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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	Commonwealth Equity Services Waltham, Massachusetts	$425M	+$19.8M	17	2.54%	Increased
327	HMP HS Management Partners New York	$422M	-$17.2M	2	13.62%	Reduced
328	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$421M	-$10M	11	6.92%	Reduced
329	Bahl & Gaynor Cincinnati, Ohio	$419M	+$1.68M	7	4.59%	Increased
330	Boston Trust Walden Boston, Massachusetts	$416M	+$9.62M	9	6.47%	Increased
331	Westwood Holdings Group Dallas, Texas	$416M	-$20.7M	6	3.3%	Reduced
332	Atalanta Sosnoff Capital New York	$415M	-$54.4M	6	14.36%	Reduced
333	EP Elkfork Partners Portland, Oregon	$413M	-$19.6M	8	11.99%	Reduced
334	CCI Columbus Circle Investors	$412M	-$67.1M	7	7.02%	Reduced
335	Banco Santander Madrid, Spain	$412M	+$17.2M	7	6.8%	Increased
336	Candriam SCA Strassen, Luxembourg, Luxembourg	$408M	+$5.24M	13	7.12%	Increased
337	Handelsbanken Fonder Stockholm, Sweden	$407M	+$39.3M	6	9.43%	Increased
338	FC Fairpointe Capital Chicago, Illinois	$406M	+$3.18M	7	8.04%	Increased
339	Marsico Capital Management Denver, Colorado	$406M	-$50.1M	5	16.3%	Reduced
340	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$406M	+$238M	3	8.4%	Increased
341	Aristotle Capital Management Los Angeles, California	$405M	+$5.2M	1	3.15%	Increased
342	Two Sigma Investments New York	$404M	+$30.4M	14	1.43%	Increased
343	MC Montag & Caldwell Atlanta, Georgia	$404M	-$30.9M	4	12.43%	Reduced
344	Nomura Holdings Tokyo, Japan	$402M	-$37.3M	13	0.85%	Reduced
345	SAM Scopus Asset Management New York	$398M	+$44.7M	4	4.09%	Increased
346	Whale Rock Capital Management Boston, Massachusetts	$395M	+$5.66M	3	20.53%	Increased
347	Hosking Partners London, United Kingdom	$394M	-$86.3M	7	10.25%	Reduced
348	CS Cisco Systems San Jose, California	$385M	-$79M	1	49.81%	Reduced
349	EC Eminence Capital New York	$384M	+$195M	2	6.22%	Increased
350	BAPIM British Airways Pensions Investment Management London, United Kingdom	$383M	-$27.4M	7	11.61%	Reduced