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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	Saturna Capital Bellingham, Washington	$1.16B	-$27.2M	6	15.35%	Reduced
427	Lone Pine Capital Greenwich, Connecticut	$1.15B	-$78.1M	2	8.48%	Reduced
428	Sequoia Financial Advisors Akron, Ohio	$1.14B	+$51.8M	19	6.37%	Increased
429	FAM Foxhaven Asset Management Charlottesville, Virginia	$1.14B	+$62.2M	3	28.11%	Increased
430	Oregon Public Employees Retirement Fund Tigard, Oregon	$1.14B	+$2.75M	16	14.44%	Increased
431	Orbis Allan Gray Hamilton, Bermuda	$1.13B	-$221M	3	4.75%	Reduced
432	HRT Financial New York	$1.13B	+$262M	14	3.57%	Increased
433	Cullen/Frost Bankers San Antonio, Texas	$1.12B	-$7.73M	23	12.34%	Reduced
434	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$1.12B	+$33M	16	14.87%	Increased
435	Mutual of America Capital Management New York	$1.11B	-$12.2M	17	11.69%	Reduced
436	Welch & Forbes Boston, Massachusetts	$1.11B	-$8.04M	9	13.47%	Reduced
437	Stockbridge Partners Boston, Massachusetts	$1.11B	+$70M	3	24.38%	Increased
438	Yousif Capital Management Bloomfield Hills, Michigan	$1.11B	-$52.8M	20	12.12%	Reduced
439	Vident Advisory Alpharetta, Georgia	$1.1B	+$145M	25	10.06%	Increased
440	Ferguson Wellman Capital Management Portland, Oregon	$1.1B	-$10.1M	6	17.69%	Reduced
441	Jupiter Asset Management London, United Kingdom	$1.1B	+$98.8M	10	8.83%	Increased
442	Groupama Asset Management Paris, France	$1.1B	+$14.4M	9	16.05%	Increased
443	Clark Capital Management Group Philadelphia, Pennsylvania	$1.09B	-$27.7M	10	6.72%	Reduced
444	Sanctuary Advisors Indianapolis, Indiana	$1.09B	+$21.5M	22	5.96%	Increased
445	Johnson Investment Counsel Cincinnati, Ohio	$1.09B	-$14.2M	11	8.93%	Reduced
446	John W. Bristol & Co New York	$1.09B	-$53M	5	16.78%	Reduced
447	Congress Asset Management Boston, Massachusetts	$1.09B	-$21.1M	10	7.68%	Reduced
448	Tudor Investment Corp Stamford, Connecticut	$1.09B	+$596M	15	2.02%	Increased
449	MUFG Securities EMEA London, United Kingdom	$1.08B	+$663M	10	12.59%	Increased
450	Atalanta Sosnoff Capital New York	$1.08B	-$32.5M	7	21.14%	Reduced