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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	Qube Research & Technologies (QRT) London, United Kingdom	$492M	+$319M	25	3.63%	Increased
402	Sculptor Capital New York	$491M	+$60.5M	5	5.22%	Increased
403	Maverick Capital Dallas, Texas	$490M	-$39.1M	9	12.11%	Reduced
404	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$490M	+$4.72M	3	1.85%	Increased
405	FFA First Foundation Advisors Irvine, California	$489M	-$23.8M	6	21.61%	Reduced
406	Mercer Global Advisors Denver, Colorado	$489M	+$2.62B	22	2.99%	Increased
407	HM Payson & Co Portland, Maine	$488M	+$10.1M	20	12.52%	Increased
408	MP MFN Partners Boston, Massachusetts	$486M	-$146M	3	21.99%	Reduced
409	AssetMark Inc Concord, California	$485M	+$38.7M	19	2.18%	Increased
410	DVI Deccan Value Investors Greenwich, Connecticut	$485M	+$62.4M	2	40.96%	Increased
411	Welch & Forbes Boston, Massachusetts	$484M	+$3.27M	8	8.86%	Increased
412	Gabelli Funds Rye, New York	$484M	+$5.03M	13	3.71%	Increased
413	MAI Capital Management Independence, Ohio	$483M	+$31.7M	12	9.22%	Increased
414	Atreides Management Boston, Massachusetts	$479M	+$9.56M	4	17.79%	Increased
415	Haverford Trust Company Radnor, Pennsylvania	$473M	-$153K	6	6.17%	Reduced
416	Balyasny Asset Management Chicago, Illinois	$468M	+$73.3M	21	1.52%	Increased
417	Tocqueville Asset Management New York	$462M	-$3.17M	13	8.45%	Reduced
418	Oppenheimer Asset Management New York	$462M	+$21.4M	16	7.74%	Increased
419	Private Advisor Group Morristown, New Jersey	$460M	+$4.24M	19	4.1%	Increased
420	E. Ohman J:or Asset Management Stockholm, Sweden	$458M	-$23.4M	10	19.79%	Reduced
421	AGF Investments Inc Toronto, Ontario, Canada	$457M	+$42.7M	6	4.06%	Increased
422	Varma Mutual Pension Insurance Co Helsinki, Finland	$456M	-$213M	4	7.32%	Reduced
423	GCM Gladstone Capital Management London, United Kingdom	$456M	-$41.1M	3	36.98%	Reduced
424	Zacks Investment Management Chicago, Illinois	$455M	+$48.8M	9	6.94%	Increased
425	Axiom Investors Greenwich, Connecticut	$455M	-$70.7M	4	13.66%	Reduced