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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	Fiduciary Management Inc Milwaukee, Wisconsin	$574M	-$4.65M	1	3.18%	Reduced
202	Raymond James & Associates St Petersburg, Florida	$564M	+$22.2M	10	2.3%	Increased
203	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$563M	+$47.8M	9	5.04%	Increased
204	AMF Tjänstepension Stockholm, Sweden	$556M	-$5.37M	5	8.42%	Reduced
205	CCM Cantillon Capital Management New York	$555M	-$710K	1	11.84%	Reduced
206	DSM Capital Partners Palm Beach Gardens, Florida	$553M	+$89.8M	2	10.3%	Increased
207	TCM Tybourne Capital Management Hong Kong	$553M	+$365M	2	38.94%	Increased
208	ProShare Advisors Bethesda, Maryland	$548M	+$77.9M	8	7.7%	Increased
209	Janus Henderson Group London,	$545M	-$378M	9	4.8%	Reduced
210	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$538M	+$85.7M	8	6.8%	Increased
211	Jensen Investment Management Lake Oswego, Oregon	$535M	+$5.1M	5	9.42%	Increased
212	Westfield Capital Management Boston, Massachusetts	$532M	+$319K	4	3.76%	Increased
213	Rockefeller Financial Services New York	$530M	+$24M	7	10.77%	Increased
214	Brandywine Global Investment Management Philadelphia, Pennsylvania	$529M	+$209M	4	3.45%	Increased
215	Renaissance Technologies New York	$526M	-$427M	9	1.25%	Reduced
216	IVA International Value Advisers	$520M	+$27.1M	4	13.63%	Increased
217	Stifel Financial St. Louis, Missouri	$518M	-$126M	12	2.91%	Reduced
218	William Blair & Company Chicago, Illinois	$508M	-$844M	9	4.4%	Reduced
219	EPCM Eton Park Capital Management New York	$507M	-$163M	2	8.84%	Reduced
220	Institutional Capital Chicago, Illinois	$507M	-$395M	2	4.23%	Reduced
221	CCMH Cornerstone Capital Management Holdings New York	$493M	+$42.8M	8	4.59%	Increased
222	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$491M	+$116M	5	10.02%	Increased
223	SSM Sound Shore Management Greenwich, Connecticut	$486M	+$95.3M	3	9.14%	Increased
224	Calamos Advisors Naperville, Illinois	$485M	-$274M	8	3.34%	Reduced
225	DekaBank Deutsche Girozentrale Frankfurt, Germany	$469M	+$17M	10	5.72%	Increased