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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
451	Cornerstone Investment Partners Atlanta, Georgia	$230M	-$82.8M	5	10.55%	Reduced
452	AIA Group Hong Kong	$229M	+$27.1M	1	45.57%	Increased
453	DCM Dupont Capital Management Wilmington, Delaware	$229M	+$7.99M	13	5.1%	Increased
454	Evercore Wealth Management New York	$228M	-$2.85M	13	8.81%	Reduced
455	Beck Mack & Oliver New York	$226M	+$497K	6	7.62%	Increased
456	Eagle Asset Management St Petersburg, Florida	$226M	-$29.3M	6	1.37%	Reduced
457	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$225M	+$132M	6	1.71%	Increased
458	SRIM Saratoga Research & Investment Management Saratoga, California	$221M	+$6.8M	5	17.57%	Increased
459	Santa Barbara Asset Management Los Angeles, California	$221M	-$2.01M	1	3.71%	Reduced
460	WP Wedgewood Partners St Louis, Missouri	$220M	-$81M	2	6.75%	Reduced
461	HM Payson & Co Portland, Maine	$217M	+$23.4M	7	9.78%	Increased
462	Första AP-fonden Stockholm, Sweden	$217M	-$4.57M	7	6.06%	Reduced
463	SAM Sentinel Asset Management Montpelier, Vermont	$214M	+$12.2M	5	5.18%	Increased
464	Amalgamated Bank New York	$213M	+$77.3M	14	6.99%	Increased
465	Corvex Management New York	$213M	+$52M	1	6.92%	Increased
466	Gotham Asset Management New York	$212M	+$104M	9	2.98%	Increased
467	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$212M	-$31.2M	8	2.53%	Reduced
468	Marshall Wace London, United Kingdom	$212M	+$17.3M	10	9.34%	Increased
469	Advisors Asset Management Monument, Colorado	$212M	+$14.9M	12	3.54%	Increased
470	KM Kylin Management New York	$211M	+$35.6M	1	28.72%	Increased
471	SD Sumway Development Shanghai, China	$211M	+$61.1M	2	51.82%	Increased
472	Ladenburg Thalmann Financial Services Miami, Florida	$210M	+$8.12M	21	2.46%	Increased
473	CFM Coronation Fund Managers Cape Town, South Africa	$209M	+$74.3M	4	6.45%	Increased
474	AustralianSuper Melbourne, Australia	$208M	+$31.7M	4	16%	Increased
475	EC EMS Capital New York	$208M	-$11.1M	5	18.39%	Reduced