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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	CG Cutler Group San Francisco, California	$560M	+$326M	21	21%	Increased
277	Sustainable Growth Advisers Stamford, Connecticut	$554M	-$37.7M	2	7.57%	Reduced
278	MG Meritage Group San Francisco, California	$553M	+$71M	3	10.03%	Increased
279	Baird Financial Group Milwaukee, Wisconsin	$551M	-$496K	11	4.15%	Reduced
280	Thornburg Investment Management Santa Fe, New Mexico	$551M	-$311M	7	3.93%	Reduced
281	CI Global Investments Oakland, California	$548M	+$61.5M	4	9.7%	Increased
282	Scharf Investments Los Gatos, California	$547M	-$13.4M	2	13.27%	Reduced
283	Marshall Wace North America New York	$547M	+$32.2M	13	3.46%	Increased
284	Raymond James Financial Services Advisors St. Petersburg, Florida	$544M	+$25.2M	15	3.48%	Increased
285	Sachem Head Capital Management New York	$540M	+$75.9M	2	25.65%	Increased
286	Jupiter Investment Management London, United Kingdom	$528M	-$25.5M	8	5.52%	Reduced
287	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$523M	+$90M	12	2.25%	Increased
288	TPSF Texas Permanent School Fund Austin, Texas	$523M	-$7.28M	11	6.71%	Reduced
289	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$523M	+$7.91M	11	4.74%	Increased
290	AWM Ashmore Wealth Management Wilmington, Delaware	$523M	-$21.1M	3	28.24%	Reduced
291	Employees Provident Fund Board Shah Alam, Malaysia	$519M	+$52.6M	5	14.75%	Increased
292	KCM Kensico Capital Management Greenwich, Connecticut	$517M	-$52.5M	1	7.85%	Reduced
293	Employees Retirement System of Texas Austin, Texas	$517M	-$11.8M	13	6.77%	Reduced
294	CAM ClariVest Asset Management San Diego, California	$509M	+$18.2M	9	11.78%	Increased
295	GQG Partners Ft. Lauderdale, Florida	$506M	+$214M	6	17.77%	Increased
296	Virginia Retirement Systems Richmond, Virginia	$504M	+$9.03M	10	6.13%	Increased
297	Bank of Nova Scotia Toronto, Ontario, Canada	$503M	-$239M	12	2.93%	Reduced
298	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$500M	+$18.2M	14	7.79%	Increased
299	Tocqueville Asset Management New York	$488M	-$34.1M	9	5.62%	Reduced
300	HighTower Advisors Chicago, Illinois	$485M	-$11.4M	16	4.14%	Reduced