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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	Capital Fund Management (CFM) Paris, France	$234M	+$142M	5	3.24%	Increased
302	Jacobs Levy Equity Management Florham Park, New Jersey	$232M	-$26.8M	8	3.93%	Reduced
303	Zevenbergen Capital Investments Edmonds, Washington	$231M	-$13.8M	3	7.8%	Reduced
304	DnB Asset Management Oslo, Norway	$231M	+$9.52M	4	6.32%	Increased
305	GH GAM Holding Zurich, Switzerland	$230M	-$39.7M	10	4.3%	Reduced
306	KCM Kames Capital Management Edinburgh, United Kingdom	$228M	-$58.3M	5	7.04%	Reduced
307	Virginia Retirement Systems Richmond, Virginia	$228M	-$69.4M	9	4.88%	Reduced
308	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$226M	-$8.4M	2	4.1%	Reduced
309	CC Carlson Capital Dallas, Texas	$225M	+$25.8M	5	3.03%	Increased
310	Mawer Investment Management Calgary, Alberta, Canada	$217M	+$12.3M	3	3.49%	Increased
311	JC Joho Capital New York	$216M	-$36.2M	1	16.24%	Reduced
312	Millennium Management New York	$216M	+$14.9M	12	0.69%	Increased
313	PIM Profit Investment Management North Bethesda, Maryland	$216M	-$12.4M	7	8.83%	Reduced
314	Regions Financial Corp Birmingham, Alabama	$215M	-$5.09M	9	2.84%	Reduced
315	Madison Investment Holdings Madison, Wisconsin	$214M	-$22.4M	5	4.53%	Reduced
316	GTP Global Thematic Partners New York	$214M	+$29.2M	1	3.29%	Increased
317	Raymond James & Associates St Petersburg, Florida	$213M	+$1.43M	9	1.84%	Increased
318	CCM Criterion Capital Management San Francisco, California	$211M	-$48.5M	4	7.44%	Reduced
319	Aperio Group Sausalito, California	$209M	+$15.9M	9	4.03%	Increased
320	Nomura Asset Management Tokyo, Japan	$208M	-$25.4M	10	3.94%	Reduced
321	WP Wedgewood Partners St Louis, Missouri	$208M	+$21.1M	1	4.99%	Increased
322	ACM Andor Capital Management Rye Brook, New York	$208M	+$22.4M	2	15.46%	Increased
323	1919 Investment Counsel Baltimore, Maryland	$207M	+$6.48M	8	4.66%	Increased
324	Mirae Asset Global Investments Seoul, South Korea	$203M	+$26.2M	8	9.16%	Increased
325	JP Morgan Private Wealth Advisors San Francisco, California	$203M	+$4.12M	8	4.6%	Increased