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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
376	Candriam SCA Strassen, Luxembourg, Luxembourg	$234M	-$50.5M	10	6.07%	Reduced
377	QS Investors New York	$233M	+$25.8M	11	1.99%	Increased
378	MAMU Marathon Asset Management (UK) London, United Kingdom	$233M	+$4.3M	5	4.95%	Increased
379	BB&T Securities Richmond, Virginia	$232M	+$6.11M	9	3.58%	Increased
380	MC Montag & Caldwell Atlanta, Georgia	$231M	-$145M	3	4.71%	Reduced
381	Genesis Asset Managers Guernsey, Channel Islands, United Kingdom	$231M	-$3.08M	1	9.85%	Reduced
382	TCP Tourbillon Capital Partners New York	$230M	+$120M	2	4.6%	Increased
383	TP Thunderbird Partners London, United Kingdom	$229M	-$34.8M	2	30.12%	Reduced
384	CI Global Investments Oakland, California	$227M	+$21.7M	4	5.52%	Increased
385	HI Honeywell International Charlotte, North Carolina	$226M	-$3.81M	4	5.78%	Reduced
386	RS Investment Management San Francisco, California	$226M	-$1.26M	6	2.32%	Reduced
387	SAM Shell Asset Management The Hague, Netherlands	$225M	+$42.4M	11	5.22%	Increased
388	Regions Financial Corp Birmingham, Alabama	$223M	+$11.7M	10	2.89%	Increased
389	Capital Fund Management (CFM) Paris, France	$223M	-$67.9M	7	2.09%	Reduced
390	KBI Global Investors Ifsc, Dublin, Ireland	$223M	+$225M	3	5.95%	New
391	WP Wedgewood Partners St Louis, Missouri	$222M	-$21M	2	4.49%	Reduced
392	GAM GVO Asset Management Zug, Switzerland	$220M	+$40.3M	2	25.7%	Increased
393	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$219M	-$2.26M	12	6.67%	Reduced
394	NIMC NWQ Investment Management Company Los Angeles, California	$219M	-$66M	3	3.77%	Reduced
395	BAPIM British Airways Pensions Investment Management London, United Kingdom	$219M	-$23.5M	6	6.59%	Reduced
396	Zurich Insurance Group Zurich, Switzerland	$217M	+$11.7M	7	7.6%	Increased
397	Silvercrest Asset Management New York	$217M	-$581K	7	2.76%	Reduced
398	Kornitzer Capital Management Shawnee Mission, Kansas	$216M	-$9M	9	3.9%	Reduced
399	PTC Provident Trust Company Waukesha, Wisconsin	$215M	-$2.29M	3	11.86%	Reduced
400	CCM Criterion Capital Management San Francisco, California	$214M	-$40M	2	10.24%	Reduced