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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
251	Hermes Investment Management London Uk, United Kingdom	$689M	-$244M	6	9.87%	Reduced
252	CAM ClariVest Asset Management San Diego, California	$686M	+$109M	10	11.8%	Increased
253	TPI Tesco Pension Investment London, United Kingdom	$680M	-$16.7M	4	18.02%	Reduced
254	GGHC Gilder Gagnon Howe & Co New York	$676M	-$95.3M	7	9.08%	Reduced
255	Burgundy Asset Management Toronto, Ontario, Canada	$658M	+$9.93M	2	5.98%	Increased
256	CCM Cantillon Capital Management New York	$655M	-$44.8M	2	7.76%	Reduced
257	Nuveen Charlotte, North Carolina	$655M	-$16.5M	14	4.19%	Reduced
258	Sustainable Growth Advisers Stamford, Connecticut	$651M	+$12M	3	7.63%	Increased
259	CBT Capital Bank & Trust Irvine, California	$649M	-$37.8M	13	8.88%	Reduced
260	Moore Capital Management New York	$647M	-$55.8M	7	11.78%	Reduced
261	Fiduciary Management Inc Milwaukee, Wisconsin	$645M	-$7.76M	2	3.96%	Reduced
262	Mawer Investment Management Calgary, Alberta, Canada	$641M	+$21M	5	5.3%	Increased
263	Numeric Investors Boston, Massachusetts	$640M	-$37.5M	12	4.65%	Reduced
264	MG Meritage Group San Francisco, California	$637M	-$362K	3	10.71%	Reduced
265	Whale Rock Capital Management Boston, Massachusetts	$636M	+$191M	4	29.45%	Increased
266	Harding Loevner Bridgewater, New Jersey	$632M	+$123M	6	3.59%	Increased
267	M&T Bank Buffalo, New York	$631M	+$1.53M	14	3.31%	Increased
268	SCM Steadfast Capital Management New York	$624M	-$11.1M	2	9.76%	Reduced
269	Manning & Napier Group Fairport, New York	$622M	+$605M	7	5.59%	New
270	Raymond James Financial Services Advisors St. Petersburg, Florida	$620M	+$13.9M	14	3.88%	Increased
271	Silver Lake Group Menlo Park, California	$619M	$0	1	16.52%	Maintained
272	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$617M	-$5.51M	5	3.59%	Reduced
273	WCM Investment Management Laguna Beach, California	$612M	+$14.2M	3	6.93%	Increased
274	Baird Financial Group Milwaukee, Wisconsin	$612M	-$487K	10	4.33%	Reduced
275	Fjarde Ap-fonden Stockholm, Sweden	$596M	+$91.4M	11	9.03%	Increased