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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	Cambridge Investment Research Advisors Fairfield, Iowa	$1.53B	-$10.7M	24	5.1%	Reduced
302	Lone Pine Capital Greenwich, Connecticut	$1.52B	-$353M	2	11.31%	Reduced
303	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$1.51B	+$182M	15	15.91%	Increased
304	Jensen Investment Management Lake Oswego, Oregon	$1.5B	-$119M	3	13.6%	Reduced
305	VanEck Associates New York	$1.49B	+$194M	14	1.91%	Increased
306	Impax Asset Management Group London, United Kingdom	$1.49B	-$184M	7	6.75%	Reduced
307	Unisphere Establishment Vaduz, Liechtenstein	$1.49B	+$184M	4	12.97%	Increased
308	AEGON Asset Management (UK) Edinburgh, United Kingdom	$1.47B	+$131M	7	19.38%	Increased
309	Orbis Allan Gray Hamilton, Bermuda	$1.47B	+$566M	5	7.88%	Increased
310	IFM Investors Melbourne, Australia	$1.46B	-$122M	15	14.88%	Reduced
311	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$1.46B	+$653M	15	15.41%	Increased
312	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$1.46B	+$130M	29	7.43%	Increased
313	Mercer Global Advisors Denver, Colorado	$1.46B	-$79.7M	20	3.56%	Reduced
314	Gateway Investment Advisers Cincinnati, Ohio	$1.45B	-$39.7M	10	16.13%	Reduced
315	Harding Loevner Bridgewater, New Jersey	$1.45B	-$358M	4	9.79%	Reduced
316	LBP AM Paris, France	$1.44B	+$88.9M	12	19.52%	Increased
317	MUFG Securities EMEA London, United Kingdom	$1.44B	+$1.24B	6	24.24%	Increased
318	Hudson Bay Capital Management Stamford, Connecticut	$1.44B	-$598M	9	5.05%	Reduced
319	Pathstone Holdings Englewood, New Jersey	$1.43B	-$105M	21	6.32%	Reduced
320	Fjarde Ap-fonden Stockholm, Sweden	$1.42B	-$12.7M	15	14.36%	Reduced
321	Brighton Jones LLC Seattle, Washington	$1.41B	+$273M	12	40.75%	Increased
322	Natixis Paris, France	$1.41B	-$840M	17	8.6%	Reduced
323	MML Investors Services Springfield, Massachusetts	$1.4B	+$55.1M	20	4.82%	Increased
324	Waverton Investment Management London, United Kingdom	$1.4B	+$50.1M	6	22.23%	Increased
325	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$1.39B	-$304K	18	12.2%	Reduced