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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	Northern Trust Company of Connecticut Stamford, Connecticut	$597M	-$20.7M	11	3.86%	Reduced
177	ACI AMP Capital Investors Sydney, Australia	$589M	+$21.5M	11	4.52%	Increased
178	Manning & Napier Advisors Fairport, New York	$589M	+$44.6M	6	2.77%	Increased
179	Sentry Investments Toronto, Ontario, Canada	$583M	+$53.4M	4	11.27%	Increased
180	Lord, Abbett & Co Jersey City, New Jersey	$582M	+$267M	10	1.34%	Increased
181	Robeco Institutional Asset Management Rotterdam, Netherlands	$575M	+$58.4M	9	5.59%	Increased
182	Westfield Capital Management Boston, Massachusetts	$571M	+$36.6M	6	3.65%	Increased
183	RIM Rainier Investment Management Seattle, Washington	$568M	-$50.5M	5	5.51%	Reduced
184	John W. Bristol & Co New York	$565M	-$42.1M	4	10.58%	Reduced
185	Luther King Capital Management (LKCM) Fort Worth, Texas	$558M	+$18.4M	8	4.79%	Increased
186	Wellcome Trust London, United Kingdom	$554M	+$11.5M	3	18.25%	Increased
187	IVA International Value Advisers	$552M	+$973K	3	14.51%	Increased
188	Ruffer LLP London, United Kingdom	$551M	+$159M	3	25.6%	Increased
189	Polen Capital Management Boca Raton, Florida	$542M	-$35M	2	12.49%	Reduced
190	Longview Partners St Peter Port, Guernsey	$542M	+$63.7M	1	5.03%	Increased
191	Guggenheim Capital Chicago, Illinois	$538M	+$45.2M	11	1.93%	Increased
192	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$538M	-$14.5M	11	3.9%	Reduced
193	PIM Platinum Investment Management Sydney Australia 2000, Australia	$537M	-$229M	2	9.79%	Reduced
194	First Trust Advisors Wheaton, Illinois	$532M	+$126M	9	2.88%	Increased
195	Public Employees Retirement Association of Colorado Denver, Colorado	$529M	-$22.4M	10	4.88%	Reduced
196	CS Cisco Systems San Jose, California	$526M	$0	1	31.6%	Maintained
197	Aviva London, United Kingdom	$523M	+$74.5M	9	4.59%	Increased
198	Comerica Bank Dallas, Texas	$512M	-$7.94M	10	3.56%	Reduced
199	I.G. Investment Management Winnipeg, Manitoba, Canada	$503M	-$29.1M	10	1.9%	Reduced
200	First Manhattan New York	$498M	-$45.5M	9	3.48%	Reduced