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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	HCM Holland Capital Management Chicago, Illinois	$325M	-$30.9M	4	13.85%	Reduced
352	Alyeska Investment Group Chicago, Illinois	$323M	-$64.6M	5	2.62%	Reduced
353	BA Boston Advisors Boston, Massachusetts	$321M	+$11.6M	8	7.58%	Increased
354	Xact Kapitalforvaltning Stockholm, Sweden	$320M	+$20.2M	11	9.87%	Increased
355	I.G. Investment Management Winnipeg, Manitoba, Canada	$319M	+$10.2M	8	1.63%	Increased
356	AEGON Asset Management (UK) Edinburgh, United Kingdom	$315M	-$18.3M	7	8.45%	Reduced
357	Sterling Capital Management Charlotte, North Carolina	$312M	-$27.9M	11	2.94%	Reduced
358	Utah Retirement Systems Salt Lake City, Utah	$311M	+$67K	11	7.45%	Increased
359	Whale Rock Capital Management Boston, Massachusetts	$311M	-$40.4M	4	16.89%	Reduced
360	Maverick Capital Dallas, Texas	$309M	+$81.7M	3	3.95%	Increased
361	FQ First Quadrant Glendale, California	$303M	-$6.75M	11	5.96%	Reduced
362	Rothschild & Co Asset Management US Stamford, Connecticut	$299M	+$26.4M	7	3.43%	Increased
363	John W. Bristol & Co New York	$298M	-$35.7M	4	8.21%	Reduced
364	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$293M	-$57M	9	9.9%	Reduced
365	Everett Harris & Co Los Angeles, California	$293M	+$2.03M	6	9.58%	Increased
366	Waverton Investment Management London, United Kingdom	$292M	+$40.7M	6	18.46%	Increased
367	CI Global Investments Oakland, California	$292M	+$4.47M	4	6.77%	Increased
368	Janney Montgomery Scott Philadelphia, Pennsylvania	$292M	+$21.6M	13	3.89%	Increased
369	FAM Foxhaven Asset Management Charlottesville, Virginia	$290M	+$28.8M	3	20.11%	Increased
370	TI TRG Investments Richmond, Virginia	$289M	$0	1	42.08%	Maintained
371	Cornerstone Investment Partners Atlanta, Georgia	$288M	-$47.1M	5	12.34%	Reduced
372	BB&T Securities Richmond, Virginia	$287M	-$1.54M	10	3.92%	Reduced
373	NIMC NWQ Investment Management Company Los Angeles, California	$286M	-$17.3M	3	3.77%	Reduced
374	Melvin Capital Management New York	$286M	+$97.4M	3	4.91%	Increased
375	FI Focused Investors Los Angeles, California	$286M	-$1.96M	2	10.31%	Reduced