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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	Thornburg Investment Management Santa Fe, New Mexico	$571M	+$175M	6	4.64%	Increased
252	ProShare Advisors Bethesda, Maryland	$569M	-$15.9M	10	5.95%	Reduced
253	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$567M	-$5.62M	6	3.59%	Reduced
254	Comerica Bank Dallas, Texas	$567M	+$788K	13	4.3%	Increased
255	Gulf International Bank (UK) London, United Kingdom	$564M	+$9.03M	11	8.24%	Increased
256	Hermes Investment Management London Uk, United Kingdom	$557M	+$132M	5	9.01%	Increased
257	M&T Bank Buffalo, New York	$545M	+$12.4M	12	3.29%	Increased
258	Egerton Capital (UK) London, United Kingdom	$542M	-$300M	2	5.87%	Reduced
259	Axiom Investors Greenwich, Connecticut	$541M	-$23.4M	5	13.87%	Reduced
260	Scharf Investments Los Gatos, California	$541M	-$32.2M	2	12.94%	Reduced
261	Burgundy Asset Management Toronto, Ontario, Canada	$540M	-$23.3M	2	5.26%	Reduced
262	TPI Tesco Pension Investment London, United Kingdom	$538M	+$15.6M	4	17.77%	Increased
263	Baird Financial Group Milwaukee, Wisconsin	$537M	+$11.1M	9	4.34%	Increased
264	Glenview Capital Management New York	$537M	-$110M	1	3.56%	Reduced
265	Mirae Asset Global Investments Seoul, South Korea	$533M	-$28.9M	11	9.96%	Reduced
266	Third Point New York	$528M	+$164M	2	5.15%	Increased
267	AWM Ashmore Wealth Management Wilmington, Delaware	$520M	+$662K	3	28.06%	Increased
268	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$519M	+$38.4M	6	11.16%	Increased
269	HCM Highfields Capital Management Boston, Massachusetts	$514M	-$181M	2	4.77%	Reduced
270	TPSF Texas Permanent School Fund Austin, Texas	$498M	-$13.2M	10	6.5%	Reduced
271	KCM Kensico Capital Management Greenwich, Connecticut	$498M	+$6.31M	1	8.27%	Increased
272	Farallon Capital Management San Francisco, California	$493M	-$36.3M	2	5.41%	Reduced
273	CCI Columbus Circle Investors	$491M	-$165M	4	6.91%	Reduced
274	GH GAM Holding Zurich, Switzerland	$490M	+$2.44M	13	7.75%	Increased
275	Natixis Paris, France	$490M	-$110M	9	6.11%	Reduced