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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
551	Intermede Investment Partners London, United Kingdom	$198M	+$5.36M	3	15.69%	Increased
552	MC Martin Currie Edinburgh, United Kingdom	$198M	+$3.72M	4	13.85%	Increased
553	Pacer Advisors Malvern, Pennsylvania	$198M	+$27.6M	11	8.96%	Increased
554	Ferguson Wellman Capital Management Portland, Oregon	$198M	+$1.8M	7	6.92%	Increased
555	Daiwa Securities Group Tokyo, Japan	$197M	+$18.2M	13	1.55%	Increased
556	Great Lakes Advisors Chicago, Illinois	$196M	-$24.4M	9	4.59%	Reduced
557	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$195M	-$21.9M	8	6.78%	Reduced
558	QS Investors New York	$194M	-$14.8M	16	1.92%	Reduced
559	FTCM Fir Tree Capital Management New York	$194M	-$29.6M	2	8.65%	Reduced
560	CFM Coronation Fund Managers Cape Town, South Africa	$194M	+$25.8M	4	7.56%	Increased
561	CAM Contour Asset Management New York	$193M	+$34.8M	3	7.97%	Increased
562	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$193M	-$1.47M	3	3.46%	Reduced
563	CC Cannell & Co New York	$193M	-$589K	7	7.21%	Reduced
564	Brighton Jones LLC Seattle, Washington	$193M	-$843K	8	24.81%	Reduced
565	Castleark Management Chicago, Illinois	$193M	-$20.4M	10	5.93%	Reduced
566	TP Tesuji Partners Fort Lee, New Jersey	$193M	$0	1	10.75%	Maintained
567	RIM Redpoint Investment Management Sydney, NSW, Australia	$192M	+$1.4M	12	10.42%	Increased
568	ANI American National Insurance Galveston, Texas	$191M	$0	7	9.46%	Maintained
569	BRIM Broad Run Investment Management Arlington, Virginia	$191M	-$49.9M	2	6.49%	Reduced
570	Cornerstone Investment Partners Atlanta, Georgia	$190M	-$8.11M	5	8.6%	Reduced
571	Dragoneer Investment Group San Francisco, California	$189M	-$10.8M	2	16.56%	Reduced
572	NA Neuburgh Advisers Los Angeles, California	$187M	-$9.6M	9	6.24%	Reduced
573	Bartlett & Co Wealth Management Cincinnati, Ohio	$187M	-$3.2M	10	7.59%	Reduced
574	Bartlett & Co Cincinnati, Ohio	$187M	-$3.2M	10	7.59%	Reduced
575	Birch Hill Investment Advisors Boston, Massachusetts	$186M	-$4.52M	6	14.79%	Reduced