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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	Xponance Philadelphia, Pennsylvania	$1.24B	+$19.1M	20	16.54%	Increased
277	Point72 Asset Management Stamford, Connecticut	$1.23B	-$318M	17	3.65%	Reduced
278	TCW Group Los Angeles, California	$1.23B	+$59.2M	9	13.59%	Increased
279	ESCM Echo Street Capital Management New York	$1.22B	+$40.3M	6	10.48%	Increased
280	Impax Asset Management Group London, United Kingdom	$1.22B	-$107M	7	4.91%	Reduced
281	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.19B	-$29.1M	19	11.5%	Reduced
282	CIBC World Market Toronto, Ontario, Canada	$1.18B	-$2.4M	16	3.77%	Reduced
283	Fundsmith Investment Services Grande Riviere Noire, Mauritius	$1.18B	-$180M	2	17.24%	Reduced
284	CIP Champlain Investment Partners Burlington, Vermont	$1.18B	+$47.2M	4	7.26%	Increased
285	Epoch Investment Partners New York	$1.17B	-$112M	9	6.8%	Reduced
286	Guggenheim Capital Chicago, Illinois	$1.15B	+$80.8M	19	9.06%	Increased
287	TPSF Texas Permanent School Fund Austin, Texas	$1.14B	+$3.37M	12	10.52%	Increased
288	Artemis Investment Management Edinburgh, United Kingdom	$1.14B	-$24.6M	7	14.2%	Reduced
289	INTECH Investment Management West Palm Beach, Florida	$1.13B	-$449M	16	11.68%	Reduced
290	Independent Franchise Partners London, United Kingdom	$1.13B	-$334M	2	9.49%	Reduced
291	AEGON Asset Management (UK) Edinburgh, United Kingdom	$1.12B	+$15.2M	7	18.06%	Increased
292	GAM GuardCap Asset Management London, United Kingdom	$1.1B	+$44.4M	3	14.82%	Increased
293	Diamond Hill Capital Management Columbus, Ohio	$1.08B	-$324M	3	4.85%	Reduced
294	IFM Investors Melbourne, Australia	$1.08B	+$46.4M	14	14.1%	Increased
295	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$1.07B	+$469M	16	5.33%	Increased
296	Fjarde Ap-fonden Stockholm, Sweden	$1.06B	+$12.4M	14	13.01%	Increased
297	Viking Global Investors Stamford, Connecticut	$1.06B	-$297M	3	4.34%	Reduced
298	Montrusco Bolton Investments Montreal, Quebec, Canada	$1.06B	+$123M	3	16.42%	Increased
299	CCM Cantillon Capital Management New York	$1.04B	+$58.7M	2	7.28%	Increased
300	British Columbia Investment Management Victoria, British Columbia, Canada	$1.03B	+$66.7M	15	9.63%	Increased