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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	ACI AMP Capital Investors Sydney, Australia	$695M	+$11.9M	11	4.89%	Increased
177	Institutional Capital Chicago, Illinois	$688M	+$628M	2	3.33%	New
178	Robeco Institutional Asset Management Rotterdam, Netherlands	$679M	-$1.28M	7	5.64%	Reduced
179	Manning & Napier Advisors Fairport, New York	$678M	-$61.5M	5	3.06%	Reduced
180	First Trust Advisors Wheaton, Illinois	$656M	+$28.5M	10	3.18%	Increased
181	Carmignac Gestion Paris, France	$653M	+$204M	1	4.87%	Increased
182	Sentry Investments Toronto, Ontario, Canada	$651M	-$8.81M	4	10.98%	Reduced
183	Northern Trust Company of Connecticut Stamford, Connecticut	$647M	-$41M	11	4.05%	Reduced
184	ACM Atlanta Capital Management Atlanta, Georgia	$647M	-$173M	6	4.24%	Reduced
185	Wellcome Trust London, United Kingdom	$646M	+$9.02M	3	17.11%	Increased
186	PIM Platinum Investment Management Sydney Australia 2000, Australia	$638M	-$13.9M	2	11.04%	Reduced
187	Korea Investment Corp Seoul, South Korea	$630M	+$56M	8	5.96%	Increased
188	BRC Blue Ridge Capital New York	$628M	$0	2	6.47%	Maintained
189	Luther King Capital Management (LKCM) Fort Worth, Texas	$625M	+$3.46M	8	5.04%	Increased
190	IVA International Value Advisers	$624M	-$12.7M	4	15.56%	Reduced
191	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$616M	-$20.8M	11	4.22%	Reduced
192	Ruffer LLP London, United Kingdom	$613M	+$18M	3	21.75%	Increased
193	HCM Highfields Capital Management Boston, Massachusetts	$610M	-$545M	1	4.96%	Reduced
194	NIMC NWQ Investment Management Company Los Angeles, California	$609M	+$114M	2	5.34%	Increased
195	Public Employees Retirement Association of Colorado Denver, Colorado	$605M	-$5.02M	10	5.2%	Reduced
196	Westfield Capital Management Boston, Massachusetts	$597M	-$92.9M	5	3.52%	Reduced
197	Ninety One (UK) London, United Kingdom	$587M	+$35.5M	3	4.1%	Increased
198	Aviva London, United Kingdom	$584M	-$13M	9	4.89%	Reduced
199	Lord, Abbett & Co Jersey City, New Jersey	$583M	-$31M	9	1.3%	Reduced
200	CS Cisco Systems San Jose, California	$583M	$0	1	30.94%	Maintained