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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	Mawer Investment Management Calgary, Alberta, Canada	$362M	+$39.9M	3	5.12%	Increased
302	Fiera Capital (Canada) Montreal, Quebec, Canada	$361M	+$24.8M	8	2.02%	Increased
303	Comgest Global Investors Paris, France	$361M	+$526K	6	10.96%	Increased
304	Sustainable Growth Advisers Stamford, Connecticut	$356M	-$26.2M	4	7.49%	Reduced
305	South Dakota Investment Council Sioux Falls, South Dakota	$354M	-$1.27M	7	7.76%	Reduced
306	Acadian Asset Management Boston, Massachusetts	$350M	+$79.3M	13	1.79%	Increased
307	Victory Capital Management San Antonio, Texas	$349M	+$73.3M	13	1.39%	Increased
308	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$348M	-$11.2M	10	7.35%	Reduced
309	Banque Pictet & Cie Geneva 73, Switzerland	$344M	-$2.58M	7	9.2%	Reduced
310	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$341M	-$22M	12	3.82%	Reduced
311	AEGON Asset Management (UK) Edinburgh, United Kingdom	$341M	-$7.28M	8	9.75%	Reduced
312	WCM Investment Management Laguna Beach, California	$338M	+$17.9M	3	5.39%	Increased
313	HCM Holland Capital Management Chicago, Illinois	$337M	-$108M	4	13.04%	Reduced
314	Fiduciary Management Inc Milwaukee, Wisconsin	$330M	-$245M	1	2.01%	Reduced
315	Fjarde Ap-fonden Stockholm, Sweden	$326M	+$1.05M	10	7.56%	Increased
316	CAM ClariVest Asset Management San Diego, California	$322M	+$6.58M	9	9.59%	Increased
317	FC Fairpointe Capital Chicago, Illinois	$321M	-$14.4M	5	7.28%	Reduced
318	Letko, Brosseau & Associates Montreal, Quebec, Canada	$319M	-$657K	4	3.04%	Reduced
319	ROIC Route One Investment Company San Francisco, California	$317M	+$39.6M	3	17.09%	Increased
320	HighTower Advisors Chicago, Illinois	$315M	-$26.5M	13	3.99%	Reduced
321	Envestnet Asset Management Chicago, Illinois	$315M	+$10.2M	13	1.26%	Increased
322	Atalanta Sosnoff Capital New York	$307M	-$92.7M	6	10.25%	Reduced
323	Mirae Asset Global Investments Seoul, South Korea	$302M	+$30.5M	8	7.8%	Increased
324	Natixis Paris, France	$300M	+$154M	8	5.58%	Increased
325	HCM Hitchwood Capital Management New York	$299M	-$279M	2	7.22%	Reduced