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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
301	RIM Rainier Investment Management Seattle, Washington	$290M	+$34.3M	5	4.83%	Increased
302	ExxonMobil Investment Management Irving, Texas	$286M	-$5.1M	8	6.63%	Reduced
303	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$286M	+$232M	10	7.34%	Increased
304	Causeway Capital Management Los Angeles, California	$285M	+$1.45M	2	9.89%	Increased
305	Winton Group London, United Kingdom	$276M	+$43.3M	7	1.97%	Increased
306	Beck Mack & Oliver New York	$274M	-$2.4M	5	6.43%	Reduced
307	Atalanta Sosnoff Capital New York	$268M	-$12M	5	6.62%	Reduced
308	USSCPF United States Steel & Carnegie Pension Fund New York	$267M	-$24.1M	3	6.11%	Reduced
309	Banque Pictet & Cie Geneva 73, Switzerland	$266M	+$4.49M	5	6.86%	Increased
310	OMERS Administration Corp Toronto, Ontario, Canada	$266M	+$154M	7	7.92%	Increased
311	SA SQ Advisors Naples, Florida	$265M	+$8.73M	1	10.24%	Increased
312	Nomura Asset Management Tokyo, Japan	$264M	+$9.64M	10	4.66%	Increased
313	CCI Columbus Circle Investors	$263M	-$40.6M	2	1.89%	Reduced
314	Fiera Capital (Canada) Montreal, Quebec, Canada	$263M	-$15.4M	5	1.95%	Reduced
315	HCM Hoplite Capital Management New York	$261M	+$260M	2	6.66%	New
316	MAMU Marathon Asset Management (UK) London, United Kingdom	$257M	+$39.5M	3	6.29%	Increased
317	Edge Asset Management Seattle, Washington	$256M	-$20.5M	6	2.57%	Reduced
318	WP Wedgewood Partners St Louis, Missouri	$253M	+$8.23M	1	4.09%	Increased
319	City National Bank Beverly Hills, Delaware	$252M	+$8.52M	5	2.3%	Increased
320	Royal London Asset Management United Kingdom	$247M	-$51.9M	8	6.21%	Reduced
321	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$245M	+$49.1M	6	2.57%	Increased
322	SCCM Schafer Cullen Capital Management New York	$244M	-$10.1M	2	2.33%	Reduced
323	GAM GVO Asset Management Zug, Switzerland	$244M	$0	2	25.59%	Maintained
324	FQ First Quadrant Glendale, California	$243M	-$13.4M	8	5.44%	Reduced
325	AGF Investments Inc Toronto, Ontario, Canada	$243M	-$7.77M	5	2.53%	Reduced