels, Belgium	$791M	-$248M	14	8.8%	Reduced
235	GQG Partners Ft. Lauderdale, Florida	$790M	-$19.4M	3	12.17%	Reduced
236	Banque Pictet & Cie Geneva 73, Switzerland	$786M	+$1.39M	8	16.04%	Increased
237	Causeway Capital Management Los Angeles, California	$766M	+$15.3M	3	9.12%	Increased
238	Point72 Asset Management Stamford, Connecticut	$757M	+$136M	13	3.7%	Increased
239	GGHC Gilder Gagnon Howe & Co New York	$747M	-$37.7M	7	10.58%	Reduced
240	Pendal Group Sydney, Australia	$736M	-$260M	11	11.75%	Reduced
241	Victory Capital Management San Antonio, Texas	$734M	+$114M	16	1.84%	Increased
242	TCW Group Los Angeles, California	$733M	-$18.4M	7	7.58%	Reduced
243	LPL Financial San Diego, California	$726M	+$47.1M	20	1.93%	Increased
244	ING Group Amsterdam, Netherlands	$710M	+$50M	9	15.38%	Increased
245	AC Alleghany Corporation New York	$709M	-$105M	3	25.19%	Reduced
246	CBT Capital Bank & Trust Irvine, California	$705M	+$13M	13	10.26%	Increased
247	AL AJO LP Philadelphia, Pennsylvania	$705M	-$33.3M	9	3.95%	Reduced
248	Marshall Wace North America New York	$703M	-$170M	11	6.8%	Reduced
249	Genesis Asset Managers Guernsey, Channel Islands, United Kingdom	$700M	+$90.6M	2	24.85%	Increased
250	MUFG Securities EMEA London, United Kingdom	$698M	+$319M	9	7.06%	Increased