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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	PTC Provident Trust Company Waukesha, Wisconsin	$241M	-$3.05M	3	13.51%	Reduced
402	PC Passport Capital San Francisco, California	$240M	+$44.4M	6	4.96%	Increased
403	Kornitzer Capital Management Shawnee Mission, Kansas	$239M	+$2.33M	8	4.29%	Increased
404	MCM McKinley Capital Management Anchorage, Alaska	$239M	+$72.6M	6	8.61%	Increased
405	TI TRG Investments Richmond, Virginia	$237M	$0	1	36.25%	Maintained
406	SGAM Smith Group Asset Management Dallas, Texas	$237M	+$125M	6	6.95%	Increased
407	Maverick Capital Dallas, Texas	$237M	+$8.41M	3	2.81%	Increased
408	DL Delta Lloyd Amsterdam, Netherlands	$237M	+$21.3M	11	7.35%	Increased
409	Davenport & Co Richmond, Virginia	$237M	+$2.01M	8	3.49%	Increased
410	SCM Suvretta Capital Management New York	$232M	-$13.7M	1	7.45%	Reduced
411	United Capital Financial Advisors Irving, Texas	$231M	+$29.2M	11	2.24%	Increased
412	MC Maplelane Capital New York	$228M	+$25.5M	7	6.01%	Increased
413	Janney Montgomery Scott Philadelphia, Pennsylvania	$227M	+$12.4M	13	3.99%	Increased
414	Silvercrest Asset Management New York	$225M	-$16.6M	8	2.7%	Reduced
415	IIM Ivory Investment Management New York	$223M	+$98.5M	7	6.38%	Increased
416	Rothschild & Co Asset Management US Stamford, Connecticut	$223M	+$24.2M	6	3.82%	Increased
417	HMP HS Management Partners New York	$223M	-$39.8M	2	9.19%	Reduced
418	CI Global Investments Oakland, California	$223M	-$36.4M	5	5.19%	Reduced
419	Norinchukin Bank Tokyo, Japan	$222M	+$2.46M	11	5.34%	Increased
420	DILH Dai-ichi Life Holdings Tokyo, Japan	$222M	-$1.48M	9	6.76%	Reduced
421	Eagle Asset Management St Petersburg, Florida	$222M	+$5.34M	5	1.5%	Increased
422	CIBC Asset Management Toronto, Ontario, Canada	$222M	-$9.04M	12	1.63%	Reduced
423	MAMU Marathon Asset Management (UK) London, United Kingdom	$220M	-$19.9M	4	4.73%	Reduced
424	CEP Chicago Equity Partners Chicago, Illinois	$219M	+$22.3M	6	6.05%	Increased
425	Brandes Investment Partners La Jolla, California	$219M	-$13.4M	2	3.28%	Reduced