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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
576	Hyperion Asset Management Brisbane, Australia	$245M	+$7.63M	4	34.29%	Increased
577	Rafferty Asset Management New York	$244M	+$158M	14	3.44%	Increased
578	People's United Financial Bridgeport, Connecticut	$243M	-$4.64M	12	7.09%	Reduced
579	SRIM Saratoga Research & Investment Management Saratoga, California	$242M	-$18.8M	6	15.26%	Reduced
580	CT Cambridge Trust Cambridge, Massachusetts	$241M	-$2.29M	7	12.67%	Reduced
581	NP NS Partners London, United Kingdom	$241M	+$9.27M	5	17.83%	Increased
582	MICM Matthews International Capital Management San Francisco, California	$239M	-$540M	2	18.58%	Reduced
583	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$238M	+$474K	1	45.1%	New
584	SIM Sentry Investment Management Stevens Point, Wisconsin	$236M	-$23.1M	11	14.37%	Reduced
585	OC Oakmont Corp Los Angeles, California	$235M	-$169K	2	30.68%	Reduced
586	BWA Brave Warrior Advisors New York	$235M	-$15.6M	2	11.68%	Reduced
587	Synovus Financial Columbus, Georgia	$234M	-$60.2M	19	3.4%	Reduced
588	OAM Origin Asset Management London, United Kingdom	$234M	+$5.29M	4	34.36%	Increased
589	Gotham Asset Management New York	$229M	+$60.4M	13	6.86%	Increased
590	MC Montag & Caldwell Atlanta, Georgia	$229M	-$47.4M	5	15.16%	Reduced
591	HCM HMI Capital Management San Francisco, California	$228M	-$2.02M	1	10.88%	Reduced
592	Beutel, Goodman & Co Toronto, Ontario, Canada	$227M	+$21.4M	2	1.87%	Increased
593	Cambiar Investors Denver, Colorado	$226M	+$70.4M	4	10.36%	Increased
594	Intermede Investment Partners London, United Kingdom	$226M	+$4.48M	2	11.05%	Increased
595	GW&K Investment Management Boston, Massachusetts	$225M	+$9.1M	4	3.16%	Increased
596	Nippon Life Global Investors Americas New York	$225M	+$3.71M	3	16.08%	Increased
597	Munro Partners Melbourne, Australia	$225M	+$19.6M	3	25.38%	Increased
598	Wealthfront Advisers Palo Alto, California	$225M	+$5.9M	9	1.74%	Increased
599	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$224M	+$68.5M	3	17.24%	Increased
600	Cincinnati Financial Corp Fairfield, Ohio	$223M	$0	2	7.49%	Maintained