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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	BNP Paribas Asset Management Paris, France	$569M	-$14.6M	11	4.61%	Reduced
202	PIM Platinum Investment Management Sydney Australia 2000, Australia	$560M	-$130M	4	11.29%	Reduced
203	Jensen Investment Management Lake Oswego, Oregon	$559M	+$17.9M	5	8.93%	Increased
204	ING Group Amsterdam, Netherlands	$558M	-$226M	6	3.03%	Reduced
205	Korea Investment Corp Seoul, South Korea	$558M	-$51.6M	9	4.76%	Reduced
206	IVA International Value Advisers	$539M	+$15.5M	4	13.94%	Increased
207	WBC Westpac Banking Corp Sydney, Australia	$531M	-$18.9M	11	5.2%	Reduced
208	Raymond James & Associates St Petersburg, Florida	$531M	+$96.3M	10	2.04%	Increased
209	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$530M	-$246M	10	2.5%	Reduced
210	AMF Tjänstepension Stockholm, Sweden	$515M	-$26.7M	5	7.15%	Reduced
211	Lord, Abbett & Co Jersey City, New Jersey	$515M	-$17.2M	6	1.36%	Reduced
212	FC Fairpointe Capital Chicago, Illinois	$511M	+$2.86M	4	7.11%	Increased
213	Rockefeller Financial Services New York	$507M	+$33.8M	6	10.52%	Increased
214	DSM Capital Partners Palm Beach Gardens, Florida	$505M	+$72.3M	2	8.61%	Increased
215	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$482M	+$57.7M	9	3.49%	Increased
216	TGA Trilogy Global Advisors Winter Park, Florida	$476M	+$54.4M	5	9.89%	Increased
217	Westfield Capital Management Boston, Massachusetts	$475M	-$126M	4	2.9%	Reduced
218	CCM Cantillon Capital Management New York	$473M	-$15.2M	1	9.44%	Reduced
219	GGHC Gilder Gagnon Howe & Co New York	$470M	-$2.29M	4	6.17%	Reduced
220	Millennium Management New York	$462M	+$26M	12	0.87%	Increased
221	TSU TD Securities (USA) New York	$458M	+$50.7M	8	6.2%	Increased
222	DnB Asset Management Oslo, Norway	$457M	+$35.9M	7	10.08%	Increased
223	CS Cisco Systems San Jose, California	$457M	-$24M	1	99.49%	Reduced
224	Nuveen Charlotte, North Carolina	$450M	+$2.45M	8	2.42%	Increased
225	Sarasin & Partners London, United Kingdom	$450M	-$80.8M	5	7.38%	Reduced