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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
426	B BP London, United Kingdom	$149M	-$22.5M	6	4.75%	Reduced
427	WM WS Management Jacksonville, Florida	$148M	+$140M	1	4.96%	New
428	ZAM Zenit Asset Management Stockholm, Sweden	$148M	+$354K	3	24.56%	Increased
429	WIM Weitz Investment Management Omaha, Nebraska	$148M	+$1.67M	3	3.99%	Increased
430	Wasatch Advisors Salt Lake City, Utah	$147M	+$17.9M	5	1.53%	Increased
431	BRC Blue Ridge Capital New York	$147M	-$283M	1	1.67%	Reduced
432	Santa Barbara Asset Management Los Angeles, California	$147M	+$7.05M	1	2.84%	Increased
433	Welch & Forbes Boston, Massachusetts	$144M	-$3.16M	8	4.33%	Reduced
434	ACP Ashfield Capital Partners San Francisco, California	$144M	-$12.8M	7	7.66%	Reduced
435	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$144M	+$4.37M	5	7.1%	Increased
436	MSA Mason Street Advisors Milwaukee, Wisconsin	$142M	-$259M	8	4.32%	Reduced
437	SCM Scopia Capital Management New York	$142M	+$142M	1	3.07%	New
438	AGF Investments Inc Toronto, Ontario, Canada	$142M	-$8.82M	6	1.54%	Reduced
439	Los Angeles Capital Management Los Angeles, California	$142M	-$345M	7	1.3%	Reduced
440	TCCM Two Creeks Capital Management New York	$141M	-$9.88M	2	15.39%	Reduced
441	SC Stralem & Co New York	$140M	-$20.3M	3	7.82%	Reduced
442	O'Shaughnessy Asset Management Stamford, Connecticut	$140M	+$35M	5	2.72%	Increased
443	FI Fosun International Hong Kong, China	$140M	+$152M	1	15.52%	New
444	United Capital Financial Advisors Irving, Texas	$140M	+$464K	6	1.71%	Increased
445	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$139M	-$65.4M	10	2.49%	Reduced
446	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$138M	+$2.75M	1	16.38%	Increased
447	MICM Matthews International Capital Management San Francisco, California	$138M	+$64.7M	1	4.83%	Increased
448	Perkins Investment Management Chicago, Illinois	$138M	-$1.57M	5	1.38%	Reduced
449	Candriam SCA Strassen, Luxembourg, Luxembourg	$137M	+$158K	7	2.76%	Increased
450	WCM Investment Management Laguna Beach, California	$137M	+$15.3M	3	2.78%	Increased