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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	Soroban Capital Partners New York	$1B	+$195M	2	4.14%	Increased
202	Fort Washington Investment Advisors Cincinnati, Ohio	$998M	+$188M	6	9.89%	Increased
203	Diamond Hill Capital Management Columbus, Ohio	$992M	+$18.2M	4	4.97%	Increased
204	Zurich Cantonal Bank Zurich, Switzerland	$970M	+$49.4M	17	8.62%	Increased
205	PIM Platinum Investment Management Sydney Australia 2000, Australia	$966M	-$112M	6	25.62%	Reduced
206	Nomura Asset Management Tokyo, Japan	$963M	+$176M	13	11.14%	Increased
207	KBC Group Brussels, Belgium	$962M	-$44.7M	14	8.22%	Reduced
208	Fundsmith LLP London, United Kingdom	$949M	+$1.22M	1	8.13%	Increased
209	Millennium Management New York	$948M	+$179M	22	1.31%	Increased
210	Nomura Holdings Tokyo, Japan	$944M	+$449M	14	1.68%	Increased
211	Thomaspartners Boston, Massachusetts	$940M	+$18.3M	3	6.87%	Increased
212	Longview Partners St Peter Port, Guernsey	$936M	+$86.9M	1	4.9%	Increased
213	KeyBank National Association Cleveland, Ohio	$928M	-$33.7M	11	5.32%	Reduced
214	TCW Group Los Angeles, California	$923M	-$50.6M	8	7.43%	Reduced
215	BNP Paribas Asset Management Paris, France	$905M	-$54.7M	14	7.72%	Reduced
216	Acadian Asset Management Boston, Massachusetts	$900M	-$249M	18	3.9%	Reduced
217	Carmignac Gestion Paris, France	$897M	+$606M	2	5.96%	Increased
218	State of Michigan Retirement System Lansing, Michigan	$897M	-$20.6M	11	7.07%	Reduced
219	USS Investment Management London, United Kingdom	$894M	-$5.77M	5	10.41%	Reduced
220	Causeway Capital Management Los Angeles, California	$892M	-$38.5M	3	9.46%	Reduced
221	Fayez Sarofim & Co Houston, Texas	$892M	-$48.2M	6	4.62%	Reduced
222	Calamos Advisors Naperville, Illinois	$886M	-$34.3M	11	4.52%	Reduced
223	Findlay Park Partners London, United Kingdom	$876M	-$195M	2	8.33%	Reduced
224	Natixis Advisors Boston, Massachusetts	$868M	+$4.39M	12	8.84%	Increased
225	Westfield Capital Management Boston, Massachusetts	$855M	-$57.3M	5	6.53%	Reduced