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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	CIP Champlain Investment Partners Burlington, Vermont	$899M	+$153M	3	4.07%	Increased
352	Lazard Frères Gestion Paris, France	$898M	-$11.5M	5	24.26%	Reduced
353	MSL Mackay Shields LLC New York	$894M	-$22.8M	11	7.42%	Reduced
354	Pzena Investment Management New York	$893M	-$53.1M	4	3.37%	Reduced
355	Oregon Public Employees Retirement Fund Tigard, Oregon	$888M	+$46.4M	19	9.78%	Increased
356	M&G Investment Management London, United Kingdom	$882M	-$1.3B	13	2.28%	Reduced
357	Point72 Asset Management Stamford, Connecticut	$882M	+$110M	10	3.52%	Increased
358	MIS Morningstar Investment Services Chicago, Illinois	$879M	+$23.2M	6	9.78%	Increased
359	Employees Provident Fund Board Shah Alam, Malaysia	$878M	+$42.9M	5	14.47%	Increased
360	Atalanta Sosnoff Capital New York	$877M	+$7.47M	5	18.9%	Increased
361	Daiwa Securities Group Tokyo, Japan	$875M	+$133M	19	5.15%	Increased
362	Close Asset Management London, United Kingdom	$874M	+$1.9M	7	31.16%	Increased
363	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$871M	-$2.59M	3	59.86%	Reduced
364	Brighton Jones LLC Seattle, Washington	$869M	+$16.9M	15	41.05%	Increased
365	Liontrust Investment Partners London, United Kingdom	$855M	+$30M	8	10.17%	Increased
366	Evercore Wealth Management New York	$851M	-$15.1M	8	13.83%	Reduced
367	Jupiter Asset Management London, United Kingdom	$850M	-$83.4M	11	9.33%	Reduced
368	Munro Partners Melbourne, Australia	$847M	+$171M	4	23.68%	Increased
369	Personal Capital Advisors Redwood City, California	$846M	-$7.45M	13	3.9%	Reduced
370	Comerica Bank Dallas, Texas	$840M	-$27.6M	19	6.18%	Reduced
371	TPSF Texas Permanent School Fund Austin, Texas	$833M	-$97.9M	13	10.22%	Reduced
372	TCM Tybourne Capital Management Hong Kong	$822M	-$155M	4	24.39%	Reduced
373	Mutual of America Capital Management New York	$821M	+$6.51M	16	8.31%	Increased
374	IFM Investors Melbourne, Australia	$811M	-$9.48M	14	14.88%	Reduced
375	Silvercrest Asset Management New York	$793M	-$31.7M	11	5.02%	Reduced