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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	Longview Partners St Peter Port, Guernsey	$1.02B	-$2.02M	1	5.38%	Reduced
227	Pzena Investment Management New York	$1.02B	-$95M	3	5.55%	Reduced
228	Natixis Advisors Boston, Massachusetts	$1.01B	+$18.5M	12	8.87%	Increased
229	Glenmede Trust Philadelphia, Pennsylvania	$1B	-$71.8M	20	4.54%	Reduced
230	Findlay Park Partners London, United Kingdom	$994M	-$129M	2	9.13%	Reduced
231	Arrowstreet Capital Boston, Massachusetts	$988M	-$814M	16	2.34%	Reduced
232	British Columbia Investment Management Victoria, British Columbia, Canada	$963M	-$162M	12	8.57%	Reduced
233	Diamond Hill Capital Management Columbus, Ohio	$948M	-$21.7M	3	5.21%	Reduced
234	MG Meritage Group San Francisco, California	$947M	-$54.9M	4	20.11%	Reduced
235	GGHC Gilder Gagnon Howe & Co New York	$945M	-$15.6M	8	10.09%	Reduced
236	Gates Foundation Trust Kirkland, Washington	$944M	-$873M	1	4.52%	Reduced
237	Genesis Asset Managers Guernsey, Channel Islands, United Kingdom	$943M	+$21.2M	2	27.11%	Increased
238	Nisa Investment Advisors St. Louis, Missouri	$940M	+$9.99M	15	9.15%	Increased
239	LPL Financial San Diego, California	$928M	+$67.7M	21	2.11%	Increased
240	Pendal Group Sydney, Australia	$922M	-$43.9M	11	12.67%	Reduced
241	CIBC World Markets New York	$899M	-$159M	11	7.35%	Reduced
242	Victory Capital Management San Antonio, Texas	$894M	+$1.52M	17	2.03%	Increased
243	Burgundy Asset Management Toronto, Ontario, Canada	$875M	-$50M	3	9%	Reduced
244	Axiom Investors Greenwich, Connecticut	$872M	+$145M	5	26.77%	Increased
245	Baird Financial Group Milwaukee, Wisconsin	$866M	+$58.4M	14	5.07%	Increased
246	Berkshire Hathaway Omaha, Nebraska	$861M	+$804M	1	0.43%	New
247	Causeway Capital Management Los Angeles, California	$855M	-$78.7M	3	8.63%	Reduced
248	AL AJO LP Philadelphia, Pennsylvania	$854M	+$33.3M	10	4.41%	Increased
249	Point72 Asset Management Stamford, Connecticut	$839M	-$61.5M	12	3.81%	Reduced
250	Commonwealth Equity Services Waltham, Massachusetts	$839M	+$25.3M	20	3.87%	Increased