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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	Harding Loevner Bridgewater, New Jersey	$1.12B	-$140M	5	7.31%	Reduced
252	CIBC Asset Management Toronto, Ontario, Canada	$1.11B	+$52M	16	4.89%	Increased
253	Boston Partners Boston, Massachusetts	$1.11B	-$560M	9	1.63%	Reduced
254	National Bank of Canada Montreal, Quebec, Canada	$1.11B	-$378M	28	5.94%	Reduced
255	Gateway Investment Advisers Cincinnati, Ohio	$1.09B	-$64M	10	13.57%	Reduced
256	CCM Cantillon Capital Management New York	$1.07B	+$28M	3	9.74%	Increased
257	Creative Planning Overland Park, Kansas	$1.07B	-$36.5M	26	1.84%	Reduced
258	Westfield Capital Management Boston, Massachusetts	$1.06B	-$13.2M	9	8.43%	Reduced
259	Two Sigma Investments New York	$1.05B	-$203M	24	3.56%	Reduced
260	Jacobs Levy Equity Management Florham Park, New Jersey	$1.04B	-$50.2M	13	8.25%	Reduced
261	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$1.03B	+$280K	17	13.42%	Increased
262	Fundsmith Investment Services Grande Riviere Noire, Mauritius	$1.03B	-$1.61M	3	17.78%	Reduced
263	Första AP-fonden Stockholm, Sweden	$999M	+$66.9M	14	12.22%	Increased
264	Scotia Capital Toronto, Ontario, Canada	$981M	+$33.5M	13	7.93%	Increased
265	Point72 Asset Management Stamford, Connecticut	$965M	+$667M	11	3.86%	Increased
266	B. Metzler seel. Sohn & Co Frankfurt, Germany	$961M	+$11.4M	16	17.45%	Increased
267	WCM Investment Management Laguna Beach, California	$950M	+$465M	4	3.41%	Increased
268	Bank of Nova Scotia Toronto, Ontario, Canada	$949M	-$900M	18	3.02%	Reduced
269	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$945M	+$66.8M	31	1.65%	Increased
270	Artemis Investment Management Edinburgh, United Kingdom	$942M	-$60.5M	8	10.75%	Reduced
271	Yacktman Asset Management Austin, Texas	$939M	+$167K	3	10.23%	Increased
272	TCW Group Los Angeles, California	$931M	+$11.4M	9	13.62%	Increased
273	Fjarde Ap-fonden Stockholm, Sweden	$928M	-$260M	14	11.68%	Reduced
274	PineBridge Investments New York	$925M	-$24.8M	17	11.94%	Reduced
275	CAPTRUST Financial Advisors Raleigh, North Carolina	$924M	+$145M	19	5.38%	Increased