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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	DCM Dupont Capital Management Wilmington, Delaware	$286M	+$25.7M	12	7.02%	Increased
427	Ariel Investments Chicago, Illinois	$286M	-$13.5M	2	3.99%	Reduced
428	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$285M	-$2.78M	12	8.85%	Reduced
429	E. Ohman J:or Asset Management Stockholm, Sweden	$284M	+$9.51M	12	20.67%	Increased
430	Dai-ichi Life Insurance Company Tokyo, Japan	$283M	-$10.4M	10	7.73%	Reduced
431	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$282M	$0	3	43.37%	Maintained
432	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$282M	+$19.3M	16	1.41%	Increased
433	Sarasin & Partners London, United Kingdom	$279M	+$2.86M	5	6.08%	Increased
434	Scharf Investments Los Gatos, California	$278M	-$38.4M	4	11.03%	Reduced
435	CCM Cadian Capital Management New York	$278M	+$96.4M	2	12.93%	Increased
436	Kornitzer Capital Management Shawnee Mission, Kansas	$277M	-$8.4M	11	5.54%	Reduced
437	PIA Piedmont Investment Advisors Durham, North Carolina	$277M	+$10.9M	16	13.24%	Increased
438	CIP Champlain Investment Partners Burlington, Vermont	$276M	+$140M	4	2.8%	Increased
439	Advisor Group Phoenix, Arizona	$271M	+$29.5M	22	2.66%	Increased
440	ACM Atlanta Capital Management Atlanta, Georgia	$270M	+$4.23M	2	1.49%	Increased
441	B BP London, United Kingdom	$270M	-$45.4M	9	11.19%	Reduced
442	Rothschild & Co Asset Management US Stamford, Connecticut	$270M	-$10.6M	5	3.25%	Reduced
443	TCM Tybourne Capital Management Hong Kong	$266M	+$194M	1	11.84%	Increased
444	Zevenbergen Capital Investments Edmonds, Washington	$263M	-$16M	5	11.45%	Reduced
445	TBC Tweedy, Browne Co Stamford, Connecticut	$262M	-$355K	2	9.27%	Reduced
446	PHS PFM Health Sciences San Francisco, California	$259M	+$54.2M	5	6.89%	Increased
447	Dorsal Capital Management Redwood City, California	$257M	+$59.4M	3	17.99%	Increased
448	Cullen/Frost Bankers San Antonio, Texas	$256M	+$1.83M	8	9.51%	Increased
449	Achmea Investment Management Zeist, Netherlands	$253M	-$8.98M	10	11.68%	Reduced
450	TI TT International London, United Kingdom	$252M	+$76.5M	5	32.45%	Increased