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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	$570M	-$447K	6	9.84%	Reduced
252	BRC Blue Ridge Capital New York	$566M	+$49.9M	2	6.71%	Increased
253	Rockefeller Financial Services New York	$564M	-$27.4M	8	11.77%	Reduced
254	Axiom Investors Greenwich, Connecticut	$553M	+$79.4M	5	15.5%	Increased
255	Sarasin & Partners London, United Kingdom	$547M	+$23.8M	5	8.57%	Increased
256	Scharf Investments Los Gatos, California	$526M	-$13.8M	2	12.22%	Reduced
257	Orbis Allan Gray Hamilton, Bermuda	$526M	+$111M	4	3.68%	Increased
258	Fifth Third Bancorp Cincinnati, Ohio	$525M	-$696K	13	4.35%	Reduced
259	Nisa Investment Advisors St. Louis, Missouri	$525M	+$3.88M	12	6.8%	Increased
260	Balyasny Asset Management Chicago, Illinois	$523M	-$7.39M	11	3.03%	Reduced
261	KBC Group Brussels, Belgium	$517M	+$56.6M	12	6.11%	Increased
262	IAM Iridian Asset Management Westport, Connecticut	$513M	-$57.9M	1	4.48%	Reduced
263	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$509M	-$357M	5	3.43%	Reduced
264	Natixis Advisors Boston, Massachusetts	$507M	+$16.8M	11	6.57%	Increased
265	Gulf International Bank (UK) London, United Kingdom	$507M	+$5.02M	11	8.21%	Increased
266	Mirae Asset Global Investments Seoul, South Korea	$503M	+$111M	8	10.4%	Increased
267	Comerica Bank Dallas, Texas	$503M	+$13.1M	11	4.31%	Increased
268	AC Alleghany Corporation New York	$502M	$0	2	18.09%	Maintained
269	M&T Bank Buffalo, New York	$485M	-$5.8M	13	3.09%	Reduced
270	Burgundy Asset Management Toronto, Ontario, Canada	$484M	+$6.13M	2	4.79%	Increased
271	PGGM Investments Zeist, Netherlands	$481M	-$100M	6	2.41%	Reduced
272	TPSF Texas Permanent School Fund Austin, Texas	$481M	-$26.4M	10	6.46%	Reduced
273	DekaBank Deutsche Girozentrale Frankfurt, Germany	$480M	-$155M	10	5.31%	Reduced
274	AWM Ashmore Wealth Management Wilmington, Delaware	$475M	-$301M	3	29.3%	Reduced
275	GH GAM Holding Zurich, Switzerland	$474M	-$66.6M	14	8.32%	Reduced