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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	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$413M	-$101M	11	6.85%	Reduced
352	H Hexavest Montreal, Quebec, Canada	$413M	-$20.3M	6	5.15%	Reduced
353	Jacobs Levy Equity Management Florham Park, New Jersey	$412M	+$30.4M	10	6.85%	Increased
354	Zurich Insurance Group Zurich, Switzerland	$411M	+$28M	11	9.47%	Increased
355	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$407M	-$76.7M	1	14.5%	Reduced
356	SAM Shell Asset Management The Hague, Netherlands	$405M	+$18.5M	13	8.07%	Increased
357	Westwood Holdings Group Dallas, Texas	$400M	-$19.3M	7	3.25%	Reduced
358	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$400M	-$10.8M	9	2.42%	Reduced
359	CCI Columbus Circle Investors	$399M	-$46.7M	6	8.1%	Reduced
360	AEGON Asset Management (UK) Edinburgh, United Kingdom	$397M	-$7.46M	5	10.19%	Reduced
361	Creative Planning Overland Park, Kansas	$392M	+$30.3M	16	1.6%	Increased
362	Antipodes Partners Royal Exchange, Australia	$387M	+$95.6M	4	17.35%	Increased
363	Martingale Asset Management Boston, Massachusetts	$385M	+$9.86M	7	4.95%	Increased
364	MLICM Metropolitan Life Insurance Company (MetLife) New York	$382M	+$2.2M	16	5.4%	Increased
365	FC Fairpointe Capital Chicago, Illinois	$379M	-$86.4M	5	7.92%	Reduced
366	Waverton Investment Management London, United Kingdom	$379M	-$10.7M	5	22.19%	Reduced
367	FQ First Quadrant Glendale, California	$379M	+$19.2M	11	7.24%	Increased
368	Davenport & Co Richmond, Virginia	$378M	+$51.7M	7	4.66%	Increased
369	AGF Investments Inc Toronto, Ontario, Canada	$374M	-$20.2M	7	4.06%	Reduced
370	EC Eminence Capital New York	$374M	-$60M	2	5.57%	Reduced
371	TI TRG Investments Richmond, Virginia	$373M	$0	1	48.22%	Maintained
372	MICM Matthews International Capital Management San Francisco, California	$373M	+$2.07M	1	16.86%	Increased
373	Assenagon Asset Management Senningerberg, Luxembourg	$371M	+$211M	9	4.84%	Increased
374	Greenwoods Asset Management Grand Cayman, Cayman Islands	$366M	+$96.8M	2	29.86%	Increased
375	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$366M	+$11.5M	10	13.33%	Increased