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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
476	Gotham Asset Management New York	$261M	-$24.6M	10	4.62%	Reduced
477	DF Dent & Co Baltimore, Maryland	$258M	+$15.2M	6	4.63%	Increased
478	Profund Advisors Bethesda, Maryland	$257M	-$30.8M	11	13.01%	Reduced
479	Westwood Holdings Group Dallas, Texas	$257M	-$12M	7	2.84%	Reduced
480	GMT Capital Atlanta, Georgia	$257M	+$6.09M	3	9.49%	Increased
481	Oppenheimer & Co New York	$257M	-$5.55M	16	7.01%	Reduced
482	DCP Darsana Capital Partners New York	$256M	$0	1	9.49%	Maintained
483	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$255M	+$15.5M	15	9.51%	Increased
484	Zevenbergen Capital Investments Edmonds, Washington	$255M	-$9.6M	6	9.76%	Reduced
485	Kornitzer Capital Management Shawnee Mission, Kansas	$253M	-$29.1M	10	4.61%	Reduced
486	Prio Wealth Limited Partnership Boston, Massachusetts	$248M	+$14.5M	7	11.35%	Increased
487	SC SRB Corp Boston, Massachusetts	$245M	-$440K	3	21.52%	Reduced
488	Douglass Winthrop Advisors New York	$244M	+$4.65M	7	9.34%	Increased
489	Martin Currie Edinburgh, United Kingdom	$244M	+$12.8M	4	15.64%	Increased
490	Construction & Building Unions Superannuation Fund Melbourne, Australia	$244M	+$24.5M	5	27.59%	Increased
491	Ferguson Wellman Capital Management Portland, Oregon	$244M	+$3.2M	8	7.78%	Increased
492	Zacks Investment Management Chicago, Illinois	$244M	-$1.72M	6	4.89%	Reduced
493	R.H. Bluestein & Co Birmingham, Michigan	$244M	-$5.01M	6	13.69%	Reduced
494	MC Maplelane Capital New York	$244M	+$114M	5	5.46%	Increased
495	Allstate Corporation Northbrook, Illinois	$243M	+$3.96M	10	4.19%	Increased
496	GAM Holding Zurich, Switzerland	$241M	+$5.61M	11	10.62%	Increased
497	Letko, Brosseau & Associates Montreal, Quebec, Canada	$240M	-$7.85M	8	2.45%	Reduced
498	Marshall Wace Asia Central, Hong Kong	$240M	-$64M	7	5.69%	Reduced
499	Shelton Capital Management Denver, Colorado	$239M	+$42.7M	11	14.13%	Increased
500	JC Joho Capital New York	$239M	+$7.59M	2	42.26%	Increased