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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	DnB Asset Management Oslo, Norway	$749M	+$93.1M	11	13.74%	Increased
202	Commerzbank Aktiengesellschaft Frankfurt, Germany	$747M	+$122M	12	10.98%	Increased
203	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$746M	+$85.9M	12	2.21%	Increased
204	State of Michigan Retirement System Lansing, Michigan	$745M	-$82.2M	10	5.91%	Reduced
205	Los Angeles Capital Management Los Angeles, California	$726M	-$13.7M	11	5.68%	Reduced
206	Carmignac Gestion Paris, France	$724M	-$949M	3	5.63%	Reduced
207	SAM Southeastern Asset Management Memphis, Tennessee	$723M	-$108M	1	6.98%	Reduced
208	Lord, Abbett & Co Jersey City, New Jersey	$721M	-$125M	10	2.19%	Reduced
209	MLICM Metropolitan Life Insurance Company (MetLife) New York	$715M	-$19.9M	14	5.14%	Reduced
210	Alkeon Capital Management New York	$708M	-$114M	4	13.95%	Reduced
211	Mackenzie Financial Toronto Ontario, Ontario, Canada	$694M	+$66.5M	9	4.16%	Increased
212	Westfield Capital Management Boston, Massachusetts	$693M	-$110M	5	6.08%	Reduced
213	Causeway Capital Management Los Angeles, California	$677M	+$26.1M	3	11.84%	Increased
214	Findlay Park Partners London, United Kingdom	$668M	+$44M	2	8.13%	Increased
215	William Blair & Company Chicago, Illinois	$663M	+$19.6M	12	5.93%	Increased
216	SSM Sound Shore Management Greenwich, Connecticut	$662M	+$22.2M	5	11.4%	Increased
217	Zurich Cantonal Bank Zurich, Switzerland	$661M	-$42.7M	15	6.83%	Reduced
218	HCM Highfields Capital Management Boston, Massachusetts	$659M	-$315M	3	5.47%	Reduced
219	Nuveen Charlotte, North Carolina	$659M	+$81.5M	12	3.35%	Increased
220	Thomaspartners Boston, Massachusetts	$658M	+$41.1M	3	7.13%	Increased
221	BNP Paribas Asset Management Paris, France	$655M	-$96M	13	6.29%	Reduced
222	Diamond Hill Capital Management Columbus, Ohio	$650M	-$64.7M	5	3.77%	Reduced
223	Fundsmith LLP London, United Kingdom	$642M	+$15.2M	1	8.45%	Increased
224	Factory Mutual Insurance Waltham, Massachusetts	$638M	+$2.42M	6	7.57%	Increased
225	KBC Group Brussels, Belgium	$635M	+$130M	12	6.29%	Increased