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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	Baird Financial Group Milwaukee, Wisconsin	$689M	+$54M	12	4.68%	Increased
252	Commonwealth Equity Services Waltham, Massachusetts	$689M	+$58.4M	21	3.66%	Increased
253	CAM ClariVest Asset Management San Diego, California	$686M	-$46.8M	11	14.78%	Reduced
254	Nuveen Charlotte, North Carolina	$685M	-$9.96M	13	4.32%	Reduced
255	Sculptor Capital New York	$668M	+$196M	3	4.39%	Increased
256	M&T Bank Buffalo, New York	$663M	-$2.36M	15	3.8%	Reduced
257	MetLife Investment Management Whippany, New Jersey	$662M	-$16M	17	8.05%	Reduced
258	DFO Duquesne Family Office New York	$653M	-$94.3M	4	37.78%	Reduced
259	Soroban Capital Partners New York	$648M	-$34.2M	2	13.59%	Reduced
260	HighTower Advisors Chicago, Illinois	$647M	+$52.4M	17	4.97%	Increased
261	Mawer Investment Management Calgary, Alberta, Canada	$644M	+$40.9M	6	5.35%	Increased
262	Rockefeller Capital Management New York	$643M	+$53.6M	11	11.28%	Increased
263	Norinchukin Bank Tokyo, Japan	$637M	+$126M	10	8.91%	Increased
264	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$622M	-$69.8M	7	4.28%	Reduced
265	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$618M	+$23.3M	13	5.25%	Increased
266	Acadian Asset Management Boston, Massachusetts	$616M	-$193M	16	3.05%	Reduced
267	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$616M	+$41.8M	12	5.52%	Increased
268	Aristotle Capital Management Los Angeles, California	$604M	-$7.97M	1	4.08%	Reduced
269	Comerica Bank Dallas, Texas	$602M	-$9.99M	18	5.11%	Reduced
270	Guggenheim Capital Chicago, Illinois	$596M	-$152M	16	5.05%	Reduced
271	Thrive Capital Management (New York) New York	$593M	+$626M	1	99.01%	New
272	FAM Foxhaven Asset Management Charlottesville, Virginia	$591M	-$66.1M	3	31.68%	Reduced
273	Candriam SCA Strassen, Luxembourg, Luxembourg	$589M	+$10.7M	12	9.05%	Increased
274	Jacobs Levy Equity Management Florham Park, New Jersey	$586M	+$11.6M	10	10.3%	Increased
275	Suntrust Banks Atlanta, Georgia	$586M	+$18.3M	13	3.37%	Increased