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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	Xact Kapitalforvaltning Stockholm, Sweden	$445M	+$26.8M	14	10.65%	Increased
327	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$441M	+$424M	3	25.51%	New
328	Natixis Paris, France	$437M	-$48.4M	10	3.36%	Reduced
329	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$436M	-$111M	14	6.53%	Reduced
330	Bahl & Gaynor Cincinnati, Ohio	$434M	-$44.8M	7	4.46%	Reduced
331	Handelsbanken Fonder Stockholm, Sweden	$434M	+$9.37M	7	9.52%	Increased
332	Marsico Capital Management Denver, Colorado	$432M	-$7.92M	5	17.25%	Reduced
333	EP Elkfork Partners Portland, Oregon	$430M	-$38.6M	9	11.65%	Reduced
334	FC Fairpointe Capital Chicago, Illinois	$429M	-$51.5M	7	8.1%	Reduced
335	Mitsubishi UFJ Asset Management Tokyo, Japan	$422M	+$5.85M	12	9.17%	Increased
336	EC Eminence Capital New York	$421M	-$7.88M	2	6.42%	Reduced
337	Commerce Bank Kansas City, Missouri	$420M	+$2.04M	13	5.47%	Increased
338	H Hexavest Montreal, Quebec, Canada	$420M	+$105M	6	4.79%	Increased
339	HMP HS Management Partners New York	$418M	-$54.2M	2	12.83%	Reduced
340	CIBC World Market Toronto, Ontario, Canada	$417M	-$59.6M	9	1.89%	Reduced
341	Westwood Holdings Group Dallas, Texas	$412M	-$27.6M	6	3.1%	Reduced
342	HL Financial Services Louisville, Kentucky	$410M	-$7.21M	8	7.94%	Reduced
343	AustralianSuper Melbourne, Australia	$409M	+$104M	4	14.86%	Increased
344	Envestnet Asset Management Chicago, Illinois	$408M	+$12M	17	0.91%	Increased
345	Oregon Public Employees Retirement Fund Tigard, Oregon	$406M	-$1.77M	12	6.11%	Reduced
346	Artemis Investment Management Edinburgh, United Kingdom	$402M	+$84.7M	7	6.7%	Increased
347	London Company of Virginia Richmond, Virginia	$402M	-$23.4M	4	2.91%	Reduced
348	CCI Columbus Circle Investors	$402M	-$59M	4	7.63%	Reduced
349	FAM Foxhaven Asset Management Charlottesville, Virginia	$397M	+$5.61M	3	27.55%	Increased
350	VFA Virtus Fund Advisers Hartford, Connecticut	$394M	+$2.14M	7	3.87%	Increased