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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	BB&T Securities Richmond, Virginia	$262M	+$12.6M	9	3.8%	Increased
377	Ruffer LLP London, United Kingdom	$260M	-$107M	3	15.41%	Reduced
378	SGAM Smith Group Asset Management Dallas, Texas	$256M	+$732K	7	7.49%	Increased
379	Regions Financial Corp Birmingham, Alabama	$255M	-$2.12M	10	3.12%	Reduced
380	BAPIM British Airways Pensions Investment Management London, United Kingdom	$253M	-$1.27M	6	7.32%	Reduced
381	Rothschild & Co Asset Management US Stamford, Connecticut	$251M	+$26.5M	6	3.19%	Increased
382	Bank of Nova Scotia Toronto, Ontario, Canada	$251M	+$1.18M	10	1.28%	Increased
383	IAM Iridian Asset Management Westport, Connecticut	$250M	-$269M	1	2.31%	Reduced
384	TBC Tweedy, Browne Co Stamford, Connecticut	$250M	-$13.7M	3	7.8%	Reduced
385	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$249M	-$1.66M	9	1.71%	Reduced
386	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$249M	-$17.9M	5	11.65%	Reduced
387	SAM Shell Asset Management The Hague, Netherlands	$249M	-$34.6M	11	5.84%	Reduced
388	ACM Atlanta Capital Management Atlanta, Georgia	$249M	-$47.9M	2	1.59%	Reduced
389	Janney Montgomery Scott Philadelphia, Pennsylvania	$248M	+$19.6M	12	3.75%	Increased
390	H Hexavest Montreal, Quebec, Canada	$244M	+$43.2M	5	3.35%	Increased
391	Zurich Insurance Group Zurich, Switzerland	$243M	-$9.18M	9	7.68%	Reduced
392	B BP London, United Kingdom	$242M	-$1.97M	11	9.11%	Reduced
393	MVIP Mar Vista Investment Partners Los Angeles, California	$241M	-$7.53M	4	9.77%	Reduced
394	VanEck Associates New York	$241M	+$50.9M	9	1.2%	Increased
395	Dai-ichi Life Insurance Company Tokyo, Japan	$237M	+$240M	10	7.03%	New
396	Norinchukin Bank Tokyo, Japan	$237M	+$12.4M	11	5.53%	Increased
397	PTC Provident Trust Company Waukesha, Wisconsin	$236M	-$1.97M	3	12.4%	Reduced
398	TI TRG Investments Richmond, Virginia	$236M	+$42.3M	1	41.98%	Increased
399	FAM Foxhaven Asset Management Charlottesville, Virginia	$234M	+$31.3M	2	17.65%	Increased
400	CCM Criterion Capital Management San Francisco, California	$230M	-$24.6M	2	9.36%	Reduced