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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	Federated Hermes Pittsburgh, Pennsylvania	$618M	-$19.7M	14	1.78%	Reduced
252	TPI Tesco Pension Investment London, United Kingdom	$614M	+$15.1M	4	18.09%	Increased
253	Mirae Asset Global Investments Seoul, South Korea	$613M	-$30.1M	11	10.65%	Reduced
254	Nisa Investment Advisors St. Louis, Missouri	$612M	+$6.45M	13	7.19%	Increased
255	Fiduciary Management Inc Milwaukee, Wisconsin	$610M	-$41.2M	2	3.66%	Reduced
256	Gulf International Bank (UK) London, United Kingdom	$610M	+$6.86M	12	8.66%	Increased
257	GH GAM Holding Zurich, Switzerland	$600M	+$55.6M	14	8.86%	Increased
258	CBT Capital Bank & Trust Irvine, California	$598M	+$596M	14	7.83%	New
259	Fiera Capital (Canada) Montreal, Quebec, Canada	$596M	+$60.7M	9	2.91%	Increased
260	Genesis Asset Managers Guernsey, Channel Islands, United Kingdom	$594M	-$10.9M	1	20.53%	Reduced
261	Burgundy Asset Management Toronto, Ontario, Canada	$593M	+$7.05M	2	5.63%	Increased
262	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$590M	-$14.2M	6	3.73%	Reduced
263	Rockefeller Financial Services New York	$585M	-$43.4M	9	11.62%	Reduced
264	Sustainable Growth Advisers Stamford, Connecticut	$578M	+$68.3M	2	8.45%	Increased
265	Sentry Investments Toronto, Ontario, Canada	$571M	-$114M	5	4.16%	Reduced
266	M&T Bank Buffalo, New York	$565M	-$7.35M	13	3.33%	Reduced
267	DFO Duquesne Family Office New York	$560M	+$264M	4	30.01%	Increased
268	Nuveen Charlotte, North Carolina	$557M	-$45.4M	12	3.57%	Reduced
269	SCM Suvretta Capital Management New York	$557M	+$135M	2	17.25%	Increased
270	Scharf Investments Los Gatos, California	$550M	-$35.6M	2	12.92%	Reduced
271	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$546M	-$19.2M	6	11.59%	Reduced
272	Banque Pictet & Cie Geneva 73, Switzerland	$538M	+$13M	9	12.79%	Increased
273	Maverick Capital Dallas, Texas	$534M	+$195M	5	6.7%	Increased
274	Mawer Investment Management Calgary, Alberta, Canada	$533M	+$14.8M	4	4.92%	Increased
275	Baird Financial Group Milwaukee, Wisconsin	$532M	-$30.7M	10	4.17%	Reduced