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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	KeyBank National Association Cleveland, Ohio	$1B	-$6.5M	12	6.55%	Reduced
202	Generation Investment Management London, United Kingdom	$1B	+$58.1M	3	8.39%	Increased
203	Sustainable Growth Advisers Stamford, Connecticut	$997M	+$173M	4	12.9%	Increased
204	Factory Mutual Insurance Waltham, Massachusetts	$991M	+$28.5M	6	12.72%	Increased
205	Nomura Asset Management Tokyo, Japan	$986M	-$70.6M	13	11.02%	Reduced
206	Findlay Park Partners London, United Kingdom	$985M	+$524K	2	9.35%	Increased
207	Zurich Cantonal Bank Zurich, Switzerland	$975M	+$13.8M	18	9.81%	Increased
208	Jensen Investment Management Lake Oswego, Oregon	$973M	+$7.39M	5	13.76%	Increased
209	Man Group London, United Kingdom	$971M	-$156M	17	4.32%	Reduced
210	D1 Capital Partners New York	$967M	+$1.04B	3	18.56%	New
211	Natixis Paris, France	$965M	-$473M	11	7.95%	Reduced
212	British Columbia Investment Management Victoria, British Columbia, Canada	$963M	+$116M	12	8.59%	Increased
213	MSL Mackay Shields LLC New York	$958M	+$241M	15	7.78%	Increased
214	CI Investments Inc Toronto, Ontario, Canada	$958M	+$16.3M	8	6.19%	Increased
215	Susquehanna International Group Bala Cynwyd, Pennsylvania	$956M	-$1.3B	16	0.38%	Reduced
216	Pzena Investment Management New York	$950M	-$53.3M	3	5.55%	Reduced
217	JP Morgan Private Wealth Advisors San Francisco, California	$945M	-$16.2M	18	5.74%	Reduced
218	Charles Schwab Investment Advisory San Francisco, California	$934M	+$5.34M	3	1.77%	Increased
219	Glenmede Trust Philadelphia, Pennsylvania	$926M	-$716M	18	4.52%	Reduced
220	CIBC World Markets New York	$923M	+$73M	10	8.59%	Increased
221	AustralianSuper Melbourne, Australia	$905M	+$278M	5	14.07%	Increased
222	Farallon Capital Management San Francisco, California	$888M	+$306M	3	6.51%	Increased
223	Raymond James Financial Services Advisors St. Petersburg, Florida	$873M	+$1.06M	16	4.6%	Increased
224	MG Meritage Group San Francisco, California	$870M	+$271M	4	20.57%	Increased
225	Longview Partners St Peter Port, Guernsey	$861M	-$17.1M	1	4.58%	Reduced