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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
276	Tocqueville Asset Management New York	$312M	-$831K	10	4.19%	Reduced
277	CCM Cornerstone Capital Management Edina, Minnesota	$312M	-$18.8M	2	9.25%	Reduced
278	Fjarde Ap-fonden Stockholm, Sweden	$311M	-$22.5M	9	6.48%	Reduced
279	Polar Capital London, United Kingdom	$309M	+$10.9M	9	7.35%	Increased
280	Gulf International Bank (UK) London, United Kingdom	$309M	+$288M	9	6.14%	New
281	Capital International Inc Los Angeles, California	$305M	+$3.09M	4	13.12%	Increased
282	FI Focused Investors Los Angeles, California	$296M	+$10.3M	2	11.63%	Increased
283	Scharf Investments Los Gatos, California	$294M	+$86.1M	3	13.17%	Increased
284	CC Carlson Capital Dallas, Texas	$294M	+$34.8M	5	3.33%	Increased
285	Virginia Retirement Systems Richmond, Virginia	$291M	+$29M	7	5.82%	Increased
286	Brandes Investment Partners La Jolla, California	$290M	-$34.2M	3	3.58%	Reduced
287	GTP Global Thematic Partners New York	$288M	+$36.8M	1	4.47%	Increased
288	ExxonMobil Investment Management Irving, Texas	$287M	-$6.17M	8	6.67%	Reduced
289	Victory Capital Management San Antonio, Texas	$286M	-$81.6M	3	2.02%	Reduced
290	GH GAM Holding Zurich, Switzerland	$283M	+$16.2M	9	4.93%	Increased
291	LCS Levin Capital Strategies New York	$282M	-$63.4M	6	4.54%	Reduced
292	WP Wedgewood Partners St Louis, Missouri	$278M	+$10.8M	1	5.78%	Increased
293	ACM Andor Capital Management Rye Brook, New York	$276M	+$8.99M	2	15.15%	Increased
294	VVP Vulcan Value Partners Birmingham, Alabama	$276M	+$46.9M	1	5.78%	Increased
295	Fiera Capital (Canada) Montreal, Quebec, Canada	$275M	+$143M	6	2.28%	Increased
296	DnB Asset Management Oslo, Norway	$274M	-$8.84M	5	6.44%	Reduced
297	Mirae Asset Global Investments Seoul, South Korea	$271M	+$20.8M	9	11.39%	Increased
298	ARC Absolute Return Capital Boston, Massachusetts	$268M	+$197M	5	2.95%	Increased
299	Mawer Investment Management Calgary, Alberta, Canada	$267M	+$15.8M	3	3.9%	Increased
300	Zevenbergen Capital Investments Edmonds, Washington	$266M	-$26.3M	2	9.16%	Reduced