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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	WP Wedgewood Partners St Louis, Missouri	$289M	+$11.2M	1	3.88%	Increased
302	Ruffer LLP London, United Kingdom	$285M	-$279M	4	12.42%	Reduced
303	Mawer Investment Management Calgary, Alberta, Canada	$284M	+$73.8M	3	3.62%	Increased
304	Banque Pictet & Cie Geneva 73, Switzerland	$277M	+$5.43M	6	7.24%	Increased
305	IRF IBM Retirement Fund Armonk, New York	$276M	-$400K	9	5.19%	Reduced
306	Mackenzie Financial Toronto Ontario, Ontario, Canada	$276M	-$3.5M	7	1.46%	Reduced
307	Zurich Cantonal Bank Zurich, Switzerland	$276M	+$122M	11	3.82%	Increased
308	Virginia Retirement Systems Richmond, Virginia	$275M	-$36.7M	7	4.14%	Reduced
309	HI Honeywell International Charlotte, North Carolina	$271M	+$15M	5	6.37%	Increased
310	Mondrian Investment Partners London, United Kingdom	$267M	-$3.85M	3	4.37%	Reduced
311	ExxonMobil Investment Management Irving, Texas	$266M	+$4.78M	8	6.01%	Increased
312	Atalanta Sosnoff Capital New York	$266M	-$74.4M	6	7.08%	Reduced
313	Fiera Capital (Canada) Montreal, Quebec, Canada	$263M	+$24.6M	5	1.96%	Increased
314	USSCPF United States Steel & Carnegie Pension Fund New York	$261M	$0	3	5.3%	Maintained
315	Zevenbergen Capital Investments Edmonds, Washington	$259M	+$534K	4	10.85%	Increased
316	Fjarde Ap-fonden Stockholm, Sweden	$254M	-$14.5M	9	5.84%	Reduced
317	BWA Brave Warrior Advisors New York	$253M	+$48.3M	1	7.73%	Increased
318	Nomura Asset Management Tokyo, Japan	$250M	+$5.33M	10	4.46%	Increased
319	Edge Asset Management Seattle, Washington	$245M	+$5.66M	6	2.13%	Increased
320	Moore Capital Management New York	$245M	+$211M	5	5.39%	Increased
321	Baird Milwaukee, Wisconsin	$244M	+$8.3M	9	2.49%	Increased
322	CC Carlson Capital Dallas, Texas	$243M	-$6.42M	6	2.71%	Reduced
323	CAM ClariVest Asset Management San Diego, California	$241M	+$20.3M	6	7.36%	Increased
324	CCM Cornerstone Capital Management Edina, Minnesota	$239M	-$38.7M	3	7.87%	Reduced
325	MC Montag & Caldwell Atlanta, Georgia	$238M	-$18.8M	3	2.89%	Reduced