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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
151	Robeco Institutional Asset Management Rotterdam, Netherlands	$820M	+$38.7M	8	5.87%	Increased
152	Calamos Advisors Naperville, Illinois	$814M	-$118M	8	5.16%	Reduced
153	Pictet Asset Management (UK) London, United Kingdom	$803M	-$12.5M	9	3.83%	Reduced
154	AIG American International Group New York	$802M	+$11.4M	14	3.54%	Increased
155	Ruffer LLP London, United Kingdom	$775M	+$73.8M	4	25.17%	Increased
156	British Columbia Investment Management Victoria, British Columbia, Canada	$769M	-$821K	9	6.22%	Reduced
157	First Trust Advisors Wheaton, Illinois	$762M	+$20.9M	9	3.16%	Increased
158	Teacher Retirement System of Texas Austin, Texas	$752M	-$37.4M	10	6.21%	Reduced
159	Harding Loevner Bridgewater, New Jersey	$752M	-$151M	3	5.6%	Reduced
160	US Bancorp Minneapolis, Minnesota	$747M	-$11.6M	13	2.98%	Reduced
161	BRC Blue Ridge Capital New York	$738M	+$182M	3	7.28%	Increased
162	Longview Partners St Peter Port, Guernsey	$736M	-$17.9M	1	5.82%	Reduced
163	Sanders Capital West Palm Beach, Florida	$715M	+$10.3M	2	7.96%	Increased
164	Capital Guardian Trust Los Angeles, California	$712M	-$251M	7	4.85%	Reduced
165	Ninety One (UK) London, United Kingdom	$710M	+$19.1M	4	4.12%	Increased
166	Westfield Capital Management Boston, Massachusetts	$707M	+$40.6M	5	4.21%	Increased
167	Polen Capital Management Boca Raton, Florida	$701M	-$35.2M	2	15.31%	Reduced
168	Guggenheim Capital Chicago, Illinois	$685M	-$53.1M	11	1.73%	Reduced
169	State of Tennessee, Department of Treasury Nashville, Tennessee	$684M	-$134M	9	3.87%	Reduced
170	PIM Platinum Investment Management Sydney Australia 2000, Australia	$675M	+$55.5M	4	11.72%	Increased
171	MLICM Metropolitan Life Insurance Company (MetLife) New York	$670M	-$39.2M	10	4.65%	Reduced
172	Sentry Investments Toronto, Ontario, Canada	$668M	+$3.27M	4	8.31%	Increased
173	KeyBank National Association Cleveland, Ohio	$665M	-$21.5M	9	4.41%	Reduced
174	Cornerstone Investment Partners Atlanta, Georgia	$656M	-$405M	4	7.89%	Reduced
175	ACI AMP Capital Investors Sydney, Australia	$652M	-$14.5M	10	4.04%	Reduced