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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
326	Bahl & Gaynor Cincinnati, Ohio	$352M	+$5.46M	7	4.3%	Increased
327	EP Elkfork Partners Portland, Oregon	$351M	+$350M	9	11.55%	New
328	Westwood Holdings Group Dallas, Texas	$346M	+$33.1M	6	2.82%	Increased
329	Atalanta Sosnoff Capital New York	$345M	-$30.1M	6	12.26%	Reduced
330	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$342M	-$76.4M	9	4.11%	Reduced
331	CS Cisco Systems San Jose, California	$341M	$0	1	73.65%	Maintained
332	Mitsubishi UFJ Asset Management Tokyo, Japan	$340M	+$2.76M	12	8.27%	Increased
333	Hosking Partners London, United Kingdom	$340M	-$11.6M	6	10.89%	Reduced
334	WCM Investment Management Laguna Beach, California	$338M	+$20.8M	3	4.08%	Increased
335	Fjarde Ap-fonden Stockholm, Sweden	$338M	-$35.2M	10	7.92%	Reduced
336	Third Point New York	$337M	-$375M	1	3.31%	Reduced
337	Candriam SCA Strassen, Luxembourg, Luxembourg	$334M	+$37.2M	11	7.67%	Increased
338	Sterling Capital Management Charlotte, North Carolina	$329M	-$19.3M	10	2.97%	Reduced
339	Nomura Holdings Tokyo, Japan	$328M	+$251M	15	0.83%	Increased
340	HCM Holland Capital Management Chicago, Illinois	$323M	-$5.68M	4	13.59%	Reduced
341	GC GMT Capital Atlanta, Georgia	$322M	-$45.1M	4	6.73%	Reduced
342	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$322M	+$4.83M	10	9.42%	Increased
343	Letko, Brosseau & Associates Montreal, Quebec, Canada	$321M	-$19.9M	4	2.94%	Reduced
344	HL Financial Services Louisville, Kentucky	$316M	+$14.4M	7	6.81%	Increased
345	Aristotle Capital Management Los Angeles, California	$314M	+$5.39M	1	2.97%	Increased
346	Whale Rock Capital Management Boston, Massachusetts	$311M	-$56.3M	4	25.08%	Reduced
347	Abrams Capital Management Boston, Massachusetts	$309M	$0	1	11.36%	Maintained
348	Commonwealth Equity Services Waltham, Massachusetts	$308M	+$12.8M	13	2.28%	Increased
349	Cornerstone Investment Partners Atlanta, Georgia	$308M	-$6.36M	5	12.6%	Reduced
350	HCM Hitchwood Capital Management New York	$308M	-$71M	2	10.65%	Reduced