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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	CC Capital Counsel New York	$432M	+$1.54M	5	19.85%	Increased
577	Oversea-Chinese Banking Corp (OCBC) Singapore	$432M	+$23.4M	11	12.89%	Increased
578	Trillium Asset Management Boston, Massachusetts	$431M	+$11.4M	6	10.96%	Increased
579	Kornitzer Capital Management Shawnee Mission, Kansas	$428M	-$3.36M	7	7.85%	Reduced
580	F.L. Putnam Investment Management Lynnfield, Massachusetts	$428M	+$1.1M	7	9.11%	Increased
581	Sanibel Captiva Trust Company Sanibel, Florida	$426M	-$625K	9	14.51%	Reduced
582	Stonegate Investment Group Birmingham, Alabama	$425M	-$75.4M	10	13.33%	Reduced
583	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$424M	-$112M	13	12.61%	Reduced
584	BOK Financial Tulsa, Oklahoma	$421M	-$3.69M	18	7.67%	Reduced
585	Quadrature Capital London, United Kingdom	$419M	-$188M	15	7.16%	Reduced
586	SpiderRock Advisors Wilimington, Delaware	$418M	+$407M	13	10.41%	New
587	GCM Gladstone Capital Management London, United Kingdom	$418M	+$45.7M	5	41.35%	Increased
588	LBP AM Paris, France	$416M	-$237M	10	16.57%	Reduced
589	Samlyn Capital New York	$415M	-$82.4M	3	6.95%	Reduced
590	Westwood Holdings Group Dallas, Texas	$414M	-$29.5M	6	3.25%	Reduced
591	InterOcean Capital Group Nashville, Tennessee	$414M	-$10.2M	7	9.88%	Reduced
592	APG Asset Management US New York	$412M	+$144M	6	2.39%	Increased
593	Kayne Anderson Rudnick Investment Management Los Angeles, California	$412M	-$4.17M	14	0.95%	Reduced
594	Chicago Capital Chicago, Illinois	$411M	+$70.2M	9	12.53%	Increased
595	Associated Banc-Corp Green Bay, Wisconsin	$411M	+$7.7M	6	13.02%	Increased
596	NP NS Partners London, United Kingdom	$409M	+$620K	5	18.84%	Increased
597	SRIM Saratoga Research & Investment Management Saratoga, California	$408M	+$21.5M	6	18.54%	Increased
598	Capital Fund Management (CFM) Paris, France	$407M	-$83.1M	14	1.18%	Reduced
599	JHP James Hambro & Partners London, United Kingdom	$407M	+$2.56M	5	19.04%	Increased
600	SAM Securian Asset Management St Paul, Minnesota	$406M	-$27.9M	12	11.89%	Reduced