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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	Cryder Capital Partners London, United Kingdom	$205M	+$86.5M	3	26.34%	Increased
552	AAM Ardevora Asset Management London, United Kingdom	$205M	+$11M	6	5.7%	Increased
553	Veritas Investment Management London, United Kingdom	$204M	-$2.62M	5	17.95%	Reduced
554	Harvest Fund Management Beijing, China	$204M	-$15M	9	26.06%	Reduced
555	UMB Bank Kansas City, Missouri	$202M	+$6.85M	7	4.85%	Increased
556	MC Montag & Caldwell Atlanta, Georgia	$202M	-$3.57M	4	10.39%	Reduced
557	Nan Shan Life Insurance Taipei City, Taiwan	$202M	+$122M	3	5.55%	Increased
558	QS Investors New York	$201M	+$7.5M	15	2.19%	Increased
559	MML Investors Services Springfield, Massachusetts	$200M	-$32.4M	15	3.22%	Reduced
560	HAM HHR Asset Management Berkeley Heights, New Jersey	$199M	+$34.4M	4	20.14%	Increased
561	AC Athanor Capital New York	$198M	+$84.7M	9	12.75%	Increased
562	Crossmark Global Holdings Houston, Texas	$198M	-$43.6M	14	5.78%	Reduced
563	Driehaus Capital Management Chicago, Illinois	$197M	+$9.32M	10	6.41%	Increased
564	Pinnacle Associates New York	$195M	+$13.2M	13	4.6%	Increased
565	Taikang Asset Management (HK) Hong Kong	$195M	+$56.1M	5	21.09%	Increased
566	Disciplined Growth Investors Minneapolis, Minnesota	$195M	+$49.8M	2	3.6%	Increased
567	Newbrook Capital Advisors New York	$195M	+$36.7M	3	15.17%	Increased
568	SIM Sentry Investment Management Stevens Point, Wisconsin	$193M	-$724K	11	12.62%	Reduced
569	Altimeter Capital Management Boston, Massachusetts	$192M	+$30.4M	5	4.69%	Increased
570	Kayne Anderson Rudnick Investment Management Los Angeles, California	$190M	+$2.94M	7	0.99%	Increased
571	Luxor Capital Group New York	$190M	-$33.5M	3	5.03%	Reduced
572	Kovitz Investment Group Partners Chicago, Illinois	$189M	+$528K	9	6.03%	Increased
573	NA Neuburgh Advisers Los Angeles, California	$189M	+$4.11M	10	5.89%	Increased
574	CC Cederberg Capital London, United Kingdom	$187M	+$34.3M	1	37.52%	Increased
575	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$185M	+$186M	8	3.34%	New