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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	Parnassus Investments San Francisco, California	$600M	+$403M	3	4.53%	Increased
202	Stifel Financial St. Louis, Missouri	$597M	+$236M	11	3.32%	Increased
203	Harding Loevner Bridgewater, New Jersey	$593M	-$91.4M	3	4.77%	Reduced
204	IVA International Value Advisers	$586M	-$77.1M	4	13.36%	Reduced
205	Jensen Investment Management Lake Oswego, Oregon	$586M	-$11.5M	4	9.06%	Reduced
206	VVP Vulcan Value Partners Birmingham, Alabama	$586M	+$132M	1	6.64%	Increased
207	Korea Investment Corp Seoul, South Korea	$583M	-$37M	9	4.79%	Reduced
208	FC Fairpointe Capital Chicago, Illinois	$583M	-$4.44M	4	7.68%	Reduced
209	ProShare Advisors Bethesda, Maryland	$580M	+$120M	11	6.76%	Increased
210	HCM Highfields Capital Management Boston, Massachusetts	$574M	+$35.8M	2	4.88%	Increased
211	Luther King Capital Management (LKCM) Fort Worth, Texas	$568M	-$29M	9	4.58%	Reduced
212	WBC Westpac Banking Corp Sydney, Australia	$567M	+$5.07M	12	5.39%	Increased
213	AMF Tjänstepension Stockholm, Sweden	$558M	+$549M	5	7.04%	New
214	BNP Paribas Asset Management Paris, France	$552M	-$32.8M	10	4.45%	Reduced
215	CS Cisco Systems San Jose, California	$536M	$0	1	61.67%	Maintained
216	Lord, Abbett & Co Jersey City, New Jersey	$530M	+$47.8M	7	1.34%	Increased
217	KBC Group Brussels, Belgium	$515M	+$456M	10	6.14%	Increased
218	PGGM Investments Zeist, Netherlands	$513M	+$5.12M	4	2.3%	Increased
219	Los Angeles Capital Management Los Angeles, California	$508M	+$53.5M	8	4.66%	Increased
220	SSM Sound Shore Management Greenwich, Connecticut	$507M	+$174M	3	7.97%	Increased
221	Sarasin & Partners London, United Kingdom	$504M	+$50.7M	5	7.53%	Increased
222	Victory Capital Management San Antonio, Texas	$503M	+$203M	9	1.85%	Increased
223	SEI Investments Oaks, Pennsylvania	$503M	+$502M	11	4.44%	New
224	Two Sigma Advisers New York	$500M	+$167M	11	3.87%	Increased
225	Diamond Hill Capital Management Columbus, Ohio	$499M	+$800K	2	3.56%	Increased