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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	First Manhattan New York	$966M	-$2.94M	13	5.74%	Reduced
177	Gateway Investment Advisers Cincinnati, Ohio	$951M	-$14.6M	10	8.72%	Reduced
178	Pzena Investment Management New York	$950M	-$18.2M	3	5.36%	Reduced
179	AMF Tjänstepension Stockholm, Sweden	$949M	-$8.9M	6	10.84%	Reduced
180	DSM Capital Partners Palm Beach Gardens, Florida	$941M	-$49.3M	3	15.36%	Reduced
181	PCM Primavera Capital Management George Town, Cayman Islands	$920M	$0	1	52.19%	Maintained
182	Aperio Group Sausalito, California	$913M	+$35.4M	13	6.24%	Increased
183	Luther King Capital Management (LKCM) Fort Worth, Texas	$904M	+$23.9M	7	8.31%	Increased
184	Jensen Investment Management Lake Oswego, Oregon	$893M	-$1.15M	4	12.51%	Reduced
185	DnB Asset Management Oslo, Norway	$886M	+$69M	11	13.93%	Increased
186	Glenmede Trust Philadelphia, Pennsylvania	$882M	+$32.4M	13	4.21%	Increased
187	Flossbach Von Storch Cologne, Germany	$878M	+$19.6M	6	13.46%	Increased
188	Harding Loevner Bridgewater, New Jersey	$842M	-$29.8M	4	5.49%	Reduced
189	CCMH Cornerstone Capital Management Holdings New York	$840M	-$48.3M	13	6.48%	Reduced
190	Mackenzie Financial Toronto Ontario, Ontario, Canada	$827M	+$45.3M	9	4.84%	Increased
191	PointState Capital New York	$826M	+$626M	4	8.62%	Increased
192	KeyBank National Association Cleveland, Ohio	$821M	-$5.31M	10	4.93%	Reduced
193	Causeway Capital Management Los Angeles, California	$820M	+$55.6M	3	11.11%	Increased
194	Lord, Abbett & Co Jersey City, New Jersey	$807M	+$43.8M	9	2.41%	Increased
195	LSV Asset Management Chicago, Illinois	$803M	-$323M	9	1.46%	Reduced
196	BNP Paribas Asset Management Paris, France	$797M	+$69.6M	13	7.31%	Increased
197	C WorldWide Group Copenhagen, Denmark	$795M	+$78.2M	5	13.45%	Increased
198	CIBC World Markets New York	$792M	-$202M	10	6.44%	Reduced
199	William Blair & Company Chicago, Illinois	$792M	+$71.3M	14	6.38%	Increased
200	TCW Group Los Angeles, California	$791M	-$179M	7	6.6%	Reduced