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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	Busey Bank Urbana, Illinois	$351M	+$50.5M	6	14.14%	Increased
577	JC Joho Capital New York	$351M	+$62.1M	4	47.18%	Increased
578	NP NS Partners London, United Kingdom	$351M	+$3.42M	4	17.87%	Increased
579	Rothschild & Co Asset Management US Stamford, Connecticut	$350M	-$31.2M	4	4.35%	Reduced
580	WMC Westwood Management Corporation Chicago, Illinois	$349M	-$23.5M	5	28.65%	Reduced
581	Synovus Financial Columbus, Georgia	$348M	+$4.32M	13	3.67%	Increased
582	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$346M	+$9.17M	12	13.11%	Increased
583	CFM Coronation Fund Managers Cape Town, South Africa	$345M	-$114M	5	13.01%	Reduced
584	Pinnacle Associates New York	$345M	+$7.67M	16	6.37%	Increased
585	CC Capital Counsel New York	$342M	-$561K	5	16.83%	Reduced
586	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$342M	-$57.5M	3	11.94%	Reduced
587	Aristotle Atlantic Partners Sarasota, Florida	$341M	+$3.16M	7	22.57%	Increased
588	Peregrine Capital Management Minneapolis, Minnesota	$340M	-$2.37M	5	7.05%	Reduced
589	Laird Norton Wetherby Trust Company Seattle, Washington	$340M	+$603K	8	34.73%	Increased
590	Phoenix Financial Givatayim, Israel	$338M	+$50.6M	8	5.86%	Increased
591	XEA XN Exponent Advisors New York	$338M	+$158M	4	16.18%	Increased
592	SC SRB Corp Boston, Massachusetts	$336M	-$2.52M	3	20.22%	Reduced
593	Leonteq Securities AG Zurich, Switzerland	$335M	+$174M	20	14.3%	Increased
594	People's United Financial Bridgeport, Connecticut	$332M	-$4.69M	13	7.41%	Reduced
595	AC Alleghany Corporation New York	$331M	+$1.86M	3	10.2%	Increased
596	Birch Hill Investment Advisors Boston, Massachusetts	$331M	-$4.4M	6	17.77%	Reduced
597	WhitTier Trust Company Reno, Nevada	$330M	+$543K	16	13.52%	Increased
598	Associated Banc-Corp Green Bay, Wisconsin	$330M	-$762K	6	13.05%	Reduced
599	DCM Dupont Capital Management Wilmington, Delaware	$329M	-$125M	15	10.35%	Reduced
600	Castle Hook Partners New York	$329M	+$93.9M	4	12.2%	Increased