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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
526	Consulta London, United Kingdom	$459M	-$107M	2	22.68%	Reduced
527	Krane Funds Advisors New York	$459M	-$75.8M	8	11.52%	Reduced
528	OMERS Administration Corp Toronto, Ontario, Canada	$456M	-$36.1M	3	5.91%	Reduced
529	Wealthfront Advisers Palo Alto, California	$452M	+$21.3M	15	1.91%	Increased
530	WorldQuant Millennium Advisors New York	$449M	-$19.6M	6	8.93%	Reduced
531	Homestead Advisers Arlington, Virginia	$448M	-$28.8M	3	10.31%	Reduced
532	Adams Diversified Equity Fund Baltimore, Maryland	$444M	-$21.9M	4	16.86%	Reduced
533	HCM Hitchwood Capital Management New York	$444M	-$26.8M	7	15.05%	Reduced
534	Voloridge Investment Management Jupiter, Florida	$444M	-$167M	18	2.43%	Reduced
535	D.A. Davidson & Co Great Falls, Montana	$442M	-$7.2M	16	4.71%	Reduced
536	Crossmark Global Holdings Houston, Texas	$442M	+$24.1M	17	9.6%	Increased
537	Martingale Asset Management Boston, Massachusetts	$440M	-$18.6M	7	5.63%	Reduced
538	Qube Research & Technologies (QRT) London, United Kingdom	$438M	+$164M	21	3.38%	Increased
539	R.H. Bluestein & Co Birmingham, Michigan	$437M	-$4.87M	8	15.62%	Reduced
540	Voyager Global Management New York	$437M	+$436M	3	31.71%	New
541	Antipodes Partners Royal Exchange, Australia	$437M	-$85.8M	3	15.68%	Reduced
542	Crestwood Advisors Group Boston, Massachusetts	$436M	-$9.7M	7	11.33%	Reduced
543	Bridges Investment Management Omaha, Nebraska	$435M	-$3.75M	6	12.73%	Reduced
544	Kornitzer Capital Management Shawnee Mission, Kansas	$433M	-$11.5M	12	6.45%	Reduced
545	Connectus Wealth Cincinnati, Ohio	$432M	+$190M	11	16.74%	Increased
546	AH Equity Partners III Menlo Park, California	$432M	-$252M	1	13.11%	Reduced
547	R.M. Davis Inc Portland, Maine	$428M	+$605K	7	9.54%	Increased
548	Argent Capital Management St Louis, Missouri	$427M	-$2.03M	6	12.34%	Reduced
549	Abrams Capital Management Boston, Massachusetts	$424M	$0	1	9.31%	Maintained
550	ACA Abdiel Capital Advisors New York	$421M	$0	1	12.89%	Maintained