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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
451	Bradley Foster & Sargent Hartford, Connecticut	$366M	-$4.39M	8	9.18%	Reduced
452	DVI Deccan Value Investors Greenwich, Connecticut	$366M	+$56.4M	2	39.63%	Increased
453	CAM Contour Asset Management New York	$365M	+$287M	5	22.49%	Increased
454	Border to Coast Pensions Partnership Leeds, United Kingdom	$364M	-$15.6M	4	11.68%	Reduced
455	Beck Mack & Oliver New York	$362M	+$4.17M	5	10.64%	Increased
456	Erste Asset Management Vienna, Austria	$361M	+$10.1M	10	7.62%	Increased
457	Mirova US Boston, Massachusetts	$360M	+$8.44M	1	7.23%	Increased
458	Gofen & Glossberg Chicago, Illinois	$358M	-$2.48M	8	9.2%	Reduced
459	E. Ohman J:or Asset Management Stockholm, Sweden	$356M	-$33.9M	11	15.57%	Reduced
460	LFDLE La Financiere de L'Echiquier Paris, France	$355M	-$7.95M	8	22.4%	Reduced
461	DF Dent & Co Baltimore, Maryland	$355M	+$14.8M	5	5.3%	Increased
462	Johnson Investment Counsel Cincinnati, Ohio	$355M	+$9.41M	9	4.84%	Increased
463	CCLA Investment Management London, United Kingdom	$354M	+$402M	3	7.99%	Increased
464	PCM Palestra Capital Management New York	$351M	-$147M	2	19.26%	Reduced
465	Nikko Asset Management Americas New York	$348M	+$28.9M	8	5.02%	Increased
466	Schonfeld Strategic Advisors New York	$347M	+$16.1M	25	2.89%	Increased
467	Fiduciary Trust Boston, Massachusetts	$347M	-$5.64M	10	6.74%	Reduced
468	Kovitz Investment Group Partners Chicago, Illinois	$346M	-$3.97M	9	6.83%	Reduced
469	FCI Financial Counselors Inc Overland Park, Kansas	$344M	+$8.34M	7	7.71%	Increased
470	Dai-ichi Life Insurance Company Tokyo, Japan	$343M	-$16.4M	11	7.94%	Reduced
471	Maverick Capital Dallas, Texas	$341M	-$50.7M	12	8.08%	Reduced
472	Colony Group Boston, Massachusetts	$339M	+$23.5M	12	4.78%	Increased
473	Advisors Asset Management Monument, Colorado	$339M	-$59.6M	22	6.89%	Reduced
474	LBP AM Paris, France	$338M	+$348M	10	9.67%	New
475	South Dakota Investment Council Sioux Falls, South Dakota	$334M	+$8.35M	5	7.47%	Increased