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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
301	Zevenbergen Capital Investments Edmonds, Washington	$230M	+$222M	2	9.32%	New
302	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$230M	+$247M	3	1.4%	New
303	Fort Washington Investment Advisors Cincinnati, Ohio	$229M	+$231M	6	5.27%	New
304	JCG JHL Capital Group Chicago, Illinois	$226M	+$213M	2	35.17%	New
305	Royal London Asset Management United Kingdom	$225M	+$224M	9	6.57%	New
306	Brandywine Global Investment Management Philadelphia, Pennsylvania	$224M	+$222M	3	2.31%	New
307	Mitsubishi UFJ Asset Management Tokyo, Japan	$221M	+$220M	10	6.28%	New
308	DnB Asset Management Oslo, Norway	$220M	+$216M	4	6.51%	New
309	Regions Financial Corp Birmingham, Alabama	$219M	+$220M	8	2.98%	New
310	Appaloosa Management Miami Beach, Florida	$218M	+$209M	3	3.15%	New
311	PIM Profit Investment Management North Bethesda, Maryland	$216M	+$215M	8	10.45%	New
312	PIA Piedmont Investment Advisors Durham, North Carolina	$214M	+$209M	7	9.6%	New
313	Capital International Inc Los Angeles, California	$214M	+$205M	4	7.77%	New
314	USSCPF United States Steel & Carnegie Pension Fund New York	$213M	+$204M	2	4.79%	New
315	Raymond James & Associates St Petersburg, Florida	$212M	+$209M	9	2%	New
316	PTC Provident Trust Company Waukesha, Wisconsin	$211M	+$214M	2	16.68%	New
317	LCS Levin Capital Strategies New York	$211M	+$217M	6	3.8%	New
318	Davenport & Co Richmond, Virginia	$208M	+$204M	5	4.58%	New
319	Glenview Capital Management New York	$207M	+$198M	2	1.9%	New
320	Mawer Investment Management Calgary, Alberta, Canada	$203M	+$210M	4	7.56%	New
321	SCCM Schafer Cullen Capital Management New York	$201M	+$191M	2	2.4%	New
322	Santa Barbara Asset Management Los Angeles, California	$199M	+$200M	2	5.2%	New
323	Vontobel Asset Management New York	$199M	+$191M	4	2.55%	New
324	Bahl & Gaynor Cincinnati, Ohio	$198M	+$198M	4	3.75%	New
325	AGF Investments Inc Toronto, Ontario, Canada	$198M	+$207M	4	2.29%	New