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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	Sarasin & Partners London, United Kingdom	$319M	-$73.3M	3	6.25%	Reduced
377	Letko, Brosseau & Associates Montreal, Quebec, Canada	$318M	-$3.43M	5	3.11%	Reduced
378	SAM Shell Asset Management The Hague, Netherlands	$318M	+$12.8M	12	6.79%	Increased
379	Handelsbanken Fonder Stockholm, Sweden	$318M	+$21.4M	6	8.1%	Increased
380	GC GMT Capital Atlanta, Georgia	$316M	-$36.2M	4	6.78%	Reduced
381	Sterling Capital Management Charlotte, North Carolina	$314M	-$1.68M	11	3.03%	Reduced
382	Highbridge Capital Management New York	$314M	+$113M	12	4.69%	Increased
383	Marshall Wace Asia Central, Hong Kong	$314M	+$127M	4	16.09%	Increased
384	Janney Montgomery Scott Philadelphia, Pennsylvania	$311M	+$5.02M	12	3.89%	Increased
385	Soroban Capital Partners New York	$311M	+$314M	1	1.21%	New
386	AEGON Asset Management (UK) Edinburgh, United Kingdom	$309M	-$36.5M	5	8.71%	Reduced
387	BAM Baring Asset Management London, United Kingdom	$308M	+$22.9M	5	20%	Increased
388	Dorsal Capital Management Redwood City, California	$307M	+$28.1M	3	15.66%	Increased
389	Waverton Investment Management London, United Kingdom	$304M	-$11M	6	19.81%	Reduced
390	Alyeska Investment Group Chicago, Illinois	$304M	-$24.4M	6	2.54%	Reduced
391	Hardman Johnston Global Advisors Stamford, Connecticut	$304M	+$72.4M	5	13.1%	Increased
392	H Hexavest Montreal, Quebec, Canada	$301M	-$68.1K	5	3.91%	Reduced
393	Swiss Life Asset Management Zurich,	$300M	+$1.56M	8	7.71%	Increased
394	MN Services Vermogensbeheer The Hague, Netherlands	$299M	+$249M	11	8.23%	Increased
395	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$299M	+$20.3M	11	1.96%	Increased
396	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$297M	-$27.9M	10	10.3%	Reduced
397	FTCM Fir Tree Capital Management New York	$295M	+$17.2M	2	8.88%	Increased
398	MVIP Mar Vista Investment Partners Los Angeles, California	$294M	-$8.59M	4	12.29%	Reduced
399	Williams Jones & Associates New York	$293M	-$5.31M	7	7.39%	Reduced
400	NIMC NWQ Investment Management Company Los Angeles, California	$292M	-$14.5M	3	4.04%	Reduced