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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
201	MAM Myriad Asset Management North Point, Hong Kong	$616M	+$590M	2	67.72%	Increased
202	IVA International Value Advisers	$612M	-$23.3M	4	13.87%	Reduced
203	CS Cisco Systems San Jose, California	$610M	$0	1	65.21%	Maintained
204	BNP Paribas Asset Management Paris, France	$605M	-$3.39M	10	4.9%	Reduced
205	Two Sigma Investments New York	$579M	+$266M	10	2.59%	Increased
206	I.G. Investment Management Winnipeg, Manitoba, Canada	$567M	-$6.7M	8	2.03%	Reduced
207	WBC Westpac Banking Corp Sydney, Australia	$564M	+$6.97M	12	5.5%	Increased
208	Generation Investment Management London, United Kingdom	$562M	+$31.6M	3	8.76%	Increased
209	Jensen Investment Management Lake Oswego, Oregon	$553M	-$19.1M	4	8.77%	Reduced
210	HCM Highfields Capital Management Boston, Massachusetts	$550M	+$65.6M	3	4.29%	Increased
211	CI Investments Inc Toronto, Ontario, Canada	$546M	+$696K	5	5.7%	Increased
212	Diamond Hill Capital Management Columbus, Ohio	$536M	+$18.1M	2	4.14%	Increased
213	FC Fairpointe Capital Chicago, Illinois	$534M	+$17.1M	4	7.14%	Increased
214	CCM Cantillon Capital Management New York	$534M	-$5.05M	1	12.06%	Reduced
215	1832 Asset Management Toronto, Ontario, Canada	$532M	-$111M	5	1.74%	Reduced
216	SEI Trust Company Oaks, Pennsylvania	$522M	+$30.6M	10	5.05%	Increased
217	Lord, Abbett & Co Jersey City, New Jersey	$521M	+$54.3M	9	1.31%	Increased
218	Sentry Investments Toronto, Ontario, Canada	$514M	-$155M	4	6.47%	Reduced
219	Flossbach Von Storch Cologne, Germany	$513M	-$39.3M	4	11.14%	Reduced
220	Soros Fund Management New York	$511M	+$296M	3	3.82%	Increased
221	Sarasin & Partners London, United Kingdom	$492M	+$142M	4	6.77%	Increased
222	PGGM Investments Zeist, Netherlands	$490M	-$11.5M	4	2.32%	Reduced
223	Rockefeller Financial Services New York	$487M	+$29.6M	6	10.86%	Increased
224	ProShare Advisors Bethesda, Maryland	$483M	+$42.2M	11	6.4%	Increased
225	HCM Holland Capital Management Chicago, Illinois	$475M	+$30.7M	4	10.25%	Increased