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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	WhitTier Trust Company Reno, Nevada	$365M	+$1.54M	18	12.94%	Increased
552	SCA Southpoint Capital Advisors New York	$365M	+$65.7M	2	8.15%	Increased
553	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$365M	-$10.8M	10	14.6%	Reduced
554	Samlyn Capital New York	$363M	+$144M	3	5.94%	Increased
555	Hardman Johnston Global Advisors Stamford, Connecticut	$363M	+$49.6M	5	12.17%	Increased
556	Country Trust Bank Bloomington, Illinois	$362M	-$20.1M	9	10.6%	Reduced
557	Advisors Asset Management Monument, Colorado	$360M	-$23.2M	18	7.67%	Reduced
558	Eisler Capital (UK) London, United Kingdom	$359M	+$300M	7	2.26%	Increased
559	Credit Agricole Montrouge Cedex, France	$359M	+$5.97M	19	5.8%	Increased
560	Nomura Holdings Tokyo, Japan	$358M	-$269M	13	1.02%	Reduced
561	Madison Asset Management Madison, Wisconsin	$355M	+$30.4M	7	5.21%	Increased
562	Ethic Inc New York	$354M	+$29.8M	18	12.42%	Increased
563	Synovus Financial Columbus, Georgia	$353M	-$13M	13	4.03%	Reduced
564	CC Capital Counsel New York	$353M	-$1.33M	5	19.62%	Reduced
565	Disciplined Growth Investors Minneapolis, Minnesota	$352M	-$5.41M	3	8.39%	Reduced
566	Adams Diversified Equity Fund Baltimore, Maryland	$352M	+$13.9M	4	15.05%	Increased
567	Scharf Investments Los Gatos, California	$350M	-$10.6M	4	10.48%	Reduced
568	Capital Fund Management (CFM) Paris, France	$350M	+$192M	13	1.21%	Increased
569	Close Asset Management London, United Kingdom	$350M	+$7.9M	11	18.04%	Increased
570	R.M. Davis Inc Portland, Maine	$349M	+$4.93M	7	8.75%	Increased
571	BCM Bluefin Capital Management New York	$348M	+$352M	3	29.39%	Increased
572	SC SRB Corp Boston, Massachusetts	$348M	$0	2	21.05%	Maintained
573	CAM ClariVest Asset Management San Diego, California	$346M	-$22.5M	19	18.86%	Reduced
574	Tower Research Capital (TRC) New York	$346M	+$147M	43	10.83%	Increased
575	Capital Advisors Inc Tulsa, Oklahoma	$345M	+$48.1M	6	9.03%	Increased