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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	SA SPO Advisory San Anselmo, California	$515M	-$42.4M	2	12.58%	Reduced
327	Barings Charlotte, North Carolina	$513M	-$10.9M	15	7.24%	Reduced
328	Handelsbanken Fonder Stockholm, Sweden	$512M	+$4.8M	6	9.62%	Increased
329	Everett Harris & Co Los Angeles, California	$509M	+$362K	7	12.75%	Increased
330	AGF Investments Inc Toronto, Ontario, Canada	$509M	+$34.5M	6	5.13%	Increased
331	Marshall Wace Asia Central, Hong Kong	$503M	+$32.1M	6	17.05%	Increased
332	AEGON Asset Management (UK) Edinburgh, United Kingdom	$502M	+$1.75M	7	11.93%	Increased
333	Zurich Insurance Group Zurich, Switzerland	$496M	+$701K	8	10.51%	Increased
334	London Company of Virginia Richmond, Virginia	$495M	-$11.5M	4	3.85%	Reduced
335	EP Elkfork Partners Portland, Oregon	$494M	-$19.2M	10	11.75%	Reduced
336	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$490M	-$41.3M	11	7.46%	Reduced
337	SAM Shell Asset Management The Hague, Netherlands	$488M	+$15.3M	16	9.63%	Increased
338	Appaloosa LP Short Hills, New Jersey	$486M	-$359M	2	8.54%	Reduced
339	Creative Planning Overland Park, Kansas	$485M	+$6.12M	15	1.8%	Increased
340	Davenport & Co Richmond, Virginia	$485M	+$50.3M	8	5.62%	Increased
341	KCM Kensico Capital Management Greenwich, Connecticut	$485M	-$214M	3	7.95%	Reduced
342	SGAM Smith Group Asset Management Dallas, Texas	$481M	+$9.21M	6	13.67%	Increased
343	PCM Palestra Capital Management New York	$479M	+$173M	3	22.16%	Increased
344	Assenagon Asset Management Senningerberg, Luxembourg	$477M	-$325M	8	4.71%	Reduced
345	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$475M	-$21.4M	8	2.69%	Reduced
346	MUFG Securities EMEA London, United Kingdom	$473M	+$120M	11	6.73%	Increased
347	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$470M	-$168M	11	4%	Reduced
348	Mairs & Power Inc St Paul, Minnesota	$468M	+$32.6M	6	5.44%	Increased
349	Select Equity Group New York	$467M	+$156M	2	3.45%	Increased
350	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$462M	+$7.05M	12	16.17%	Increased