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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	Marsico Capital Management Denver, Colorado	$649M	-$311M	2	4.71%	Reduced
177	Wellcome Trust London, United Kingdom	$645M	-$1.99M	3	15.54%	Reduced
178	First Manhattan New York	$644M	+$87.7M	8	4.08%	Increased
179	Korea Investment Corp Seoul, South Korea	$643M	+$8.72M	8	5.36%	Increased
180	Carmignac Gestion Paris, France	$633M	+$1.59M	1	4.95%	Increased
181	CS Cisco Systems San Jose, California	$629M	$0	1	64.89%	Maintained
182	IVA International Value Advisers	$626M	+$941K	4	14.47%	Increased
183	Appaloosa Management Miami Beach, Florida	$625M	+$106M	1	8.74%	Increased
184	1832 Asset Management Toronto, Ontario, Canada	$615M	-$140M	4	1.94%	Reduced
185	Public Employees Retirement Association of Colorado Denver, Colorado	$614M	-$2.04M	10	5.18%	Reduced
186	Aviva London, United Kingdom	$607M	+$4.39M	10	4.64%	Increased
187	Luther King Capital Management (LKCM) Fort Worth, Texas	$597M	+$3.45M	8	4.72%	Increased
188	BNP Paribas Asset Management Paris, France	$597M	-$142M	9	4.62%	Reduced
189	CIBC Private Wealth Group Atlanta, Georgia	$590M	+$34M	7	4.78%	Increased
190	Fiduciary Management Inc Milwaukee, Wisconsin	$585M	+$19.2M	1	3.07%	Increased
191	I.G. Investment Management Winnipeg, Manitoba, Canada	$559M	+$91.7M	8	1.91%	Increased
192	Natixis Paris, France	$558M	-$159M	7	6.7%	Reduced
193	Jensen Investment Management Lake Oswego, Oregon	$556M	-$23M	4	8.38%	Reduced
194	WBC Westpac Banking Corp Sydney, Australia	$556M	-$13.2M	11	5.36%	Reduced
195	KBC Group Brussels, Belgium	$544M	+$68.4M	10	6.21%	Increased
196	Vontobel Asset Management New York	$543M	+$6.13M	3	5.48%	Increased
197	CCM Cantillon Capital Management New York	$536M	+$60.2M	1	12.42%	Increased
198	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$535M	+$122M	9	3.22%	Increased
199	CI Investments Inc Toronto, Ontario, Canada	$527M	-$56.2M	5	5.21%	Reduced
200	Flossbach Von Storch Cologne, Germany	$522M	-$92.5M	5	12.5%	Reduced