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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	$1.23B	+$346M	4	5.34%	Increased
177	USS Investment Management London, United Kingdom	$1.22B	+$143M	5	15.09%	Increased
178	First Pacific Advisors El Segundo, California	$1.22B	-$221M	6	11.6%	Reduced
179	First Manhattan New York	$1.19B	-$2.85M	13	7.38%	Reduced
180	Gateway Investment Advisers Cincinnati, Ohio	$1.18B	+$27.5M	11	11.2%	Increased
181	C WorldWide Group Copenhagen, Denmark	$1.17B	+$1.5M	5	16.97%	Increased
182	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.17B	-$25.3M	8	5.3%	Reduced
183	Epoch Investment Partners New York	$1.17B	-$98.8M	4	5.44%	Reduced
184	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.13B	-$3.87M	9	10.06%	Reduced
185	Flossbach Von Storch Cologne, Germany	$1.12B	+$67.3M	6	10.62%	Increased
186	Maverick Capital Dallas, Texas	$1.11B	+$399M	7	16.33%	Increased
187	Whale Rock Capital Management Boston, Massachusetts	$1.11B	-$20M	6	35.19%	Reduced
188	Glenview Capital Management New York	$1.08B	+$434M	3	10.49%	Increased
189	Independent Franchise Partners London, United Kingdom	$1.07B	-$187M	2	13.13%	Reduced
190	Alkeon Capital Management New York	$1.06B	-$61.1M	4	6.92%	Reduced
191	Westfield Capital Management Boston, Massachusetts	$1.06B	+$287K	8	9.07%	Increased
192	Lord, Abbett & Co Jersey City, New Jersey	$1.05B	-$219M	10	3.85%	Reduced
193	LSV Asset Management Chicago, Illinois	$1.05B	+$80.9M	10	1.87%	Increased
194	Fort Washington Investment Advisors Cincinnati, Ohio	$1.04B	+$4.26M	7	12.71%	Increased
195	Calamos Advisors Naperville, Illinois	$1.03B	+$62.6M	10	6.82%	Increased
196	BNP Paribas Asset Management Paris, France	$1.03B	+$87.9M	14	9.5%	Increased
197	Yacktman Asset Management Austin, Texas	$1.02B	-$13.9M	2	12.99%	Reduced
198	Fayez Sarofim & Co Houston, Texas	$1.02B	+$16.8M	6	6.12%	Increased
199	Mirae Asset Global Investments Seoul, South Korea	$1.01B	-$68.7M	16	9.14%	Reduced
200	Two Sigma Advisers New York	$1B	-$866M	19	2.74%	Reduced