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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	RE RBC Europe London, United Kingdom	$263M	+$9.03M	14	26.16%	Increased
502	Brandywine Global Investment Management Philadelphia, Pennsylvania	$260M	-$7.27M	5	3.1%	Reduced
503	BI BlueSpruce Investments Chicago, Illinois	$259M	+$270M	1	8.79%	New
504	Zevenbergen Capital Investments Edmonds, Washington	$258M	-$34.3K	6	9.7%	Reduced
505	DVF Discovery Value Fund Singapore	$257M	-$107M	1	23.88%	Reduced
506	Adams Diversified Equity Fund Baltimore, Maryland	$253M	-$1.32M	5	16.01%	Reduced
507	CC Cannell & Co New York	$252M	+$29.8M	7	12.12%	Increased
508	JC Joho Capital New York	$250M	-$25.5M	2	64.86%	Reduced
509	GH GAM Holding Zurich, Switzerland	$250M	-$10.9M	10	16.97%	Reduced
510	MUFG Americas New York	$248M	+$6.05M	11	8.24%	Increased
511	Vaughan Nelson Investment Management Houston, Texas	$248M	+$68.9M	2	4.22%	Increased
512	DVI Deccan Value Investors Greenwich, Connecticut	$247M	+$144M	1	21.39%	Increased
513	Eagle Asset Management St Petersburg, Florida	$246M	+$5.48M	9	1.53%	Increased
514	Rothschild & Co Asset Management US Stamford, Connecticut	$244M	-$36.5M	4	3.81%	Reduced
515	BAPIM British Airways Pensions Investment Management London, United Kingdom	$244M	+$21.3M	6	12.82%	Increased
516	Balyasny Asset Management Chicago, Illinois	$242M	-$62M	12	2.87%	Reduced
517	MVP Miller Value Partners Sarasota, Florida	$241M	+$106M	5	15.49%	Increased
518	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$241M	+$122M	7	21.87%	Increased
519	MML Investors Services Springfield, Massachusetts	$240M	+$15.9M	14	4.13%	Increased
520	BG Bollard Group Boston, Massachusetts	$238M	-$1.89M	11	10.59%	Reduced
521	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$238M	-$8.55M	7	13.14%	Reduced
522	Samlyn Capital New York	$238M	+$106M	3	6.01%	Increased
523	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$237M	-$11.3M	7	4.61%	Reduced
524	KSCM Key Square Capital Management Stamford, Connecticut	$235M	+$161M	3	33.15%	Increased
525	D.A. Davidson & Co Great Falls, Montana	$235M	+$9.23M	10	4.58%	Increased