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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	DCM Dupont Capital Management Wilmington, Delaware	$288M	-$10.5M	11	6.81%	Reduced
452	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$287M	-$3.3M	3	43.5%	Reduced
453	RHBC R.H. Bluestein & Co Birmingham, Michigan	$287M	+$33.9M	6	14.8%	Increased
454	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$287M	+$8.14M	6	12.81%	Increased
455	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$287M	+$45.7M	1	8.74%	Increased
456	ACM Atlanta Capital Management Atlanta, Georgia	$286M	+$1.25M	2	1.44%	Increased
457	FC Fairpointe Capital Chicago, Illinois	$285M	-$114M	4	6.64%	Reduced
458	Ariel Investments Chicago, Illinois	$284M	+$3.26M	2	3.18%	Increased
459	TBC Tweedy, Browne Co Stamford, Connecticut	$283M	-$4.28M	2	8.79%	Reduced
460	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$279M	+$29.8M	13	3.76%	Increased
461	DCP Darsana Capital Partners New York	$279M	-$54M	1	8.72%	Reduced
462	TCM Tybourne Capital Management Hong Kong	$279M	-$81.2M	1	12.45%	Reduced
463	Letko, Brosseau & Associates Montreal, Quebec, Canada	$276M	-$8.47M	7	2.52%	Reduced
464	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$276M	+$2.41M	16	1.54%	Increased
465	NONA Ninety One North America New York	$275M	-$9.51M	8	19.71%	Reduced
466	Bradley Foster & Sargent Hartford, Connecticut	$271M	+$6.5M	9	9.7%	Increased
467	Beck Mack & Oliver New York	$270M	-$3.98M	6	9.06%	Reduced
468	Cambridge Investment Research Advisors Fairfield, Iowa	$269M	+$10.5M	17	2.84%	Increased
469	CI Global Investments Oakland, California	$268M	+$49M	3	4.32%	Increased
470	Ceredex Value Advisors Orlando, Florida	$268M	+$41.2M	3	3.06%	Increased
471	Elliott Management New York	$267M	+$113M	2	1.32%	Increased
472	Edmond de Rothschild Holding Chambesy, Switzerland	$265M	-$24.4M	14	7.59%	Reduced
473	Hudson Bay Capital Management Stamford, Connecticut	$262M	+$166M	11	3.69%	Increased
474	Dorsal Capital Management Redwood City, California	$261M	-$55.6M	2	13.26%	Reduced
475	Congress Asset Management Boston, Massachusetts	$260M	+$4.55M	5	3.58%	Increased