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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	BHG Blue Harbour Group Greenwich, Connecticut	$389M	+$24.7M	1	11.75%	Increased
252	Maverick Capital Dallas, Texas	$387M	-$517K	2	6.23%	Reduced
253	Natixis Paris, France	$387M	+$129M	7	5.32%	Increased
254	GTP Global Thematic Partners New York	$385M	-$98.7M	2	5.77%	Reduced
255	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$385M	-$24M	5	6.74%	Reduced
256	GH GAM Holding Zurich, Switzerland	$380M	+$28.3M	10	5.69%	Increased
257	Sustainable Growth Advisers Stamford, Connecticut	$380M	-$15.2M	3	8.74%	Reduced
258	Soros Fund Management New York	$377M	+$11.3M	2	3.71%	Increased
259	M&T Bank Buffalo, New York	$377M	-$1.4M	11	2.35%	Reduced
260	Aristotle Capital Management Los Angeles, California	$377M	+$9.45M	3	4.68%	Increased
261	Bessemer Group Woodbridge, New Jersey	$374M	-$18.7M	10	1.89%	Reduced
262	Factory Mutual Insurance Waltham, Massachusetts	$373M	-$15.2M	5	4.91%	Reduced
263	John W. Bristol & Co New York	$370M	-$39.1M	3	7.4%	Reduced
264	Nisa Investment Advisors St. Louis, Missouri	$368M	-$836K	9	5.07%	Reduced
265	Comerica Bank Dallas, Texas	$367M	-$382M	10	3.11%	Reduced
266	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$366M	+$52.1M	7	5.29%	Increased
267	Fayez Sarofim & Co Houston, Texas	$364M	-$2.98M	5	1.79%	Reduced
268	South Dakota Investment Council Sioux Falls, South Dakota	$362M	+$14.9M	6	6.92%	Increased
269	Aperio Group Sausalito, California	$360M	+$38.4M	10	4.03%	Increased
270	Fifth Third Bancorp Cincinnati, Ohio	$356M	-$10.1M	10	3.08%	Reduced
271	Thomaspartners Boston, Massachusetts	$355M	+$30M	3	5.77%	Increased
272	I.G. Investment Management Winnipeg, Manitoba, Canada	$353M	+$14.4M	9	1.34%	Increased
273	KBC Group Brussels, Belgium	$353M	-$148M	10	4.51%	Reduced
274	Scharf Investments Los Gatos, California	$352M	+$58.7M	3	9.76%	Increased
275	Suntrust Banks Atlanta, Georgia	$348M	+$21.5M	8	2.23%	Increased