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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
176	Sarasin & Partners London, United Kingdom	$572M	+$563M	3	8.15%	New
177	Soros Fund Management New York	$567M	+$548M	4	6.14%	New
178	Polen Capital Management Boca Raton, Florida	$563M	+$566M	2	13.4%	New
179	Wellcome Trust London, United Kingdom	$556M	+$549M	3	19.65%	New
180	ACI AMP Capital Investors Sydney, Australia	$554M	+$548M	10	4.3%	New
181	Suntrust Banks Atlanta, Georgia	$545M	+$544M	9	2.4%	New
182	Public Employees Retirement Association of Colorado Denver, Colorado	$544M	+$547M	10	5.13%	New
183	First Manhattan New York	$542M	+$562M	9	3.73%	New
184	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$541M	+$532M	11	4.07%	New
185	IVA International Value Advisers	$536M	+$546M	3	14.25%	New
186	Manning & Napier Advisors Fairport, New York	$535M	+$518M	6	2.85%	New
187	Irish Life Investment Managers Dublin, Ireland	$534M	+$534M	10	6.75%	New
188	CCM Cantillon Capital Management New York	$526M	+$526M	2	16.07%	New
189	Sentry Investments Toronto, Ontario, Canada	$526M	+$530M	4	11.28%	New
190	I.G. Investment Management Winnipeg, Manitoba, Canada	$522M	+$529M	10	2.11%	New
191	Luther King Capital Management (LKCM) Fort Worth, Texas	$519M	+$518M	8	4.84%	New
192	Comerica Bank Dallas, Texas	$517M	+$518M	8	4.22%	New
193	Westfield Capital Management Boston, Massachusetts	$515M	+$499M	8	3.54%	New
194	Jensen Investment Management Lake Oswego, Oregon	$510M	+$520M	3	8.36%	New
195	Robeco Institutional Asset Management Rotterdam, Netherlands	$510M	+$506M	8	5.16%	New
196	Ninety One (UK) London, United Kingdom	$497M	+$487M	3	3.81%	New
197	PGGM Investments Zeist, Netherlands	$491M	+$504M	3	2.89%	New
198	TPSF Texas Permanent School Fund Austin, Texas	$482M	+$480M	8	5.02%	New
199	Guggenheim Capital Chicago, Illinois	$477M	+$473M	11	2.01%	New
200	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$476M	+$471M	8	3.52%	New