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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	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$839M	+$260M	9	4.78%	Increased
152	Gateway Investment Advisers Cincinnati, Ohio	$820M	-$9.63M	8	7.3%	Reduced
153	Citigroup New York	$818M	-$356M	15	0.77%	Reduced
154	Flossbach Von Storch Cologne, Germany	$812M	-$25.3M	5	14.13%	Reduced
155	State of New Jersey Common Pension Fund D Trenton, New Jersey	$810M	-$403M	8	3.44%	Reduced
156	Lord, Abbett & Co Jersey City, New Jersey	$795M	+$267M	5	2.4%	Increased
157	Polen Capital Management Boca Raton, Florida	$794M	+$21.6M	2	14.55%	Increased
158	CIBC Private Wealth Group Atlanta, Georgia	$781M	+$36.5M	6	6.43%	Increased
159	SAM Southeastern Asset Management Memphis, Tennessee	$775M	-$48.2M	1	6.54%	Reduced
160	SG Americas Securities New York	$771M	+$2.51B	12	4.61%	Increased
161	Diamond Hill Capital Management Columbus, Ohio	$771M	-$42.8M	3	5.33%	Reduced
162	STRS Ohio Columbus, Ohio	$760M	-$317M	9	3.62%	Reduced
163	Harding Loevner Bridgewater, New Jersey	$757M	-$73.2M	5	6.1%	Reduced
164	TCW Group Los Angeles, California	$755M	+$23.4M	8	5.42%	Increased
165	1832 Asset Management Toronto, Ontario, Canada	$747M	-$140M	6	3.12%	Reduced
166	NC Northern Cross Boston, Massachusetts	$744M	+$96.9M	1	19.57%	Increased
167	State of Tennessee, Department of Treasury Nashville, Tennessee	$737M	-$37.2M	9	4.55%	Reduced
168	US Bancorp Minneapolis, Minnesota	$731M	+$26.3M	13	3.07%	Increased
169	Sanders Capital West Palm Beach, Florida	$728M	+$1.37M	2	7.32%	Increased
170	Retirement Systems of Alabama Montgomery, Alabama	$724M	-$183M	7	4.36%	Reduced
171	First Manhattan New York	$713M	-$37.1M	10	4.58%	Reduced
172	Axa Paris, France	$705M	-$270M	9	2.89%	Reduced
173	LSV Asset Management Chicago, Illinois	$704M	-$44.6M	8	1.58%	Reduced
174	Two Sigma Investments New York	$701M	+$298M	9	3.59%	Increased
175	AIG American International Group New York	$689M	-$164M	15	3.01%	Reduced