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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	Fiduciary Trust Boston, Massachusetts	$289M	-$3.23M	9	8.38%	Reduced
477	GC GMT Capital Atlanta, Georgia	$289M	+$42.9M	4	16.2%	Increased
478	Douglass Winthrop Advisors New York	$287M	+$31.4M	8	12.86%	Increased
479	Whittier Trust South Pasadena, California	$286M	+$904K	17	9.33%	Increased
480	Bridges Investment Management Omaha, Nebraska	$286M	+$39.4M	6	12.92%	Increased
481	Construction & Building Unions Superannuation Fund Melbourne, Australia	$286M	+$7.23M	5	32.89%	Increased
482	CIP Champlain Investment Partners Burlington, Vermont	$284M	+$13.7M	3	2.56%	Increased
483	BAM Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	$283M	+$13.8M	1	73.17%	Increased
484	Two Sigma Investments New York	$282M	-$456M	16	2.3%	Reduced
485	Kornitzer Capital Management Shawnee Mission, Kansas	$281M	+$15.2M	11	6.67%	Increased
486	Ferguson Wellman Capital Management Portland, Oregon	$281M	+$11M	7	10.54%	Increased
487	SSM Sound Shore Management Greenwich, Connecticut	$280M	-$7.15M	3	9.76%	Reduced
488	CG Cutler Group San Francisco, California	$280M	+$110M	22	14.38%	Increased
489	SC SRB Corp Boston, Massachusetts	$278M	+$1.25M	3	25.88%	Increased
490	Cincinnati Insurance Fairfield, Ohio	$278M	$0	2	8.64%	Maintained
491	Daiwa Securities Group Tokyo, Japan	$277M	+$26.2M	14	2.87%	Increased
492	C Consulta London, United Kingdom	$277M	+$131M	2	22.8%	Increased
493	GCM Gladstone Capital Management London, United Kingdom	$276M	+$117M	3	31.6%	Increased
494	CAPTRUST Financial Advisors Raleigh, North Carolina	$276M	-$20.8M	12	6.08%	Reduced
495	Dorsal Capital Management Redwood City, California	$275M	+$151M	3	22.22%	Increased
496	Gofen & Glossberg Chicago, Illinois	$273M	-$989K	7	10.67%	Reduced
497	LCM Lakewood Capital Management New York	$272M	+$9.14M	4	12.45%	Increased
498	Westwood Holdings Group Dallas, Texas	$272M	+$2.97M	7	4.1%	Increased
499	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$269M	+$5.11M	14	11.09%	Increased
500	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$266M	-$8.98M	2	10.67%	Reduced