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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	Daiwa Securities Group Tokyo, Japan	$1.05B	+$53M	18	6.5%	Increased
327	Nissay Asset Management Tokyo, Japan	$1.04B	-$101M	13	8.35%	Reduced
328	Balyasny Asset Management Chicago, Illinois	$1.04B	-$484M	18	1.95%	Reduced
329	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$1.04B	+$229M	6	14.47%	Increased
330	Guggenheim Capital Chicago, Illinois	$1.03B	-$22.3M	19	7.76%	Reduced
331	MML Investors Services Springfield, Massachusetts	$1.02B	+$101M	19	4.68%	Increased
332	First Pacific Advisors El Segundo, California	$1.01B	-$38.7M	3	15.18%	Reduced
333	USS Investment Management London, United Kingdom	$1.01B	-$3.71M	12	9%	Reduced
334	Diamond Hill Capital Management Columbus, Ohio	$1.01B	-$58M	3	4.43%	Reduced
335	Empower Advisory Group Greenwood Village, Colorado	$1.01B	+$4.97M	10	3.97%	Increased
336	Comgest Global Investors Paris, France	$1.01B	+$6.04M	4	15.1%	Increased
337	AE Wealth Management Topeka, Kansas	$1.01B	+$91.2M	21	5.13%	Increased
338	Capital Group Private Client Services Los Angeles, California	$990M	+$25.3M	5	10.23%	Increased
339	Farallon Capital Management San Francisco, California	$987M	-$1B	3	4.52%	Reduced
340	GGHC Gilder Gagnon Howe & Co New York	$985M	-$40.1M	9	13.51%	Reduced
341	Kodai Capital Management Chicago, Illinois	$965M	+$915M	7	19.66%	New
342	Markel Group Glen Allen, Virginia	$961M	+$2.95M	4	10.45%	Increased
343	New York Life Investment Management New York	$950M	-$16.7M	16	9.73%	Reduced
344	Carmignac Gestion Paris, France	$946M	-$400M	5	15.88%	Reduced
345	Jupiter Asset Management London, United Kingdom	$945M	-$41.2M	11	9.37%	Reduced
346	Tower Research Capital (TRC) New York	$939M	+$513M	42	11.6%	Increased
347	AGF Management Toronto, Ontario, Canada	$933M	+$37.2M	12	5.5%	Increased
348	INTECH Investment Management West Palm Beach, Florida	$931M	-$41M	15	13.56%	Reduced
349	Factory Mutual Insurance Waltham, Massachusetts	$924M	-$12.1M	6	11.47%	Reduced
350	Cresset Asset Management Chicago, Illinois	$919M	+$37.4M	22	5.49%	Increased