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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	Candriam SCA Strassen, Luxembourg, Luxembourg	$1.45B	-$54.7M	14	10.31%	Reduced
252	Commerce Bank Kansas City, Missouri	$1.44B	+$2.78M	20	11.36%	Increased
253	CIBC Asset Management Toronto, Ontario, Canada	$1.44B	-$110M	17	5.96%	Reduced
254	Mairs & Power Inc St Paul, Minnesota	$1.44B	-$24.6M	5	16.87%	Reduced
255	Natixis Paris, France	$1.43B	+$222M	14	10.91%	Increased
256	Third Point New York	$1.42B	-$3.12M	3	21.47%	Reduced
257	Boston Partners Boston, Massachusetts	$1.41B	-$93.2M	7	1.96%	Reduced
258	Amalgamated Bank New York	$1.41B	-$56.9M	27	11.97%	Reduced
259	Wealth Enhancement Advisory Services Plymouth, Minnesota	$1.41B	+$1.32B	22	4.62%	Increased
260	CAPTRUST Financial Advisors Raleigh, North Carolina	$1.4B	+$164M	24	5.36%	Increased
261	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$1.4B	-$12.4M	15	15.67%	Reduced
262	Comerica Bank Dallas, Texas	$1.39B	+$1.44B	27	7.24%	New
263	Balyasny Asset Management Chicago, Illinois	$1.39B	-$4.58M	20	2.83%	Reduced
264	Wolverine Trading Chicago, Illinois	$1.35B	+$340M	24	1.39%	Increased
265	ESCM Echo Street Capital Management New York	$1.35B	+$186M	12	12.57%	Increased
266	Jacobs Levy Equity Management Florham Park, New Jersey	$1.32B	+$45.5M	15	7.83%	Increased
267	Scotia Capital Toronto, Ontario, Canada	$1.32B	+$2.53M	11	9.53%	Increased
268	Första AP-fonden Stockholm, Sweden	$1.32B	-$12M	14	14.7%	Reduced
269	B. Metzler seel. Sohn & Co Frankfurt, Germany	$1.32B	-$108M	14	19.85%	Reduced
270	Renaissance Technologies New York	$1.31B	-$225M	29	2.23%	Reduced
271	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$1.3B	-$100M	11	5.74%	Reduced
272	Westfield Capital Management Boston, Massachusetts	$1.3B	-$53.9M	8	8.86%	Reduced
273	VVP Vulcan Value Partners Birmingham, Alabama	$1.29B	-$325M	3	19.72%	Reduced
274	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.29B	+$37.8M	30	1.68%	Increased
275	UniSuper Management Melbourne, Victoria, Australia	$1.29B	+$62.8M	16	15.82%	Increased