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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	Huntington National Bank Columbus, Ohio	$359M	-$14.3M	16	5.93%	Reduced
402	SAM Southeastern Asset Management Memphis, Tennessee	$359M	-$52.4M	1	5.18%	Reduced
403	Troy Asset Management London, United Kingdom	$357M	+$6.65M	2	17.44%	Increased
404	Marshall Wace London, United Kingdom	$357M	-$57.7M	14	3.36%	Reduced
405	Two Sigma Investments New York	$357M	-$4.85M	15	1.16%	Reduced
406	Hardman Johnston Global Advisors Stamford, Connecticut	$356M	-$17.1M	5	15.64%	Reduced
407	Dai-ichi Life Insurance Company Tokyo, Japan	$352M	+$15.2M	11	8.67%	Increased
408	Evercore Wealth Management New York	$349M	+$10.8M	6	11.24%	Increased
409	VM Valinor Management New York	$349M	-$21.5M	4	18.25%	Reduced
410	NM NWI Management New York	$348M	-$20.3M	2	9.11%	Reduced
411	Nikko Asset Management Americas New York	$346M	-$19.1M	4	9.12%	Reduced
412	Advisor Group Phoenix, Arizona	$345M	+$24.2M	23	2.84%	Increased
413	SG Americas Securities New York	$343M	-$119M	18	3.16%	Reduced
414	MIS Morningstar Investment Services Chicago, Illinois	$341M	+$54M	6	5.86%	Increased
415	Williams Jones & Associates New York	$341M	-$593K	9	7.53%	Reduced
416	Comgest Global Investors Paris, France	$339M	+$54.5M	6	7.42%	Increased
417	LCM Lakewood Capital Management New York	$338M	-$1.09M	2	9.48%	Reduced
418	London Company of Virginia Richmond, Virginia	$336M	-$2.18M	4	2.87%	Reduced
419	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$335M	+$2.82M	10	9.54%	Increased
420	Nomura Holdings Tokyo, Japan	$335M	-$297M	13	1.41%	Reduced
421	PIA Piedmont Investment Advisors Durham, North Carolina	$332M	+$8.76M	16	13.47%	Increased
422	EC Eminence Capital New York	$331M	-$182M	2	4.93%	Reduced
423	Gotham Asset Management New York	$330M	-$34.4M	11	4.83%	Reduced
424	Cullen/Frost Bankers San Antonio, Texas	$328M	+$27.9M	11	10.08%	Increased
425	ACM Atlanta Capital Management Atlanta, Georgia	$326M	+$15.7M	5	1.56%	Increased