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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	Nisa Investment Advisors St. Louis, Missouri	$468M	+$19.9M	12	6.29%	Increased
252	GH GAM Holding Zurich, Switzerland	$465M	+$55.8M	12	7.21%	Increased
253	IAM Iridian Asset Management Westport, Connecticut	$461M	-$39.6M	1	4.27%	Reduced
254	Burgundy Asset Management Toronto, Ontario, Canada	$461M	+$22.5M	2	4.6%	Increased
255	IVA International Value Advisers	$459M	-$9.36M	4	13.61%	Reduced
256	Balyasny Asset Management Chicago, Illinois	$456M	+$287M	9	2.95%	Increased
257	TPSF Texas Permanent School Fund Austin, Texas	$455M	-$30.8M	10	6.04%	Reduced
258	Fundsmith LLP London, United Kingdom	$453M	+$51.7M	2	7.18%	Increased
259	DnB Asset Management Oslo, Norway	$452M	+$31M	10	9.59%	Increased
260	Sarasin & Partners London, United Kingdom	$451M	-$41M	5	7.49%	Reduced
261	M&T Bank Buffalo, New York	$446M	-$5.59M	13	3%	Reduced
262	Gulf International Bank (UK) London, United Kingdom	$445M	+$7.71M	11	7.48%	Increased
263	USS Investment Management London, United Kingdom	$442M	+$7.92M	5	7.7%	Increased
264	AC Alleghany Corporation New York	$442M	$0	2	16.95%	Maintained
265	BRC Blue Ridge Capital New York	$442M	+$74.7M	2	5.7%	Increased
266	PIA Piedmont Investment Advisors Durham, North Carolina	$440M	-$451K	11	9.05%	Reduced
267	Appaloosa LP Short Hills, New Jersey	$436M	+$21.2M	1	11.46%	Increased
268	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$434M	+$338M	5	3.02%	Increased
269	Natixis Advisors Boston, Massachusetts	$432M	+$22.9M	11	5.97%	Increased
270	Marshall Wace London, United Kingdom	$430M	-$74.3M	9	3.62%	Reduced
271	Royal London Asset Management United Kingdom	$429M	+$188M	8	7%	Increased
272	Suntrust Banks Atlanta, Georgia	$425M	+$1.01M	9	2.6%	Increased
273	Susquehanna International Group Bala Cynwyd, Pennsylvania	$418M	-$1.5B	14	0.22%	Reduced
274	Baird Financial Group Milwaukee, Wisconsin	$416M	+$17.9M	9	3.82%	Increased
275	Nomura Asset Management Tokyo, Japan	$413M	+$34.7M	13	7.73%	Increased