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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	United Capital Financial Advisors Irving, Texas	$468M	-$34.7M	14	3.27%	Reduced
352	Hosking Partners London, United Kingdom	$467M	-$3.23M	8	12.1%	Reduced
353	Marshall Wace London, United Kingdom	$464M	-$133M	10	3.65%	Reduced
354	AEGON Asset Management (UK) Edinburgh, United Kingdom	$464M	+$19.5M	7	12.23%	Increased
355	BB&T Securities Richmond, Virginia	$462M	-$14.8M	14	4.23%	Reduced
356	Barings Charlotte, North Carolina	$462M	-$9.76M	13	10.34%	Reduced
357	Select Equity Group New York	$461M	+$16.3M	3	3.12%	Increased
358	Sterling Capital Management Charlotte, North Carolina	$460M	-$5.95M	11	4.36%	Reduced
359	Nissay Asset Management Tokyo, Japan	$457M	+$15.1M	14	11.18%	Increased
360	Regions Financial Corp Birmingham, Alabama	$455M	-$21.5M	11	5.05%	Reduced
361	CIP Champlain Investment Partners Burlington, Vermont	$455M	+$35.5M	4	3.74%	Increased
362	AGF Investments Inc Toronto, Ontario, Canada	$452M	-$15.7M	7	5.66%	Reduced
363	HA HHLR Advisors Grand Cayman, Cayman Islands	$448M	+$222M	2	6.16%	Increased
364	CFM Coronation Fund Managers Cape Town, South Africa	$448M	+$11.1M	7	16.74%	Increased
365	Scotia Capital Toronto, Ontario, Canada	$447M	+$11.8M	13	5.27%	Increased
366	ACM Atlanta Capital Management Atlanta, Georgia	$443M	+$55.1M	2	1.92%	Increased
367	Rathbones Group Liverpool, United Kingdom	$439M	+$41.2M	7	12.46%	Increased
368	KCM Kensico Capital Management Greenwich, Connecticut	$437M	-$2.06M	1	8.35%	Reduced
369	DVF Discovery Value Fund Singapore	$434M	+$40.6M	2	47.38%	Increased
370	Homestead Advisers Arlington, Virginia	$425M	+$4.79M	3	8.57%	Increased
371	PTC Provident Trust Company Waukesha, Wisconsin	$424M	+$19.2M	3	13.29%	Increased
372	Marsico Capital Management Denver, Colorado	$422M	-$105M	5	16.46%	Reduced
373	Advisors Asset Management Monument, Colorado	$422M	+$6.73M	15	7.77%	Increased
374	PGGM Investments Zeist, Netherlands	$419M	+$42.9M	3	2%	Increased
375	SAM Shell Asset Management The Hague, Netherlands	$419M	-$15.7M	17	9.56%	Reduced