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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	MCIM Meadow Creek Investment Management Atlanta, Georgia	$426M	+$4.33M	16	9.9%	Increased
327	AGF Investments Inc Toronto, Ontario, Canada	$422M	+$18.3M	7	5.04%	Increased
328	EP Elkfork Partners Portland, Oregon	$421M	+$10.2M	13	11.87%	Increased
329	Wolverine Trading Chicago, Illinois	$421M	-$133M	15	1.19%	Reduced
330	SCM Steadfast Capital Management New York	$416M	-$57.8M	3	7.4%	Reduced
331	Carmignac Gestion Paris, France	$416M	-$155M	2	6.28%	Reduced
332	Hosking Partners London, United Kingdom	$415M	-$22.8M	8	11.8%	Reduced
333	Creative Planning Overland Park, Kansas	$410M	+$11.8M	16	1.68%	Increased
334	SGAM Smith Group Asset Management Dallas, Texas	$406M	+$14.2M	6	14.31%	Increased
335	Barings Charlotte, North Carolina	$401M	-$24M	14	7.05%	Reduced
336	SG Americas Securities New York	$399M	-$85.5M	16	3.49%	Reduced
337	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$394M	+$25.9M	12	7.14%	Increased
338	IVA International Value Advisers	$394M	-$52.2M	3	12%	Reduced
339	UFM Ursa Fund Management Danville, California	$385M	+$389M	3	16.31%	Increased
340	Greenwoods Asset Management Grand Cayman, Cayman Islands	$384M	+$127M	2	36.26%	Increased
341	Ladenburg Thalmann Financial Services Miami, Florida	$382M	+$29M	24	3.44%	Increased
342	Davenport & Co Richmond, Virginia	$379M	-$20M	8	5.22%	Reduced
343	Dragoneer Investment Group San Francisco, California	$377M	+$97.5M	2	29.37%	Increased
344	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$373M	-$23.2M	11	4%	Reduced
345	PCM Palestra Capital Management New York	$371M	-$64.9M	2	17.8%	Reduced
346	EIM Elephas Investment Management Hong Kong	$371M	+$330M	5	22.15%	Increased
347	CIBC Asset Management Toronto, Ontario, Canada	$370M	-$7.24M	14	2.72%	Reduced
348	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$369M	-$18.5M	12	15.13%	Reduced
349	OMERS Administration Corp Toronto, Ontario, Canada	$369M	+$64M	2	4.84%	Increased
350	Sterling Capital Management Charlotte, North Carolina	$368M	-$5.35M	11	3.99%	Reduced