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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	Polar Capital London, United Kingdom	$362M	+$155M	6	7.7%	Increased
252	GTP Global Thematic Partners New York	$361M	+$127M	2	5.53%	Increased
253	Orbis Holdings Hamilton, Bermuda	$358M	-$118M	2	2.95%	Reduced
254	Sarasin & Partners London, United Kingdom	$351M	+$12.7M	3	4.92%	Increased
255	Stifel Financial St. Louis, Missouri	$348M	+$6.29M	10	3.13%	Increased
256	Employees Retirement System of Texas Austin, Texas	$348M	-$26.3M	10	4.47%	Reduced
257	H Hexavest Montreal, Quebec, Canada	$347M	+$7.45M	3	5.19%	Increased
258	Scharf Investments Los Gatos, California	$345M	+$22.6M	3	13.41%	Increased
259	Discovery Capital Management South Norwalk, Connecticut	$343M	-$239M	2	3.28%	Reduced
260	Aristotle Capital Management Los Angeles, California	$340M	+$25.4M	3	4.52%	Increased
261	Comerica Bank Dallas, Texas	$338M	-$147M	10	2.87%	Reduced
262	EP Edinburgh Partners Edinburgh, United Kingdom	$335M	-$26.1M	2	33.48%	Reduced
263	EA Euclid Advisors Hartford, Connecticut	$333M	-$86.1M	7	2.34%	Reduced
264	Tocqueville Asset Management New York	$322M	+$7.97M	10	3.13%	Increased
265	Gulf International Bank (UK) London, United Kingdom	$322M	+$2.12M	9	5.94%	Increased
266	Raymond James & Associates St Petersburg, Florida	$321M	+$28.7M	10	1.98%	Increased
267	Fjarde Ap-fonden Stockholm, Sweden	$318M	-$14.8M	9	6.32%	Reduced
268	CI Global Investments Oakland, California	$317M	+$78M	5	8.08%	Increased
269	Brandywine Global Investment Management Philadelphia, Pennsylvania	$315M	+$42.4M	3	2.46%	Increased
270	FI Focused Investors Los Angeles, California	$313M	-$1.62M	2	11.75%	Reduced
271	VVP Vulcan Value Partners Birmingham, Alabama	$312M	-$33.2M	2	4.62%	Reduced
272	Mackenzie Financial Toronto Ontario, Ontario, Canada	$304M	-$47.6M	6	1.41%	Reduced
273	CCI Columbus Circle Investors	$302M	-$200M	3	2.06%	Reduced
274	GH GAM Holding Zurich, Switzerland	$299M	-$22.4M	9	4.54%	Reduced
275	Mirae Asset Global Investments Seoul, South Korea	$298M	+$67.7M	7	6.63%	Increased