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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	Burgundy Asset Management Toronto, Ontario, Canada	$476M	+$15.9M	2	5.21%	Increased
252	M&T Bank Buffalo, New York	$475M	-$6.58M	13	3.15%	Reduced
253	EPCM Eton Park Capital Management New York	$474M	-$154M	1	7.45%	Reduced
254	Appaloosa Management Miami Beach, Florida	$463M	+$304M	2	9.22%	Increased
255	PIA Piedmont Investment Advisors Durham, North Carolina	$462M	+$3.52M	8	9.75%	Increased
256	HCM Holland Capital Management Chicago, Illinois	$462M	-$14.4M	4	11.87%	Reduced
257	Scharf Investments Los Gatos, California	$458M	+$9.27M	3	10.92%	Increased
258	Los Angeles Capital Management Los Angeles, California	$455M	+$270M	8	4.16%	Increased
259	Nisa Investment Advisors St. Louis, Missouri	$451M	+$18.2M	11	6.45%	Increased
260	Arrowstreet Capital Boston, Massachusetts	$449M	+$243M	10	2.07%	Increased
261	AL AJO LP Philadelphia, Pennsylvania	$448M	+$35.4M	6	1.94%	Increased
262	Suntrust Banks Atlanta, Georgia	$445M	+$38.7M	10	2.74%	Increased
263	Gulf International Bank (UK) London, United Kingdom	$444M	+$27.6M	12	7.7%	Increased
264	Arizona State Retirement System Phoenix, Arizona	$443M	+$110M	11	5.9%	Increased
265	Employees Provident Fund Board Shah Alam, Malaysia	$443M	+$13.6M	4	15.16%	Increased
266	CIBC World Markets New York	$441M	+$239M	6	8.98%	Increased
267	TGA Trilogy Global Advisors Winter Park, Florida	$440M	-$70.1M	6	11.44%	Reduced
268	Aristotle Capital Management Los Angeles, California	$437M	+$5.29M	2	5.27%	Increased
269	Institutional Capital Chicago, Illinois	$437M	-$71.6M	1	3.78%	Reduced
270	Sustainable Growth Advisers Stamford, Connecticut	$436M	-$102M	4	9.16%	Reduced
271	Royal London Asset Management United Kingdom	$435M	-$82.3M	8	6.72%	Reduced
272	Marshall Wace London, United Kingdom	$427M	+$58.1M	12	4.01%	Increased
273	Tocqueville Asset Management New York	$427M	+$648K	9	5.79%	Increased
274	Virginia Retirement Systems Richmond, Virginia	$424M	+$15.9M	10	6.35%	Increased
275	Zurich Cantonal Bank Zurich, Switzerland	$421M	+$61.4M	13	5.33%	Increased