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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	Calamos Advisors Naperville, Illinois	$1.14B	-$351M	12	8.91%	Reduced
227	Gateway Investment Advisers Cincinnati, Ohio	$1.13B	-$81.3M	10	13.83%	Reduced
228	First Pacific Advisors El Segundo, California	$1.12B	-$169M	6	15.77%	Reduced
229	Westfield Capital Management Boston, Massachusetts	$1.09B	+$103M	8	9.56%	Increased
230	Commonwealth Equity Services Waltham, Massachusetts	$1.08B	+$70.4M	17	5.05%	Increased
231	Axiom Investors Greenwich, Connecticut	$1.08B	+$177M	5	27.35%	Increased
232	Two Sigma Advisers New York	$1.08B	-$43.4M	17	4.12%	Reduced
233	LSV Asset Management Chicago, Illinois	$1.07B	+$11.4M	9	2.59%	Increased
234	Banque Pictet & Cie Geneva 73, Switzerland	$1.07B	+$45.3M	10	22.01%	Increased
235	Berkshire Hathaway Omaha, Nebraska	$1.04B	-$7.74M	1	0.59%	Reduced
236	CIBC World Markets New York	$1.04B	-$455M	10	13.27%	Reduced
237	Burgundy Asset Management Toronto, Ontario, Canada	$1.02B	-$13.3M	3	13.85%	Reduced
238	Longview Partners St Peter Port, Guernsey	$1.02B	-$82.8M	1	5.46%	Reduced
239	SCM Steadfast Capital Management New York	$1B	-$64.5M	3	15.39%	Reduced
240	Nisa Investment Advisors St. Louis, Missouri	$993M	+$8.14M	18	11.06%	Increased
241	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$989M	+$15.9M	4	4.53%	Increased
242	Candriam SCA Strassen, Luxembourg, Luxembourg	$984M	-$2.43M	12	10.78%	Reduced
243	HighTower Advisors Chicago, Illinois	$977M	+$241M	15	6.33%	Increased
244	State of Michigan Retirement System Lansing, Michigan	$935M	-$69.8M	12	10.31%	Reduced
245	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$934M	+$39.4M	7	6.8%	Increased
246	Factory Mutual Insurance Waltham, Massachusetts	$924M	-$72.8M	6	17.54%	Reduced
247	GIM Genesis Investment Management London, United Kingdom	$917M	-$189M	2	34.27%	Reduced
248	Osaic Holdings Scottsdale, Arizona	$915M	+$1.01B	29	3.75%	New
249	Yacktman Asset Management Austin, Texas	$910M	-$75.1M	3	15.09%	Reduced
250	Marshall Wace North America New York	$906M	-$239M	13	6.86%	Reduced