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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	Sustainable Growth Advisers Stamford, Connecticut	$1.56B	+$29.1M	5	15.65%	Increased
177	Fiera Capital (Canada) Montreal, Quebec, Canada	$1.54B	+$76.8M	9	5.75%	Increased
178	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.54B	+$294M	14	12.99%	Increased
179	NN Investment Partners Holdings The Hague, Netherlands	$1.52B	-$51.5M	13	11.92%	Reduced
180	First Manhattan New York	$1.52B	+$1.14M	14	8.35%	Increased
181	Baird Financial Group Milwaukee, Wisconsin	$1.51B	+$15.8M	13	5.97%	Increased
182	ACI AMP Capital Investors Sydney, Australia	$1.51B	-$27.9M	15	8.43%	Reduced
183	GQG Partners Ft. Lauderdale, Florida	$1.5B	+$228M	5	15.28%	Increased
184	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.48B	+$8.77M	10	10.79%	Increased
185	Jensen Investment Management Lake Oswego, Oregon	$1.46B	+$106M	5	15.63%	Increased
186	Fayez Sarofim & Co Houston, Texas	$1.45B	+$51.3M	7	7.45%	Increased
187	AustralianSuper Melbourne, Australia	$1.43B	-$1.29M	7	13.54%	Reduced
188	Mirae Asset Global Investments Seoul, South Korea	$1.43B	+$7.51M	18	9.92%	Increased
189	CI Investments Inc Toronto, Ontario, Canada	$1.41B	+$209M	9	7.29%	Increased
190	D1 Capital Partners New York	$1.39B	+$226M	3	19.25%	Increased
191	Calamos Advisors Naperville, Illinois	$1.38B	+$29.4M	9	7.5%	Increased
192	Acadian Asset Management Boston, Massachusetts	$1.37B	+$320M	17	5.86%	Increased
193	KBC Group Brussels, Belgium	$1.36B	+$58.8M	17	9.99%	Increased
194	LSV Asset Management Chicago, Illinois	$1.36B	-$5.03M	10	2.25%	Reduced
195	BNP Paribas Asset Management Paris, France	$1.35B	+$3.38M	14	10.37%	Increased
196	Envestnet Asset Management Chicago, Illinois	$1.33B	+$79.4M	19	1.46%	Increased
197	Maverick Capital Dallas, Texas	$1.33B	+$178M	7	19.5%	Increased
198	DekaBank Deutsche Girozentrale Frankfurt, Germany	$1.33B	-$672M	9	8.23%	Reduced
199	Independent Franchise Partners London, United Kingdom	$1.32B	-$106M	2	13.41%	Reduced
200	Nomura Asset Management Tokyo, Japan	$1.29B	+$22.5M	16	12.31%	Increased