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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
401	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$174M	-$33.3M	2	3.22%	Reduced
402	GC GMT Capital Atlanta, Georgia	$174M	-$7.72M	2	4.28%	Reduced
403	B BP London, United Kingdom	$174M	+$22.4M	7	4.43%	Increased
404	Vaughan Nelson Investment Management Houston, Texas	$173M	+$14.6M	2	2.52%	Increased
405	Huntington National Bank Columbus, Ohio	$173M	-$7.98M	12	4.13%	Reduced
406	Everett Harris & Co Los Angeles, California	$173M	-$5.33M	6	5.91%	Reduced
407	SM Seminole Management New York	$170M	+$44.8M	2	6.49%	Increased
408	Mirae Asset Global Investments Seoul, South Korea	$169M	+$30.5M	8	6.13%	Increased
409	SC Stralem & Co New York	$168M	-$29.8M	3	7.78%	Reduced
410	VCM Valiant Capital Management San Francisco, California	$167M	+$94M	2	17.9%	Increased
411	SAM Sentinel Asset Management Montpelier, Vermont	$166M	-$9.77M	4	3.47%	Reduced
412	DILH Dai-ichi Life Holdings Tokyo, Japan	$164M	-$4.92M	10	4.73%	Reduced
413	MVIP Mar Vista Investment Partners Los Angeles, California	$164M	+$9.14M	3	9.59%	Increased
414	HL Financial Services Louisville, Kentucky	$164M	+$1.34M	8	4.48%	Increased
415	Sit Investment Associates Minneapolis, Minnesota	$162M	-$68.5M	6	2.69%	Reduced
416	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$162M	+$3.29M	11	4.96%	Increased
417	DL Delta Lloyd Amsterdam, Netherlands	$162M	-$4.69M	9	4.79%	Reduced
418	Rothschild & Co Asset Management US Stamford, Connecticut	$161M	-$1.85M	4	3.22%	Reduced
419	Commonwealth Equity Services Waltham, Massachusetts	$160M	+$5.14M	13	1.8%	Increased
420	Santa Barbara Asset Management Los Angeles, California	$160M	-$6.76M	1	3.23%	Reduced
421	Virtu KCG Holdings New York	$159M	+$95.2M	9	2.6%	Increased
422	Zurich Cantonal Bank Zurich, Switzerland	$159M	+$7.92M	9	4.88%	Increased
423	ACP Ashfield Capital Partners San Francisco, California	$157M	+$18M	7	7.61%	Increased
424	SRIM Saratoga Research & Investment Management Saratoga, California	$157M	-$679K	4	14.55%	Reduced
425	Marshall Wace London, United Kingdom	$156M	-$41.2M	9	2.06%	Reduced