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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	Glenmede Trust Philadelphia, Pennsylvania	$1.56B	-$32.9M	16	8.06%	Reduced
252	Fjarde Ap-fonden Stockholm, Sweden	$1.55B	-$1.04M	14	14.32%	Reduced
253	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$1.53B	+$48.1M	2	34.13%	Increased
254	Troy Asset Management London, United Kingdom	$1.51B	-$44M	2	28.59%	Reduced
255	Commerce Bank Kansas City, Missouri	$1.51B	+$33.4M	17	10.67%	Increased
256	Epoch Investment Partners New York	$1.5B	+$134M	8	8.31%	Increased
257	USS Investment Management London, United Kingdom	$1.49B	-$601M	15	12.6%	Reduced
258	M&T Bank Buffalo, New York	$1.49B	-$2.4M	17	6.69%	Reduced
259	CCM Cantillon Capital Management New York	$1.47B	-$25.4M	3	10.03%	Reduced
260	Rathbones Group Liverpool, United Kingdom	$1.46B	+$21M	9	15.75%	Increased
261	Gateway Investment Advisers Cincinnati, Ohio	$1.46B	-$21M	9	15.27%	Reduced
262	BAMCO Inc New York	$1.43B	-$9.7M	9	3.25%	Reduced
263	Carmignac Gestion Paris, France	$1.43B	+$55.7M	7	17.9%	Increased
264	PGGM Investments Zeist, Netherlands	$1.35B	+$31.5M	9	6.99%	Increased
265	Yacktman Asset Management Austin, Texas	$1.35B	-$25.1M	3	12.98%	Reduced
266	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$1.34B	+$12.9M	16	13.28%	Increased
267	Sarasin & Partners London, United Kingdom	$1.34B	+$46.4M	5	13.49%	Increased
268	Guggenheim Capital Chicago, Illinois	$1.33B	+$39.4M	18	8.01%	Increased
269	British Columbia Investment Management Victoria, British Columbia, Canada	$1.33B	+$182M	15	7.82%	Increased
270	TCW Group Los Angeles, California	$1.32B	-$12.6M	9	3.41%	Reduced
271	Altshuler Shaham Tel Aviv, Israel	$1.32B	-$2.23B	10	9.64%	Reduced
272	Menora Mivtachim Holdings Ramat Gan, Israel	$1.31B	+$82.1M	4	19.1%	Increased
273	Parallax Volatility Advisers San Francisco, California	$1.29B	+$78.4M	15	0.98%	Increased
274	Första AP-fonden Stockholm, Sweden	$1.29B	+$58.4M	14	14.64%	Increased
275	B. Metzler seel. Sohn & Co Frankfurt, Germany	$1.29B	-$20.6M	15	18.7%	Reduced