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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	Border to Coast Pensions Partnership Leeds, United Kingdom	$1.02B	-$68M	4	17.7%	Reduced
452	Stockbridge Partners Boston, Massachusetts	$1.01B	-$55.4M	2	19.62%	Reduced
453	MIM Meridiem Investment Management London, United Kingdom	$1.01B	+$81.5M	4	19.39%	Increased
454	Harding Loevner Bridgewater, New Jersey	$1.01B	-$434M	3	7.42%	Reduced
455	FAM Foxhaven Asset Management Charlottesville, Virginia	$1.01B	-$136M	3	23.16%	Reduced
456	GF Fund Management Guangzhou, China	$1B	+$55.3M	9	18.2%	Increased
457	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1B	+$30.4M	3	3.19%	Increased
458	Bradley Foster & Sargent Hartford, Connecticut	$998M	-$2.33M	9	14.72%	Reduced
459	Fundsmith Investment Services Grande Riviere Noire, Mauritius	$994M	-$310M	2	15.49%	Reduced
460	Silvercrest Asset Management New York	$990M	-$44.7M	12	6.55%	Reduced
461	CCLA Investment Management London, United Kingdom	$984M	+$940M	3	15.75%	New
462	Troy Asset Management London, United Kingdom	$981M	-$192M	2	25.19%	Reduced
463	Phoenix Financial Givatayim, Israel	$980M	-$208M	11	11.94%	Reduced
464	Cannell & Spears New York	$977M	-$46.6M	8	18.43%	Reduced
465	Mirova US Boston, Massachusetts	$976M	-$40.2M	1	9.86%	Reduced
466	Whale Rock Capital Management Boston, Massachusetts	$976M	+$300M	5	11.5%	Increased
467	Prudential plc London, England, United Kingdom	$965M	+$70M	17	7.09%	Increased
468	AKO Capital London, United Kingdom	$951M	-$25.2M	2	13.52%	Reduced
469	Great Lakes Advisors Chicago, Illinois	$939M	+$20.4M	12	7.84%	Increased
470	Jupiter Asset Management London, United Kingdom	$935M	-$3.34M	9	8.03%	Reduced
471	United Capital Financial Advisors Irving, Texas	$931M	+$64.9M	14	6.68%	Increased
472	Alphinity Investment Management Sydney, Australia	$930M	-$260M	2	9.08%	Reduced
473	Vident Advisory Alpharetta, Georgia	$930M	+$33.9M	24	8.88%	Increased
474	Gotham Asset Management New York	$923M	+$197M	19	4.02%	Increased
475	Private Advisor Group Morristown, New Jersey	$911M	+$9.69M	22	4.48%	Increased