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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	Pzena Investment Management New York	$1.11B	+$132M	3	6.85%	Increased
152	NFA Nationwide Fund Advisors Columbus, Ohio	$1.1B	+$6.21M	15	4.71%	Increased
153	Pictet Asset Management (UK) London, United Kingdom	$1.1B	-$3.52M	12	4.64%	Reduced
154	William Blair Investment Management Chicago, Illinois	$1.08B	+$274M	7	4.39%	Increased
155	Ruane, Cunniff & Goldfarb New York	$1.08B	-$31.7M	5	6.14%	Reduced
156	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.07B	-$18.3M	12	6.53%	Reduced
157	SG Americas Securities New York	$1.04B	-$2.39B	14	7.36%	Reduced
158	AIG American International Group New York	$1.01B	+$249M	17	4.14%	Increased
159	Polen Capital Management Boca Raton, Florida	$997M	+$80.9M	4	15.42%	Increased
160	Guggenheim Capital Chicago, Illinois	$993M	+$218M	14	2.89%	Increased
161	1832 Asset Management Toronto, Ontario, Canada	$990M	+$43.8M	7	4.28%	Increased
162	Gateway Investment Advisers Cincinnati, Ohio	$989M	+$17.1M	10	8.27%	Increased
163	Korea Investment Corp Seoul, South Korea	$979M	+$176M	12	6.82%	Increased
164	State of Tennessee, Department of Treasury Nashville, Tennessee	$972M	+$86M	11	5.76%	Increased
165	VVP Vulcan Value Partners Birmingham, Alabama	$966M	-$189M	2	8.98%	Reduced
166	Wellcome Trust London, United Kingdom	$958M	-$90.6M	5	19.09%	Reduced
167	CIBC Private Wealth Group Atlanta, Georgia	$957M	+$13.1M	7	7.49%	Increased
168	Generation Investment Management London, United Kingdom	$938M	-$270M	2	12.05%	Reduced
169	SAM Southeastern Asset Management Memphis, Tennessee	$918M	-$45.7M	1	8.29%	Reduced
170	TCW Group Los Angeles, California	$901M	-$28.9M	12	6.47%	Reduced
171	Citigroup New York	$896M	-$57.2M	19	0.89%	Reduced
172	US Bancorp Minneapolis, Minnesota	$882M	+$25.4M	16	3.55%	Increased
173	Sanders Capital West Palm Beach, Florida	$879M	+$15.9M	2	8.05%	Increased
174	State of Michigan Retirement System Lansing, Michigan	$878M	+$321M	10	6.73%	Increased
175	Aviva London, United Kingdom	$877M	+$65M	13	6.65%	Increased