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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	ANI American National Insurance Galveston, Texas	$219M	$0	7	14.1%	Maintained
552	Kovitz Investment Group Partners Chicago, Illinois	$218M	+$31.5M	9	7.88%	Increased
553	LFDLE La Financiere de L'Echiquier Paris, France	$218M	+$12.6M	6	26.23%	Increased
554	Shelton Capital Management Denver, Colorado	$218M	-$45.3M	10	15.8%	Reduced
555	Glenview Capital Management New York	$218M	-$250M	3	5.92%	Reduced
556	MC Montag & Caldwell Atlanta, Georgia	$217M	+$10.1M	5	14.44%	Increased
557	Disciplined Growth Investors Minneapolis, Minnesota	$217M	+$41M	2	4.96%	Increased
558	Crossmark Global Holdings Houston, Texas	$216M	+$13.8M	13	7.74%	Increased
559	SRIM Saratoga Research & Investment Management Saratoga, California	$216M	-$46M	6	14.97%	Reduced
560	Zacks Investment Management Chicago, Illinois	$216M	-$40.1M	5	5.29%	Reduced
561	UMB Bank Kansas City, Missouri	$213M	-$2.63M	7	7.64%	Reduced
562	PEAK6 Investments Chicago, Illinois	$213M	-$5.92M	12	1.24%	Reduced
563	RIM Redpoint Investment Management Sydney, NSW, Australia	$213M	-$13.9M	11	13.3%	Reduced
564	Confluence Investment Management St. Louis, Missouri	$211M	-$36.9M	6	4.02%	Reduced
565	GAM GuardCap Asset Management London, United Kingdom	$210M	+$51.5M	2	12.15%	Increased
566	FAS Formuepleje A/S Aarhus C, Denmark	$210M	-$21M	5	13.92%	Reduced
567	Profund Advisors Bethesda, Maryland	$209M	-$70.3M	10	15.7%	Reduced
568	Steward Partners Investment Advisory New York	$208M	+$10.3M	22	7.61%	Increased
569	LSCM Light Street Capital Management Palo Alto, California	$207M	-$71.7M	3	10.88%	Reduced
570	QS Investors New York	$207M	-$5.38M	14	3.29%	Reduced
571	BWA Brave Warrior Advisors New York	$206M	-$77.5M	2	11.86%	Reduced
572	Pinnacle Associates New York	$206M	+$1.38M	13	6.25%	Increased
573	Great Lakes Advisors Chicago, Illinois	$205M	-$5.25M	6	6%	Reduced
574	Chilton Investment Company Stamford, Connecticut	$205M	-$5.03M	4	7.76%	Reduced
575	VIM Veritas Investment Management London, United Kingdom	$204M	-$7.99M	4	17.19%	Reduced