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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	GC GMT Capital Atlanta, Georgia	$267M	-$79.7M	3	6.38%	Reduced
452	Evercore Wealth Management New York	$266M	-$14.3M	6	10.15%	Reduced
453	Sarasin & Partners London, United Kingdom	$265M	-$15.1M	4	5.2%	Reduced
454	TBC Tweedy, Browne Co Stamford, Connecticut	$265M	-$658K	2	8.11%	Reduced
455	NONA Ninety One North America New York	$265M	+$123M	8	20.11%	Increased
456	Rathbones Group Liverpool, United Kingdom	$264M	-$2.93M	6	10.76%	Reduced
457	ACM Atlanta Capital Management Atlanta, Georgia	$263M	+$2.92M	2	1.36%	Increased
458	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$262M	-$8.66M	6	12.55%	Reduced
459	Ariel Investments Chicago, Illinois	$261M	-$12.3M	2	2.97%	Reduced
460	Profund Advisors Bethesda, Maryland	$254M	+$13.3M	12	10.1%	Increased
461	Harvest Fund Management Beijing, China	$253M	+$17.8M	7	40.52%	Increased
462	Beck Mack & Oliver New York	$253M	-$4.56M	6	8.53%	Reduced
463	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$252M	-$45M	1	8.25%	Reduced
464	Nicholas Company Milwaukee, Wisconsin	$251M	-$8.24M	4	5.72%	Reduced
465	TAMH Taikang Asset Management (HK) Hong Kong	$249M	-$48.1M	4	25.45%	Reduced
466	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$249M	+$11.9M	18	1.51%	Increased
467	HCM Highline Capital Management New York	$249M	-$39.3M	2	8.49%	Reduced
468	PHS PFM Health Sciences San Francisco, California	$247M	+$18.4M	4	5.01%	Increased
469	E. Ohman J:or Asset Management Stockholm, Sweden	$243M	-$7.24M	12	19.47%	Reduced
470	Bradley Foster & Sargent Hartford, Connecticut	$243M	-$6.15M	8	9.22%	Reduced
471	Ceredex Value Advisors Orlando, Florida	$241M	+$249M	3	2.86%	New
472	PGGM Investments Zeist, Netherlands	$241M	-$28.9M	3	1.36%	Reduced
473	Nikko Asset Management Americas New York	$241M	-$32.6M	5	8.56%	Reduced
474	AI AIA International Hong Kong	$240M	+$6.64M	1	63.34%	Increased
475	HM Payson & Co Portland, Maine	$239M	-$516K	7	9.88%	Reduced