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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	Haverford Trust Company Radnor, Pennsylvania	$546M	+$9.9M	7	6.42%	Increased
452	Oppenheimer Asset Management New York	$545M	+$13.8M	17	7.76%	Increased
453	Oppenheimer & Co New York	$540M	+$20.8M	21	9.67%	Increased
454	HMI Capital Management San Francisco, California	$538M	+$10.3M	2	16.86%	Increased
455	Bel Air Investment Advisors Los Angeles, California	$533M	-$315K	14	16.25%	Reduced
456	La Financiere de L'Echiquier Paris, France	$532M	-$8.25M	8	20.34%	Reduced
457	Voloridge Investment Management Jupiter, Florida	$531M	-$393M	20	3.68%	Reduced
458	South Dakota Investment Council Sioux Falls, South Dakota	$530M	-$54.8M	6	9.34%	Reduced
459	AKO Capital London, United Kingdom	$530M	+$3.52M	1	5.97%	Increased
460	Coronation Fund Managers Cape Town, South Africa	$526M	-$15.7M	5	16.44%	Reduced
461	Martingale Asset Management Boston, Massachusetts	$522M	-$64M	11	5.96%	Reduced
462	RA Rovida Advisors Fort Lauderdale, Florida	$522M	-$67.3M	4	22.62%	Reduced
463	Holocene Advisors New York	$521M	-$753M	10	2.94%	Reduced
464	Glenview Capital Management New York	$520M	-$86.9M	4	8.59%	Reduced
465	WI Wafra Inc New York	$518M	+$52.1M	6	19.47%	Increased
466	MVG Madrona Venture Group Seattle, Washington	$518M	-$58.2M	1	83.86%	Reduced
467	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$513M	+$902K	12	12.46%	Increased
468	Norinchukin Bank Tokyo, Japan	$512M	+$6.64M	10	7.4%	Increased
469	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$511M	-$3.13M	3	1.64%	Reduced
470	ClariVest Asset Management San Diego, California	$511M	-$24.9M	10	17.01%	Reduced
471	Private Advisor Group Morristown, New Jersey	$511M	+$10.2M	20	4.46%	Increased
472	Alphinity Investment Management Sydney, Australia	$510M	-$9.2M	3	19.17%	Reduced
473	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$510M	-$21.3M	23	11.23%	Reduced
474	DF Dent & Co Baltimore, Maryland	$508M	-$3.24M	6	5.4%	Reduced
475	JCM JS Capital Management New York	$507M	+$284M	5	24.52%	Increased