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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	Lord, Abbett & Co Jersey City, New Jersey	$1.49B	+$99.8M	10	4.13%	Increased
177	ACI AMP Capital Investors Sydney, Australia	$1.48B	-$26.5M	12	8.07%	Reduced
178	Jane Street New York	$1.48B	+$336M	20	2.93%	Increased
179	C WorldWide Group Copenhagen, Denmark	$1.44B	-$1.29M	5	18.45%	Reduced
180	Epoch Investment Partners New York	$1.44B	-$120M	4	5.45%	Reduced
181	Independent Franchise Partners London, United Kingdom	$1.41B	-$462M	2	13.55%	Reduced
182	LPU Lansdowne Partners (UK) London, United Kingdom	$1.4B	-$580M	4	14.72%	Reduced
183	Gateway Investment Advisers Cincinnati, Ohio	$1.39B	-$17M	11	11.66%	Reduced
184	Fundsmith LLP London, United Kingdom	$1.38B	+$1.31B	1	9.26%	New
185	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.37B	+$102M	10	5.45%	Increased
186	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.37B	-$14.1M	9	10.34%	Reduced
187	First Manhattan New York	$1.36B	-$64.1M	12	7.25%	Reduced
188	Alkeon Capital Management New York	$1.36B	-$30.9M	6	6.41%	Reduced
189	Man Group London, United Kingdom	$1.34B	+$203M	20	4.9%	Increased
190	Harding Loevner Bridgewater, New Jersey	$1.33B	+$297M	5	6.92%	Increased
191	AMF Tjänstepension Stockholm, Sweden	$1.31B	+$16.9M	5	11.94%	Increased
192	Mirae Asset Global Investments Seoul, South Korea	$1.3B	+$162M	16	9.63%	Increased
193	USS Investment Management London, United Kingdom	$1.29B	+$61.8M	6	13%	Increased
194	LSV Asset Management Chicago, Illinois	$1.28B	+$220M	10	1.92%	Increased
195	Bank of Nova Scotia Toronto, Ontario, Canada	$1.28B	+$378M	14	5.7%	Increased
196	Whale Rock Capital Management Boston, Massachusetts	$1.28B	-$3.32M	6	28.48%	Reduced
197	Westfield Capital Management Boston, Massachusetts	$1.28B	-$62.5M	7	8.96%	Reduced
198	Nomura Asset Management Tokyo, Japan	$1.26B	-$8.4M	13	12.26%	Reduced
199	State of Michigan Retirement System Lansing, Michigan	$1.26B	+$12.5M	12	9.2%	Increased
200	Fort Washington Investment Advisors Cincinnati, Ohio	$1.24B	-$57.6M	6	12.2%	Reduced