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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
251	Independent Franchise Partners London, United Kingdom	$310M	+$32.7M	1	5.25%	Increased
252	LCS Levin Capital Strategies New York	$308M	+$91.1M	5	5.25%	Increased
253	Orbis Holdings Hamilton, Bermuda	$307M	-$105M	1	2.3%	Reduced
254	DekaBank Deutsche Girozentrale Frankfurt, Germany	$306M	+$11.9M	10	5.38%	Increased
255	Alkeon Capital Management New York	$304M	-$167M	3	5.92%	Reduced
256	FC Fairpointe Capital Chicago, Illinois	$303M	-$15.6M	3	5.1%	Reduced
257	Victory Capital Management San Antonio, Texas	$295M	+$294M	6	2.11%	New
258	TAM Tiverton Asset Management Wilimington, Delaware	$294M	+$38M	4	7.1%	Increased
259	Fjarde Ap-fonden Stockholm, Sweden	$290M	-$20.6M	9	6.25%	Reduced
260	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$289M	-$5.84M	9	6.27%	Reduced
261	Brandes Investment Partners La Jolla, California	$289M	-$4.52M	3	3.72%	Reduced
262	Glenview Capital Management New York	$288M	+$81.9M	1	2.43%	Increased
263	H Hexavest Montreal, Quebec, Canada	$288M	+$25.2M	4	4.32%	Increased
264	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$286M	+$50.9M	4	1.67%	Increased
265	WestEnd Advisors Charlotte, North Carolina	$284M	-$5.24M	2	9.31%	Reduced
266	Maverick Capital Dallas, Texas	$283M	-$112M	2	3.84%	Reduced
267	Los Angeles Capital Management Los Angeles, California	$282M	+$18.5M	6	3.48%	Increased
268	MSA Mason Street Advisors Milwaukee, Wisconsin	$281M	-$88.6M	8	3.19%	Reduced
269	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$275M	+$4.69M	2	2.07%	Increased
270	MCM Mason Capital Management New York	$274M	-$110M	1	5.18%	Reduced
271	Mondrian Investment Partners London, United Kingdom	$273M	+$87.3M	3	4.02%	Increased
272	Eagle Asset Management St Petersburg, Florida	$272M	+$164M	5	1.35%	Increased
273	FI Focused Investors Los Angeles, California	$267M	+$22.2M	2	11.47%	Increased
274	Tocqueville Asset Management New York	$267M	+$25.1M	8	3.32%	Increased
275	Sarasin & Partners London, United Kingdom	$264M	-$297M	3	4.03%	Reduced