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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
351	HL Financial Services Louisville, Kentucky	$360M	+$6.41M	9	7.18%	Increased
352	VFA Virtus Fund Advisers Hartford, Connecticut	$358M	-$54.3M	8	3.54%	Reduced
353	Commerce Bank Kansas City, Missouri	$358M	+$8.32M	10	5.02%	Increased
354	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$354M	-$8.29M	9	3.33%	Reduced
355	BAMCO Inc New York	$353M	+$40.3M	5	1.81%	Increased
356	Assenagon Asset Management Senningerberg, Luxembourg	$353M	+$249M	6	7.65%	Increased
357	Xact Kapitalforvaltning Stockholm, Sweden	$352M	+$6.6M	12	10.68%	Increased
358	Mitsubishi UFJ Asset Management Tokyo, Japan	$351M	-$37.3M	12	8.61%	Reduced
359	ExxonMobil Investment Management Irving, Texas	$348M	-$51.9M	10	8.71%	Reduced
360	AGF Investments Inc Toronto, Ontario, Canada	$346M	-$4.52M	6	3.97%	Reduced
361	FAM Foxhaven Asset Management Charlottesville, Virginia	$345M	+$25.9M	3	24.19%	Increased
362	Ruffer LLP London, United Kingdom	$341M	+$91.6M	4	16.49%	Increased
363	GHCM Glen Harbor Capital Management San Diego, California	$339M	-$6M	9	8.29%	Reduced
364	Brandywine Global Investment Management Philadelphia, Pennsylvania	$339M	-$2.45M	7	2.16%	Reduced
365	PHS PFM Health Sciences San Francisco, California	$337M	+$201M	5	9.08%	Increased
366	BA Boston Advisors Boston, Massachusetts	$335M	-$8.68M	9	7.74%	Reduced
367	SAM Scopus Asset Management New York	$334M	+$253M	3	3.59%	Increased
368	SIG Senator Investment Group New York	$332M	+$45.8M	1	3.74%	Increased
369	Utah Retirement Systems Salt Lake City, Utah	$332M	+$2.46M	12	7.73%	Increased
370	Carmignac Gestion Paris, France	$331M	-$356M	1	2.69%	Reduced
371	Rothschild & Co Asset Management US Stamford, Connecticut	$327M	+$5.35M	7	3.69%	Increased
372	HCM Holland Capital Management Chicago, Illinois	$323M	-$22.3M	4	14.15%	Reduced
373	Two Sigma Investments New York	$323M	-$178M	14	1.17%	Reduced
374	FQ First Quadrant Glendale, California	$321M	+$7.54M	13	6.42%	Increased
375	Everett Harris & Co Los Angeles, California	$321M	+$5.99M	6	9.92%	Increased