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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
426	Mondrian Investment Partners London, United Kingdom	$323M	+$208M	2	10.21%	Increased
427	TI TT International London, United Kingdom	$321M	-$35.6M	4	33.87%	Reduced
428	E. Ohman J:or Asset Management Stockholm, Sweden	$321M	-$12.2M	12	21.61%	Reduced
429	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$320M	-$2.76M	3	43.82%	Reduced
430	Ariel Investments Chicago, Illinois	$318M	-$13.5M	2	3.95%	Reduced
431	AI AIA International Hong Kong	$317M	+$51.5M	1	74.37%	Increased
432	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$316M	-$99.7M	4	6.23%	Reduced
433	Carson Wealth (CWM LLC) Omaha, Nebraska	$315M	+$107M	19	2.51%	Increased
434	SCM Steadfast Capital Management New York	$315M	-$145M	1	4.95%	Reduced
435	DCM Dupont Capital Management Wilmington, Delaware	$315M	-$20.6M	12	7.19%	Reduced
436	PCM Palestra Capital Management New York	$314M	-$103M	2	10.28%	Reduced
437	B BP London, United Kingdom	$313M	-$6.02M	9	12.13%	Reduced
438	CCI Columbus Circle Investors	$312M	-$32.4M	4	7.96%	Reduced
439	Santa Barbara Asset Management Los Angeles, California	$309M	-$55.4M	1	4.81%	Reduced
440	D1 Capital Partners New York	$308M	-$692M	1	5.57%	Reduced
441	TBC Tweedy, Browne Co Stamford, Connecticut	$302M	+$6.2M	2	9.96%	Increased
442	Sachem Head Capital Management New York	$302M	+$23.8M	2	18.33%	Increased
443	Kornitzer Capital Management Shawnee Mission, Kansas	$295M	-$31M	10	5.29%	Reduced
444	Fiduciary Management Inc Milwaukee, Wisconsin	$294M	-$71.6M	1	1.92%	Reduced
445	TIAA FSB Jacksonville, Florida	$293M	+$6.27M	10	2.35%	Increased
446	Achmea Investment Management Zeist, Netherlands	$292M	-$1.92M	10	12.18%	Reduced
447	Menora Mivtachim Holdings Ramat Gan, Israel	$283M	+$26.1M	4	7.61%	Increased
448	Close Asset Management London, United Kingdom	$282M	+$223M	9	23.99%	Increased
449	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$281M	+$17.6M	19	4.3%	Increased
450	SAM Securian Asset Management St Paul, Minnesota	$281M	+$1.2M	11	6.69%	Increased