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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	Pendal Group Sydney, Australia	$1.24B	-$164M	12	16.79%	Reduced
202	Flossbach Von Storch Cologne, Germany	$1.23B	-$231M	6	11.26%	Reduced
203	KBC Group Brussels, Belgium	$1.23B	+$177M	14	9.27%	Increased
204	KeyBank National Association Cleveland, Ohio	$1.21B	-$24.1M	12	6.73%	Reduced
205	Pzena Investment Management New York	$1.18B	+$3.16M	3	5.76%	Increased
206	Yacktman Asset Management Austin, Texas	$1.17B	-$41.3M	2	14.05%	Reduced
207	Calamos Advisors Naperville, Illinois	$1.17B	+$10.2M	12	6.41%	Increased
208	Teacher Retirement System of Texas Austin, Texas	$1.16B	-$242M	17	8.11%	Reduced
209	Zurich Cantonal Bank Zurich, Switzerland	$1.16B	-$59.3M	18	9.82%	Reduced
210	Fayez Sarofim & Co Houston, Texas	$1.16B	-$12.3M	6	6.04%	Reduced
211	Factory Mutual Insurance Waltham, Massachusetts	$1.15B	+$21.2M	6	11.95%	Increased
212	Royal London Asset Management United Kingdom	$1.15B	-$11.7M	8	11.78%	Reduced
213	JP Morgan Private Wealth Advisors San Francisco, California	$1.15B	+$19.7M	17	5.59%	Increased
214	BNP Paribas Asset Management Paris, France	$1.14B	+$73M	13	8.77%	Increased
215	Third Point New York	$1.14B	+$209M	2	7.94%	Increased
216	Findlay Park Partners London, United Kingdom	$1.12B	-$65.3M	2	9.92%	Reduced
217	Charles Schwab Investment Advisory San Francisco, California	$1.11B	+$3.67M	3	1.91%	Increased
218	CI Investments Inc Toronto, Ontario, Canada	$1.1B	-$165M	10	8.25%	Reduced
219	Jensen Investment Management Lake Oswego, Oregon	$1.1B	-$2.91M	5	13.73%	Reduced
220	Generation Investment Management London, United Kingdom	$1.06B	+$99.6M	3	8.43%	Increased
221	Parnassus Investments San Francisco, California	$1.05B	-$1.18M	2	4%	Reduced
222	Raymond James Financial Services Advisors St. Petersburg, Florida	$1.04B	+$71.3M	18	4.71%	Increased
223	Natixis Advisors Boston, Massachusetts	$1.04B	+$42.4M	12	9.18%	Increased
224	Two Sigma Investments New York	$1.04B	-$133M	18	2.83%	Reduced
225	Fifth Third Bancorp Cincinnati, Ohio	$1.04B	+$11.9M	16	6.6%	Increased