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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	RIM Rainier Investment Management Seattle, Washington	$352M	-$54.6M	3	4.2%	Reduced
252	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$351M	-$12.5M	9	4.14%	Reduced
253	TGA Trilogy Global Advisors Winter Park, Florida	$351M	-$8.11M	3	7.03%	Reduced
254	Mackenzie Financial Toronto Ontario, Ontario, Canada	$351M	+$23.9M	6	1.72%	Increased
255	EP Edinburgh Partners Edinburgh, United Kingdom	$349M	-$14M	2	29.76%	Reduced
256	VVP Vulcan Value Partners Birmingham, Alabama	$348M	+$49.7M	1	6.16%	Increased
257	DekaBank Deutsche Girozentrale Frankfurt, Germany	$348M	-$5.55M	9	5.52%	Reduced
258	Mondrian Investment Partners London, United Kingdom	$342M	-$17.9M	3	5.02%	Reduced
259	Stifel Financial St. Louis, Missouri	$341M	+$331M	10	3.26%	New
260	H Hexavest Montreal, Quebec, Canada	$340M	-$7.23M	3	5.3%	Reduced
261	Alkeon Capital Management New York	$336M	+$1.91M	2	5.66%	Increased
262	Fjarde Ap-fonden Stockholm, Sweden	$333M	+$16.5M	9	6.62%	Increased
263	Sustainable Growth Advisers Stamford, Connecticut	$330M	+$122M	2	6.94%	Increased
264	Scharf Investments Los Gatos, California	$328M	+$13.5M	3	14.57%	Increased
265	HCM Highfields Capital Management Boston, Massachusetts	$326M	-$313M	1	2.73%	Reduced
266	Sarasin & Partners London, United Kingdom	$325M	-$5.93M	3	4.63%	Reduced
267	GH GAM Holding Zurich, Switzerland	$325M	+$35M	10	5.21%	Increased
268	FI Focused Investors Los Angeles, California	$321M	+$5.97M	2	12.7%	Increased
269	Gulf International Bank (UK) London, United Kingdom	$320M	+$5.07M	9	6.24%	Increased
270	Aristotle Capital Management Los Angeles, California	$314M	+$55.3M	3	4.55%	Increased
271	Nuveen Charlotte, North Carolina	$313M	-$11.5M	9	1.88%	Reduced
272	Generation Investment Management London, United Kingdom	$311M	+$119M	2	5.57%	Increased
273	FC Fairpointe Capital Chicago, Illinois	$311M	-$99.9M	3	4.22%	Reduced
274	Tocqueville Asset Management New York	$310M	-$10.2M	10	4.09%	Reduced
275	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$309M	-$8.8M	9	6.51%	Reduced