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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	Parnassus Investments San Francisco, California	$907M	+$49.2M	4	4.48%	Increased
177	First Manhattan New York	$902M	+$5.22M	13	5.48%	Increased
178	AMF Tjänstepension Stockholm, Sweden	$895M	+$51.8M	6	10.42%	Increased
179	Pzena Investment Management New York	$890M	-$72.6M	3	5.08%	Reduced
180	Capital Guardian Trust Los Angeles, California	$890M	+$40.5M	14	6.98%	Increased
181	TCW Group Los Angeles, California	$888M	+$26.6M	10	6.68%	Increased
182	British Columbia Investment Management Victoria, British Columbia, Canada	$884M	+$98.2M	11	7.75%	Increased
183	Gateway Investment Advisers Cincinnati, Ohio	$883M	-$78.8M	10	8.26%	Reduced
184	VVP Vulcan Value Partners Birmingham, Alabama	$870M	+$11.5M	1	7.75%	Increased
185	DSM Capital Partners Palm Beach Gardens, Florida	$867M	-$10.7M	3	14.97%	Reduced
186	Renaissance Technologies New York	$851M	-$725M	14	1.35%	Reduced
187	Luther King Capital Management (LKCM) Fort Worth, Texas	$819M	+$12.6M	7	7.79%	Increased
188	CCMH Cornerstone Capital Management Holdings New York	$817M	-$15.6M	13	6.3%	Reduced
189	Jensen Investment Management Lake Oswego, Oregon	$817M	+$49.1M	4	11.96%	Increased
190	Aperio Group Sausalito, California	$804M	-$22.6K	12	6.15%	Reduced
191	Harding Loevner Bridgewater, New Jersey	$798M	-$116M	4	5.58%	Reduced
192	Flossbach Von Storch Cologne, Germany	$798M	-$20.9M	5	12.94%	Reduced
193	CI Investments Inc Toronto, Ontario, Canada	$795M	+$76.8M	8	8.7%	Increased
194	Egerton Capital (UK) London, United Kingdom	$789M	-$12M	2	9.6%	Reduced
195	Acadian Asset Management Boston, Massachusetts	$786M	-$196M	15	3.82%	Reduced
196	Glenmede Trust Philadelphia, Pennsylvania	$773M	+$5.92M	14	4.2%	Increased
197	NC Northern Cross Boston, Massachusetts	$764M	-$30.4M	1	11.31%	Reduced
198	Calamos Advisors Naperville, Illinois	$758M	-$263M	11	6.03%	Reduced
199	KeyBank National Association Cleveland, Ohio	$755M	-$2.84M	10	4.71%	Reduced
200	PCM Primavera Capital Management George Town, Cayman Islands	$749M	$0	1	47.46%	Maintained