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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
501	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$264M	+$57.1M	8	4.42%	Increased
502	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$262M	-$4.37M	7	11.1%	Reduced
503	Zacks Investment Management Chicago, Illinois	$261M	-$5.72M	7	4.9%	Reduced
504	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$261M	+$14.2M	1	13.57%	Increased
505	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$260M	-$55.5M	3	31.12%	Reduced
506	Adams Diversified Equity Fund Baltimore, Maryland	$260M	+$6.45M	5	13.39%	Increased
507	Bridges Investment Management Omaha, Nebraska	$258M	+$6.48M	7	9.58%	Increased
508	Zevenbergen Capital Investments Edmonds, Washington	$257M	-$27.5M	6	9.52%	Reduced
509	NONA Ninety One North America New York	$257M	+$1.12M	6	20.91%	Increased
510	RE RBC Europe London, United Kingdom	$255M	+$13.4M	14	22.57%	Increased
511	Johnson Investment Counsel Cincinnati, Ohio	$253M	+$5.74M	8	4.77%	Increased
512	MUFG Americas New York	$252M	-$1.72M	12	6.51%	Reduced
513	CC Cederberg Capital London, United Kingdom	$251M	+$12.3M	1	35.22%	Increased
514	Crestwood Advisors Group Boston, Massachusetts	$251M	-$1.61M	8	9.94%	Reduced
515	RCW Rheos Capital Works Tokyo, Japan	$250M	+$12.4M	3	25.71%	Increased
516	WMC Westwood Management Corporation Chicago, Illinois	$249M	-$3.79M	5	29.57%	Reduced
517	OAM Origin Asset Management London, United Kingdom	$248M	+$28.8M	4	20.65%	Increased
518	FAS Formuepleje A/S Aarhus C, Denmark	$248M	+$9.03M	5	16.01%	Increased
519	Daiwa Securities Group Tokyo, Japan	$247M	+$6.22M	14	2.04%	Increased
520	Oppenheimer Asset Management New York	$247M	-$2.37M	18	5.22%	Reduced
521	Allstate Corporation Northbrook, Illinois	$245M	-$19.7M	8	4.44%	Reduced
522	BG Bollard Group Boston, Massachusetts	$245M	-$89.9K	11	7.94%	Reduced
523	Eagle Asset Management St Petersburg, Florida	$245M	-$4.19M	9	1.18%	Reduced
524	NM NWI Management New York	$244M	+$2.34M	3	10.01%	Increased
525	AKO Capital London, United Kingdom	$244M	+$44.1M	1	5.24%	Increased