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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	Meitav Investment House Bene-Beraq, Israel	$449M	-$38.3M	9	6.59%	Reduced
527	Stonegate Investment Group Birmingham, Alabama	$448M	-$2.2M	9	14.83%	Reduced
528	Riverbridge Partners Minneapolis, Minnesota	$448M	-$10.4M	5	5.6%	Reduced
529	Samlyn Capital New York	$448M	+$21.9M	3	8.92%	Increased
530	Munro Partners Melbourne, Australia	$446M	-$82.2M	3	19.97%	Reduced
531	Advisors Capital Management Ridgewood, New Jersey	$446M	+$74.9M	6	9.08%	Increased
532	Capital Fund Management (CFM) Paris, France	$446M	+$55.1M	13	1.2%	Increased
533	Cincinnati Insurance Fairfield, Ohio	$445M	-$8.54M	1	8.01%	Reduced
534	Eagle Asset Management St Petersburg, Florida	$445M	+$5.47M	11	2.39%	Increased
535	CapitalatWork SA Auderghem,	$443M	+$437M	5	16.05%	New
536	Atreides Management Boston, Massachusetts	$442M	-$265M	5	14.52%	Reduced
537	Fullerton Fund Management Singapore	$441M	+$93.1M	4	25.68%	Increased
538	Schonfeld Strategic Advisors New York	$439M	+$101M	16	2.91%	Increased
539	South Dakota Investment Council Sioux Falls, South Dakota	$439M	-$20.7M	8	9.33%	Reduced
540	DFO Duquesne Family Office New York	$438M	-$102M	3	13.06%	Reduced
541	Cannell & Co New York	$436M	+$1.63M	6	13.83%	Increased
542	Sapient Capital Indianapolis, Indiana	$436M	+$412M	9	11.24%	New
543	Pinnacle Associates New York	$436M	+$1.92M	11	7.33%	Increased
544	KCM Kensico Capital Management Greenwich, Connecticut	$433M	+$830K	3	16.41%	Increased
545	SCM Silvant Capital Management Atlanta, Georgia	$430M	-$8.51M	8	23.12%	Reduced
546	Shelton Capital Management Denver, Colorado	$430M	+$1.79M	12	13.62%	Increased
547	Badgley Phelps Wealth Managers Seattle, Washington	$430M	+$77.5M	6	11.71%	Increased
548	Crossmark Global Holdings Houston, Texas	$428M	+$503K	16	8.88%	Increased
549	Perfromance Wealth Partners Hinsdale, Illinois	$426M	-$4.89M	6	18.73%	Reduced
550	BCM Bluefin Capital Management New York	$425M	+$14.6M	5	36.87%	Increased