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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	CCMH Cornerstone Capital Management Holdings New York	$919M	+$31.6M	13	7.21%	Increased
202	KBC Group Brussels, Belgium	$912M	+$8.79M	13	8.27%	Increased
203	Maverick Capital Dallas, Texas	$896M	+$305M	8	11.36%	Increased
204	Causeway Capital Management Los Angeles, California	$895M	-$33.8M	3	10.05%	Reduced
205	Egerton Capital (UK) London, United Kingdom	$889M	+$465M	2	7.95%	Increased
206	Hermes Investment Management London Uk, United Kingdom	$880M	+$3.08M	5	13.2%	Increased
207	Diamond Hill Capital Management Columbus, Ohio	$875M	+$15.8M	4	4.61%	Increased
208	BNP Paribas Asset Management Paris, France	$875M	-$5.14M	14	7.4%	Reduced
209	Longview Partners St Peter Port, Guernsey	$872M	+$88.7M	1	4.71%	Increased
210	KeyBank National Association Cleveland, Ohio	$864M	-$8.72M	12	5.12%	Reduced
211	TCW Group Los Angeles, California	$861M	-$22.9M	9	6.84%	Reduced
212	Thomaspartners Boston, Massachusetts	$861M	+$56.4M	3	6.88%	Increased
213	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$859M	+$32M	12	2.76%	Increased
214	Lord, Abbett & Co Jersey City, New Jersey	$856M	-$65.1M	12	2.5%	Reduced
215	Two Sigma Advisers New York	$849M	-$5.54M	17	2.41%	Reduced
216	Fayez Sarofim & Co Houston, Texas	$842M	+$45.1M	6	4.43%	Increased
217	USS Investment Management London, United Kingdom	$839M	+$7.46M	5	6.48%	Increased
218	Robeco Institutional Asset Management Rotterdam, Netherlands	$835M	-$11.9M	12	5.19%	Reduced
219	Zurich Cantonal Bank Zurich, Switzerland	$828M	+$1.09M	17	7.7%	Increased
220	State of Michigan Retirement System Lansing, Michigan	$820M	-$55.1M	11	6.64%	Reduced
221	MLICM Metropolitan Life Insurance Company (MetLife) New York	$819M	-$12.4M	16	5.13%	Reduced
222	Fundsmith LLP London, United Kingdom	$818M	+$26M	1	7.92%	Increased
223	Calamos Advisors Naperville, Illinois	$817M	+$9.11M	13	6.32%	Increased
224	Mackenzie Financial Toronto Ontario, Ontario, Canada	$813M	-$39.9M	10	4.38%	Reduced
225	ProShare Advisors Bethesda, Maryland	$805M	+$73.9M	12	7.4%	Increased