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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
351	HL Financial Services Louisville, Kentucky	$262M	+$6.38M	8	6.18%	Increased
352	Commerce Bank Kansas City, Missouri	$261M	+$25M	10	4.13%	Increased
353	Raymond James Financial Services Advisors St. Petersburg, Florida	$261M	+$31M	12	2.53%	Increased
354	FQ First Quadrant Glendale, California	$261M	+$18.7M	10	5.75%	Increased
355	Boston Trust Walden Boston, Massachusetts	$260M	+$8.39M	8	4.44%	Increased
356	TCM Tybourne Capital Management Hong Kong	$259M	-$97.4M	1	13.42%	Reduced
357	CIBC World Markets New York	$258M	+$81.6M	8	6.69%	Increased
358	TBC Tweedy, Browne Co Stamford, Connecticut	$256M	-$974K	3	7.19%	Reduced
359	Gotham Asset Management New York	$256M	+$66.4M	12	3.07%	Increased
360	Commonwealth Equity Services Waltham, Massachusetts	$255M	+$16.2M	12	2.15%	Increased
361	Abrams Capital Management Boston, Massachusetts	$255M	$0	1	13.31%	Maintained
362	Utah Retirement Systems Salt Lake City, Utah	$255M	-$806K	11	6.78%	Reduced
363	Nomura Holdings Tokyo, Japan	$254M	+$142M	8	0.83%	Increased
364	HAM HHR Asset Management Berkeley Heights, New Jersey	$253M	-$23.3M	3	12.87%	Reduced
365	ING Group Amsterdam, Netherlands	$251M	+$58.9M	8	3.38%	Increased
366	Asset Management One Tokyo, Japan	$250M	+$2.65M	12	3.74%	Increased
367	Hermes Investment Management London Uk, United Kingdom	$249M	+$29.4M	4	5%	Increased
368	CS Cisco Systems San Jose, California	$247M	$0	1	50.94%	Maintained
369	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$247M	+$23.3M	11	1.8%	Increased
370	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$240M	+$236M	1	68.77%	New
371	Dorsal Capital Management Redwood City, California	$239M	+$70.3M	3	17.63%	Increased
372	HMP HS Management Partners New York	$237M	+$45.5M	3	9.9%	Increased
373	Blackstone Inc New York	$235M	+$91.4M	4	1.08%	Increased
374	Thornburg Investment Management Santa Fe, New Mexico	$235M	-$4.52M	4	1.82%	Reduced
375	Everett Harris & Co Los Angeles, California	$234M	+$3.36M	6	8.35%	Increased