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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	Natixis Advisors Boston, Massachusetts	$533M	+$44.7M	11	6.41%	Increased
252	Two Sigma Investments New York	$532M	-$376M	14	2.04%	Reduced
253	Rockefeller Financial Services New York	$530M	-$31M	8	10.78%	Reduced
254	Nisa Investment Advisors St. Louis, Missouri	$529M	+$173K	12	6.43%	Increased
255	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$527M	+$8.15M	5	3.37%	Increased
256	Comerica Bank Dallas, Texas	$526M	+$4.99M	12	4.16%	Increased
257	Institutional Capital Chicago, Illinois	$523M	-$80.1M	3	7.75%	Reduced
258	Scharf Investments Los Gatos, California	$518M	-$22.6M	2	12.02%	Reduced
259	SIG Senator Investment Group New York	$513M	+$70.1M	2	7.79%	Increased
260	BRC Blue Ridge Capital New York	$513M	-$15.7M	2	6.46%	Reduced
261	DekaBank Deutsche Girozentrale Frankfurt, Germany	$510M	+$19.1M	10	5.42%	Increased
262	Burgundy Asset Management Toronto, Ontario, Canada	$510M	+$11.5M	2	4.82%	Increased
263	TCM Tybourne Capital Management Hong Kong	$508M	+$232M	2	24.65%	Increased
264	Gulf International Bank (UK) London, United Kingdom	$505M	+$2.18M	11	7.73%	Increased
265	Orbis Allan Gray Hamilton, Bermuda	$502M	-$55.8M	3	3.6%	Reduced
266	Axiom Investors Greenwich, Connecticut	$498M	-$14.3M	5	14.22%	Reduced
267	Farallon Capital Management San Francisco, California	$496M	+$158M	2	5.71%	Increased
268	Baird Financial Group Milwaukee, Wisconsin	$492M	+$7.92M	9	4.28%	Increased
269	Silver Lake Group Menlo Park, California	$491M	-$244M	1	13.28%	Reduced
270	M&T Bank Buffalo, New York	$489M	-$1.21M	12	3.04%	Reduced
271	AWM Ashmore Wealth Management Wilmington, Delaware	$483M	-$7.37M	3	28.45%	Reduced
272	PGGM Investments Zeist, Netherlands	$478M	-$23.7M	7	2.44%	Reduced
273	SG Americas Securities New York	$477M	+$316M	15	4%	Increased
274	Mirae Asset Global Investments Seoul, South Korea	$476M	+$37.8M	9	10.65%	Increased
275	Numeric Investors Boston, Massachusetts	$475M	+$216M	10	4.35%	Increased