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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	BWA Brave Warrior Advisors New York	$365M	-$5.77M	2	15.56%	Reduced
402	Williams Jones & Associates New York	$365M	-$964K	9	7.37%	Reduced
403	Marshall Wace London, United Kingdom	$365M	+$88.1M	13	3.1%	Increased
404	Fiduciary Management Inc Milwaukee, Wisconsin	$361M	-$18.8M	1	2.26%	Reduced
405	PineBridge Investments New York	$360M	+$128M	14	6.81%	Increased
406	Gotham Asset Management New York	$357M	-$18.1M	12	4.94%	Reduced
407	Scharf Investments Los Gatos, California	$356M	-$64M	3	12.39%	Reduced
408	Santa Barbara Asset Management Los Angeles, California	$355M	-$3.17M	1	5.14%	Reduced
409	Zevenbergen Capital Investments Edmonds, Washington	$355M	-$31M	5	11.25%	Reduced
410	Dai-ichi Life Insurance Company Tokyo, Japan	$352M	-$12.2M	10	7.63%	Reduced
411	Rathbones Group Liverpool, United Kingdom	$352M	+$2.17M	7	11.96%	Increased
412	Brandywine Global Investment Management Philadelphia, Pennsylvania	$350M	+$4.33M	6	2.18%	Increased
413	Evercore Wealth Management New York	$349M	-$1.68M	8	11.17%	Reduced
414	OMERS Administration Corp Toronto, Ontario, Canada	$349M	-$91.1M	8	3.34%	Reduced
415	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$347M	-$2.59M	12	10.33%	Reduced
416	GCCM Green Court Capital Management Hong Kong	$346M	+$34.3M	1	53.68%	Increased
417	FQ First Quadrant Glendale, California	$346M	-$66M	11	7.7%	Reduced
418	Cambridge Investment Research Advisors Fairfield, Iowa	$343M	+$40.3M	18	3.28%	Increased
419	Nikko Asset Management Americas New York	$341M	-$2.12M	3	9.49%	Reduced
420	Troy Asset Management London, United Kingdom	$341M	+$2.31M	2	16.07%	Increased
421	Kornitzer Capital Management Shawnee Mission, Kansas	$338M	-$16.3M	10	5.38%	Reduced
422	Profund Advisors Bethesda, Maryland	$338M	+$14M	12	12.83%	Increased
423	Sarasin & Partners London, United Kingdom	$337M	+$13.2M	5	6.36%	Increased
424	Ariel Investments Chicago, Illinois	$337M	+$7.64M	2	3.73%	Increased
425	Hardman Johnston Global Advisors Stamford, Connecticut	$335M	-$2.23M	5	14.43%	Reduced