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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
376	Commonwealth Equity Services Waltham, Massachusetts	$243M	+$16.1M	12	2.16%	Increased
377	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$242M	-$25.9M	7	3.18%	Reduced
378	PHS PFM Health Sciences San Francisco, California	$242M	-$54M	4	7.46%	Reduced
379	Maverick Capital Dallas, Texas	$241M	-$64.3M	2	3.82%	Reduced
380	RS Investment Management San Francisco, California	$241M	-$37.5M	6	2.38%	Reduced
381	Voloridge Investment Management Jupiter, Florida	$239M	+$99.1M	4	5.6%	Increased
382	H Hexavest Montreal, Quebec, Canada	$236M	-$74.9M	5	3.52%	Reduced
383	BB&T Securities Richmond, Virginia	$235M	+$62.9M	9	3.86%	Increased
384	PTC Provident Trust Company Waukesha, Wisconsin	$235M	-$5.55M	3	12.62%	Reduced
385	MAMU Marathon Asset Management (UK) London, United Kingdom	$235M	-$12.9M	5	5.16%	Reduced
386	CCM Criterion Capital Management San Francisco, California	$235M	+$13.1M	2	9.62%	Increased
387	Brandes Investment Partners La Jolla, California	$235M	-$8.45M	2	3.36%	Reduced
388	Raymond James Financial Services Advisors St. Petersburg, Florida	$234M	+$21.2M	12	2.69%	Increased
389	Kornitzer Capital Management Shawnee Mission, Kansas	$234M	+$1.73M	8	4.01%	Increased
390	Royal London Asset Management United Kingdom	$233M	-$176M	8	5.72%	Reduced
391	WCM Investment Management Laguna Beach, California	$233M	+$11.2M	3	3.62%	Increased
392	Genesis Asset Managers Guernsey, Channel Islands, United Kingdom	$232M	+$1.27M	1	11.55%	Increased
393	Silvercrest Asset Management New York	$231M	-$13M	7	3.18%	Reduced
394	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$227M	-$47.1M	11	1.76%	Reduced
395	Hermes Investment Management London Uk, United Kingdom	$227M	+$52.2M	5	4.75%	Increased
396	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$226M	-$21.4M	5	10.45%	Reduced
397	CS Cisco Systems San Jose, California	$226M	-$49.5M	1	67.75%	Reduced
398	FAM Foxhaven Asset Management Charlottesville, Virginia	$226M	+$35.9M	3	25.36%	Increased
399	Nicholas Company Milwaukee, Wisconsin	$221M	-$46M	3	4.5%	Reduced
400	CI Global Investments Oakland, California	$221M	-$37.3M	3	5.49%	Reduced