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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	CAM Contour Asset Management New York	$330M	+$137M	3	11.55%	Increased
427	Rothschild & Co Asset Management US Stamford, Connecticut	$328M	-$44.2M	5	3.37%	Reduced
428	Skye Global Management West Palm Beach, Florida	$328M	-$23.4M	4	65.89%	Reduced
429	Moore Capital Management New York	$327M	-$72.6M	5	7.01%	Reduced
430	E. Ohman J:or Asset Management Stockholm, Sweden	$327M	+$7.69M	12	21.12%	Increased
431	SSM Sound Shore Management Greenwich, Connecticut	$326M	-$159M	2	5.58%	Reduced
432	MICM Matthews International Capital Management San Francisco, California	$326M	-$16.5M	1	15.62%	Reduced
433	PIA Piedmont Investment Advisors Durham, North Carolina	$324M	+$87.4M	16	13.59%	Increased
434	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$321M	$0	3	44.57%	Maintained
435	Greenwoods Asset Management Grand Cayman, Cayman Islands	$320M	+$26M	1	31.21%	Increased
436	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$319M	+$9.17M	17	1.61%	Increased
437	Comgest Global Investors Paris, France	$318M	-$21M	5	7.13%	Reduced
438	DCM Dupont Capital Management Wilmington, Delaware	$316M	-$5.41M	11	6.97%	Reduced
439	H Hexavest Montreal, Quebec, Canada	$315M	+$62.9M	7	4.03%	Increased
440	CI Global Investments Oakland, California	$312M	+$23.3M	3	4.8%	Increased
441	Achmea Investment Management Zeist, Netherlands	$312M	-$40.7M	11	11.82%	Reduced
442	Cullen/Frost Bankers San Antonio, Texas	$311M	-$14.7M	8	9.71%	Reduced
443	OA Omega Advisors New York	$309M	-$44.3M	4	13.36%	Reduced
444	LCM Lakewood Capital Management New York	$307M	-$14.9M	2	10.15%	Reduced
445	ACM Atlanta Capital Management Atlanta, Georgia	$303M	-$15M	2	1.41%	Reduced
446	TBC Tweedy, Browne Co Stamford, Connecticut	$303M	$0	2	9.12%	Maintained
447	Letko, Brosseau & Associates Montreal, Quebec, Canada	$299M	-$9.05M	8	2.78%	Reduced
448	Advisor Group Phoenix, Arizona	$298M	+$48.8M	22	3.01%	Increased
449	SAM Scopus Asset Management New York	$298M	-$41.1M	4	3.97%	Reduced
450	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$294M	-$38.7M	1	8.96%	Reduced