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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	$390M	-$32.6M	2	36.07%	Reduced
577	Synovus Financial Columbus, Georgia	$389M	+$3.27M	14	3.86%	Increased
578	TC TownSquare Capital Provo, Utah	$389M	+$36.8M	10	9.74%	Increased
579	Ariel Investments Chicago, Illinois	$388M	-$30.9M	3	3.27%	Reduced
580	NS Partners London, United Kingdom	$387M	+$3.12M	5	18.16%	Increased
581	Brandywine Global Investment Management Philadelphia, Pennsylvania	$387M	-$3.91M	4	2.77%	Reduced
582	Capital Counsel New York	$385M	-$2.84M	5	16.29%	Reduced
583	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$384M	+$5.14M	13	14.14%	Increased
584	Pinnacle Associates New York	$384M	+$2M	15	6.62%	Increased
585	Border to Coast Pensions Partnership Leeds, United Kingdom	$382M	$0	4	12.88%	Maintained
586	ROIC Route One Investment Company San Francisco, California	$382M	-$39.1M	2	8.47%	Reduced
587	GC Gobi Capital San Francisco, California	$381M	-$1.96M	1	19.39%	Reduced
588	Aristotle Atlantic Partners Sarasota, Florida	$381M	+$8.61M	7	22.11%	Increased
589	Phoenix Financial Givatayim, Israel	$380M	+$18.1M	8	6.27%	Increased
590	Saratoga Research & Investment Management Saratoga, California	$380M	-$7.27M	6	16.17%	Reduced
591	Rothschild & Co Asset Management US Stamford, Connecticut	$380M	-$8.43M	4	4.46%	Reduced
592	CM Conifer Management New York	$378M	+$51.8M	2	26.47%	Increased
593	Greenwoods Asset Management (HK) Hong Kong	$378M	+$172M	3	14%	Increased
594	Crake Asset Management London, United Kingdom	$377M	+$203M	4	21.35%	Increased
595	Busey Bank Urbana, Illinois	$376M	-$12M	6	14.24%	Reduced
596	YC Yarbrough Capital Franklin, Tennessee	$376M	+$379M	7	20.15%	New
597	WhitTier Trust Company Reno, Nevada	$375M	+$5.31M	16	13.71%	Increased
598	BG Bollard Group Boston, Massachusetts	$375M	-$16.8M	17	11.99%	Reduced
599	WMC Westwood Management Corporation Chicago, Illinois	$374M	-$7.89M	5	28.63%	Reduced
600	NewEdge Advisors New Orleans, Louisiana	$373M	+$116M	19	5.63%	Increased