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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	SI Salesforce Inc San Francisco, California	$1.14B	+$774M	1	69.62%	Increased
277	TCW Group Los Angeles, California	$1.14B	-$147M	11	10.93%	Reduced
278	Factory Mutual Insurance Waltham, Massachusetts	$1.14B	-$28.8M	5	14.54%	Reduced
279	Comerica Bank Dallas, Texas	$1.13B	-$32.6M	20	6.75%	Reduced
280	B. Metzler seel. Sohn & Co Frankfurt, Germany	$1.12B	+$81.2M	14	18.45%	Increased
281	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$1.12B	+$248M	5	10.25%	Increased
282	Yacktman Asset Management Austin, Texas	$1.12B	+$68.5M	3	11.71%	Increased
283	Candriam SCA Strassen, Luxembourg, Luxembourg	$1.12B	+$1.22K	13	9.29%	Increased
284	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$1.11B	+$157K	8	12.23%	Increased
285	MetLife Investment Management Whippany, New Jersey	$1.1B	-$22.3M	15	10.1%	Reduced
286	CCM Cantillon Capital Management New York	$1.1B	-$87.8M	3	8.01%	Reduced
287	MSL Mackay Shields LLC New York	$1.09B	-$296M	15	7.94%	Reduced
288	CIBC Asset Management Toronto, Ontario, Canada	$1.08B	+$77M	18	4.59%	Increased
289	Point72 Asset Management Stamford, Connecticut	$1.08B	-$354M	10	5.04%	Reduced
290	Jupiter Asset Management London, United Kingdom	$1.07B	-$74.1M	10	10.49%	Reduced
291	Burgundy Asset Management Toronto, Ontario, Canada	$1.05B	-$66.7M	3	10.69%	Reduced
292	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.04B	-$59.8M	19	10.3%	Reduced
293	Creative Planning Overland Park, Kansas	$1.03B	+$55.2M	25	2.08%	Increased
294	AEGON Asset Management (UK) Edinburgh, United Kingdom	$1.03B	+$97.9M	7	15.35%	Increased
295	Zurich Insurance Group Zurich, Switzerland	$1.02B	-$4.84M	6	14.67%	Reduced
296	Virginia Retirement Systems Richmond, Virginia	$1.02B	+$9.69M	12	9.99%	Increased
297	Gulf International Bank (UK) London, United Kingdom	$1B	-$100M	17	13.76%	Reduced
298	Rokos Capital Management (UK) London, United Kingdom	$995M	+$371M	4	14.84%	Increased
299	Capital International Inc Los Angeles, California	$991M	-$51.2M	6	9.21%	Reduced
300	British Columbia Investment Management Victoria, British Columbia, Canada	$990M	-$25.2M	16	7.13%	Reduced