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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	Soroban Capital Partners New York	$838M	+$24.8M	3	15.16%	Increased
252	GQG Partners Ft. Lauderdale, Florida	$829M	-$69.9M	4	10.29%	Reduced
253	Marshall Wace North America New York	$824M	+$9.53M	12	5.83%	Increased
254	CBT Capital Bank & Trust Irvine, California	$821M	+$7.98M	14	10.38%	Increased
255	TCW Group Los Angeles, California	$820M	-$36.7M	9	7.85%	Reduced
256	Fjarde Ap-fonden Stockholm, Sweden	$808M	+$151M	11	10.11%	Increased
257	Mawer Investment Management Calgary, Alberta, Canada	$798M	+$53.9M	6	5.68%	Increased
258	M&T Bank Buffalo, New York	$796M	+$19.1M	15	4.16%	Increased
259	Nuveen Charlotte, North Carolina	$781M	-$19.2M	12	4.17%	Reduced
260	Rockefeller Capital Management New York	$781M	+$32.1M	17	11.13%	Increased
261	HighTower Advisors Chicago, Illinois	$770M	+$8.48M	16	5.14%	Increased
262	MN Services Vermogensbeheer The Hague, Netherlands	$770M	+$3.77M	11	8.9%	Increased
263	Guggenheim Capital Chicago, Illinois	$766M	+$65.8M	17	6.24%	Increased
264	ING Group Amsterdam, Netherlands	$765M	-$60M	9	16.56%	Reduced
265	Thornburg Investment Management Santa Fe, New Mexico	$760M	+$84.5M	7	7.36%	Increased
266	CAM ClariVest Asset Management San Diego, California	$753M	-$46M	11	15.21%	Reduced
267	Norinchukin Bank Tokyo, Japan	$751M	+$8.96M	10	9.58%	Increased
268	Candriam SCA Strassen, Luxembourg, Luxembourg	$747M	+$34.1M	12	9.56%	Increased
269	Manning & Napier Group Fairport, New York	$744M	+$148M	6	8.15%	Increased
270	Aristotle Capital Management Los Angeles, California	$709M	+$7.23M	1	4.21%	Increased
271	Jupiter Investment Management London, United Kingdom	$706M	+$101M	10	6.51%	Increased
272	FAM Foxhaven Asset Management Charlottesville, Virginia	$706M	-$34.2M	3	35.56%	Reduced
273	TPI Tesco Pension Investment London, United Kingdom	$689M	+$30.2M	4	17.26%	Increased
274	Jacobs Levy Equity Management Florham Park, New Jersey	$683M	+$4.21M	10	9.86%	Increased
275	Suntrust Banks Atlanta, Georgia	$682M	+$362K	13	3.59%	Increased