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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	SAM Shell Asset Management The Hague, Netherlands	$284M	+$6.83M	11	6.23%	Increased
377	Swiss Life Asset Management Zurich,	$283M	+$35.3M	8	7.63%	Increased
378	H Hexavest Montreal, Quebec, Canada	$282M	+$12.1M	5	3.35%	Increased
379	TCM Tybourne Capital Management Hong Kong	$281M	-$278M	1	12.59%	Reduced
380	Williams Jones & Associates New York	$279M	+$29.2M	6	7.31%	Increased
381	Regions Financial Corp Birmingham, Alabama	$279M	+$842K	11	3.3%	Increased
382	VanEck Associates New York	$276M	+$1.36M	9	1.22%	Increased
383	B BP London, United Kingdom	$276M	+$4.49M	10	10.45%	Increased
384	WP Wedgewood Partners St Louis, Missouri	$274M	+$29.3M	2	7.07%	Increased
385	Edge Asset Management Seattle, Washington	$274M	-$30.7M	6	2.07%	Reduced
386	MVIP Mar Vista Investment Partners Los Angeles, California	$274M	+$44.1K	4	11.4%	Increased
387	MC Maplelane Capital New York	$273M	+$149M	5	7.27%	Increased
388	Comgest Global Investors Paris, France	$272M	+$49M	5	7.31%	Increased
389	Jacobs Levy Equity Management Florham Park, New Jersey	$272M	-$62.7M	10	5.5%	Reduced
390	Point72 Asset Management Stamford, Connecticut	$268M	+$69.4M	6	1.49%	Increased
391	TBC Tweedy, Browne Co Stamford, Connecticut	$266M	-$180K	3	7.65%	Reduced
392	Zurich Insurance Group Zurich, Switzerland	$266M	+$1.39M	10	7.71%	Increased
393	Norinchukin Bank Tokyo, Japan	$265M	+$6.14M	11	5.7%	Increased
394	DFO Duquesne Family Office New York	$264M	+$248M	4	17.33%	Increased
395	MAMU Marathon Asset Management (UK) London, United Kingdom	$264M	+$8.05M	4	5.78%	Increased
396	SGAM Smith Group Asset Management Dallas, Texas	$263M	-$18.8M	7	7.6%	Reduced
397	Dorsal Capital Management Redwood City, California	$262M	+$11.4M	2	13.98%	Increased
398	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$262M	-$6.31M	8	1.72%	Reduced
399	SIG Senator Investment Group New York	$261M	-$279M	1	3.21%	Reduced
400	United Capital Financial Advisors Irving, Texas	$261M	+$16.9M	11	2.43%	Increased