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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
401	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$221M	+$45.4M	13	6.83%	Increased
402	Eagle Asset Management St Petersburg, Florida	$221M	-$1.66M	5	1.53%	Reduced
403	PointState Capital New York	$220M	+$167K	3	5.93%	Increased
404	Regions Financial Corp Birmingham, Alabama	$218M	+$2.76M	10	2.89%	Increased
405	Hosking Partners London, United Kingdom	$216M	+$16.6M	5	9.92%	Increased
406	Moore Capital Management New York	$215M	-$47.7M	6	8.67%	Reduced
407	B BP London, United Kingdom	$215M	-$9.57M	10	8.66%	Reduced
408	QS Investors New York	$212M	-$12.2M	12	2.02%	Reduced
409	Davenport & Co Richmond, Virginia	$211M	-$2.9M	8	3.32%	Reduced
410	Norinchukin Bank Tokyo, Japan	$210M	+$6.41M	11	5.09%	Increased
411	SCCM Schafer Cullen Capital Management New York	$210M	-$7.93M	2	2.57%	Reduced
412	Alyeska Investment Group Chicago, Illinois	$210M	-$27.4M	3	1.93%	Reduced
413	Zurich Insurance Group Zurich, Switzerland	$209M	+$9.38M	7	7.45%	Increased
414	MG Meritage Group San Francisco, California	$209M	$0	1	4.71%	Maintained
415	Vaughan Nelson Investment Management Houston, Texas	$207M	-$213K	3	2.62%	Reduced
416	DILH Dai-ichi Life Holdings Tokyo, Japan	$207M	+$8.93M	10	6.23%	Increased
417	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$206M	$0	1	12.44%	Maintained
418	Rothschild & Co Asset Management US Stamford, Connecticut	$204M	-$40M	5	3.83%	Reduced
419	NTC NF Trinity Capital Central, Hong Kong	$203M	-$22.8M	3	24.62%	Reduced
420	Beck Mack & Oliver New York	$203M	-$9.61M	7	7.08%	Reduced
421	DL Delta Lloyd Amsterdam, Netherlands	$202M	-$17.3M	11	6.69%	Reduced
422	ING Group Amsterdam, Netherlands	$201M	-$573M	10	2.51%	Reduced
423	HMP HS Management Partners New York	$197M	-$6.96M	2	7.86%	Reduced
424	GAM GVO Asset Management Zug, Switzerland	$197M	+$18.3M	2	22.77%	Increased
425	CIBC Asset Management Toronto, Ontario, Canada	$195M	-$3.13M	12	1.46%	Reduced