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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	IC Immersion Capital London, United Kingdom	$351M	-$15.9M	2	33.83%	Reduced
577	UMB Bank Kansas City, Missouri	$347M	-$5.37M	8	7.93%	Reduced
578	Peregrine Capital Management Minneapolis, Minnesota	$346M	+$56.6M	5	6.21%	Increased
579	Nan Shan Life Insurance Taipei City, Taiwan	$343M	+$174M	4	5.8%	Increased
580	WorldQuant Millennium Advisors New York	$341M	-$164M	8	7.53%	Reduced
581	GC Gobi Capital San Francisco, California	$339M	$0	1	20.4%	Maintained
582	JC Joho Capital New York	$338M	$0	4	48.09%	Maintained
583	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$338M	+$751K	12	12.96%	Increased
584	Synovus Financial Columbus, Georgia	$337M	+$6.13M	13	3.32%	Increased
585	Qube Research & Technologies (QRT) London, United Kingdom	$336M	+$12.1M	18	3.83%	Increased
586	NS Partners London, United Kingdom	$336M	+$3.58M	5	17.7%	Increased
587	Cetera Advisor Networks El Segundo, California	$335M	+$114M	21	4.72%	Increased
588	EdgePoint Investment Group Toronto, Ontario, Canada	$333M	+$327M	1	2.54%	New
589	B BP London, United Kingdom	$333M	-$112M	15	14.26%	Reduced
590	Tower Research Capital (TRC) New York	$332M	-$321M	37	8.63%	Reduced
591	Aristotle Atlantic Partners Sarasota, Florida	$332M	+$13.6M	7	21.88%	Increased
592	Makena Capital Management Menlo Park, California	$331M	-$24.1M	6	48.89%	Reduced
593	GAM Holding Zurich, Switzerland	$331M	+$25.4M	10	14.32%	Increased
594	Trillium Asset Management Boston, Massachusetts	$331M	+$13.5M	6	9.13%	Increased
595	Pinnacle Associates New York	$329M	-$5.82M	15	5.95%	Reduced
596	Laird Norton Wetherby Trust Company Seattle, Washington	$328M	-$12M	8	34.27%	Reduced
597	Alta Capital Management Salt Lake City, Utah	$328M	-$27.9M	5	9.45%	Reduced
598	WCM Investment Management Laguna Beach, California	$328M	+$7.94M	3	0.83%	Increased
599	Nippon Life Global Investors Americas New York	$327M	-$1.31M	3	16.3%	Reduced
600	People's United Financial Bridgeport, Connecticut	$327M	+$893K	13	7.32%	Increased