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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	Comerica Bank Dallas, Texas	$397M	+$45.5M	10	3.51%	Increased
252	NIMC NWQ Investment Management Company Los Angeles, California	$397M	-$80.2M	2	4.36%	Reduced
253	Nisa Investment Advisors St. Louis, Missouri	$395M	+$2.92M	9	5.53%	Increased
254	Scharf Investments Los Gatos, California	$390M	+$32.4M	3	13.78%	Increased
255	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$387M	+$2.68M	5	7.2%	Increased
256	DnB Asset Management Oslo, Norway	$387M	+$106M	7	8.51%	Increased
257	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$386M	+$3M	4	2.32%	Increased
258	Fifth Third Bancorp Cincinnati, Ohio	$386M	+$8.38M	11	3.52%	Increased
259	GGHC Gilder Gagnon Howe & Co New York	$385M	+$21.2M	4	5.6%	Increased
260	Suntrust Banks Atlanta, Georgia	$385M	-$34.6M	11	2.71%	Reduced
261	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$381M	+$5.35M	9	4.51%	Increased
262	Farallon Capital Management San Francisco, California	$381M	-$112M	3	6.11%	Reduced
263	Arizona State Retirement System Phoenix, Arizona	$380M	+$408K	8	4.72%	Increased
264	South Dakota Investment Council Sioux Falls, South Dakota	$376M	+$373M	6	7.63%	New
265	Federated Hermes Pittsburgh, Pennsylvania	$376M	+$111M	13	1.21%	Increased
266	Aristeia Capital Greenwich, Connecticut	$375M	+$389M	1	12.9%	New
267	TAM Tiverton Asset Management Wilimington, Delaware	$373M	-$19.1M	4	8.5%	Reduced
268	HCM Herndon Capital Management Atlanta, Georgia	$373M	-$15.8M	3	4.91%	Reduced
269	Polar Capital London, United Kingdom	$372M	+$3.61M	7	7.8%	Increased
270	GTP Global Thematic Partners New York	$372M	+$20.2M	2	5.62%	Increased
271	Stifel Financial St. Louis, Missouri	$369M	+$5.17M	11	3.24%	Increased
272	Aristotle Capital Management Los Angeles, California	$366M	+$15.5M	3	4.81%	Increased
273	H Hexavest Montreal, Quebec, Canada	$365M	+$648K	3	5.55%	Increased
274	DSM Capital Partners Palm Beach Gardens, Florida	$364M	+$150M	3	7.23%	Increased
275	Bessemer Group Woodbridge, New Jersey	$364M	+$73.9M	12	2.06%	Increased