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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	FC Fairpointe Capital Chicago, Illinois	$572M	-$241K	4	7.55%	Reduced
202	BNP Paribas Asset Management Paris, France	$569M	+$19.5M	10	4.34%	Increased
203	PGGM Investments Zeist, Netherlands	$563M	+$95.4M	5	2.67%	Increased
204	IVA International Value Advisers	$561M	-$3M	4	14.14%	Reduced
205	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$559M	+$105M	9	4.1%	Increased
206	MLICM Metropolitan Life Insurance Company (MetLife) New York	$558M	-$99.4M	11	4.1%	Reduced
207	AMF Tjänstepension Stockholm, Sweden	$556M	-$7.97M	5	6.99%	Reduced
208	SSM Sound Shore Management Greenwich, Connecticut	$547M	+$61.8M	3	8.75%	Increased
209	Magnetar Financial Evanston, Illinois	$544M	+$346M	3	9.31%	Increased
210	Fiduciary Management Inc Milwaukee, Wisconsin	$541M	-$8.32M	1	2.81%	Reduced
211	ProShare Advisors Bethesda, Maryland	$541M	-$32.3M	11	6.37%	Reduced
212	Jensen Investment Management Lake Oswego, Oregon	$539M	+$1.3M	4	8.24%	Increased
213	SH SeaTown Holdings Singapore	$534M	-$93.2M	1	53.22%	Reduced
214	Lord, Abbett & Co Jersey City, New Jersey	$527M	-$18.7M	8	1.33%	Reduced
215	Sarasin & Partners London, United Kingdom	$513M	-$34.5M	5	7.85%	Reduced
216	CCM Cantillon Capital Management New York	$505M	-$1.9M	1	9.88%	Reduced
217	Victory Capital Management San Antonio, Texas	$504M	-$4.97M	9	1.81%	Reduced
218	SAM Southeastern Asset Management Memphis, Tennessee	$501M	+$491M	1	3.14%	New
219	Capital Guardian Trust Los Angeles, California	$493M	-$291M	10	3.66%	Reduced
220	General Atlantic New York	$486M	-$59.6M	1	16.05%	Reduced
221	Rockefeller Financial Services New York	$480M	+$48.6M	7	10.37%	Increased
222	Cornerstone Investment Partners Atlanta, Georgia	$461M	-$213M	4	8.49%	Reduced
223	VFA Virtus Fund Advisers Hartford, Connecticut	$459M	+$58.2M	6	3.44%	Increased
224	CS Cisco Systems San Jose, California	$459M	-$73.6M	1	57.91%	Reduced
225	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$453M	+$24.5M	4	3.02%	Increased