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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
326	TGA Trilogy Global Advisors Winter Park, Florida	$369M	-$65.6M	4	12.34%	Reduced
327	SCM Steadfast Capital Management New York	$368M	+$68.2M	4	7.1%	Increased
328	Mitsubishi UFJ Asset Management Tokyo, Japan	$363M	-$7.83M	12	8.28%	Reduced
329	Jupiter Investment Management London, United Kingdom	$357M	-$47.3M	7	5.04%	Reduced
330	Commonwealth Equity Services Waltham, Massachusetts	$355M	+$17.8M	14	2.37%	Increased
331	Martingale Asset Management Boston, Massachusetts	$353M	-$61.4M	9	5.1%	Reduced
332	Sarasin & Partners London, United Kingdom	$350M	-$87.4M	4	6.8%	Reduced
333	Boston Trust Walden Boston, Massachusetts	$347M	+$14.8M	9	5.41%	Increased
334	Marsico Capital Management Denver, Colorado	$347M	-$68M	4	15.02%	Reduced
335	SCM Suvretta Capital Management New York	$347M	+$340M	2	10.8%	New
336	Aristotle Capital Management Los Angeles, California	$345M	+$11.9M	1	3.14%	Increased
337	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$345M	+$144M	10	6.11%	Increased
338	Fjarde Ap-fonden Stockholm, Sweden	$344M	-$23.9M	10	8.23%	Reduced
339	HL Financial Services Louisville, Kentucky	$344M	+$7.65M	8	7.06%	Increased
340	Brandywine Global Investment Management Philadelphia, Pennsylvania	$339M	+$2.56M	6	2.15%	Increased
341	Envestnet Asset Management Chicago, Illinois	$338M	+$17M	15	1.08%	Increased
342	BAPIM British Airways Pensions Investment Management London, United Kingdom	$337M	+$54.8M	7	10.15%	Increased
343	GC GMT Capital Atlanta, Georgia	$337M	-$17.2M	4	7.11%	Reduced
344	London Company of Virginia Richmond, Virginia	$336M	+$105M	4	2.22%	Increased
345	Letko, Brosseau & Associates Montreal, Quebec, Canada	$335M	-$7.46M	4	3.14%	Reduced
346	AGF Investments Inc Toronto, Ontario, Canada	$332M	-$386K	7	3.62%	Reduced
347	Abrams Capital Management Boston, Massachusetts	$328M	$0	1	12.57%	Maintained
348	Commerce Bank Kansas City, Missouri	$328M	+$8.66M	11	4.67%	Increased
349	GHCM Glen Harbor Capital Management San Diego, California	$327M	+$15.4M	9	8.17%	Increased
350	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$325M	+$3.3M	11	2.79%	Increased