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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
601	AIM AIA Investment Management Singapore	$188M	+$10.6M	9	38.82%	Increased
602	R.M. Davis Inc Portland, Maine	$188M	+$9.52M	7	7.8%	Increased
603	SAM Southeastern Asset Management Memphis, Tennessee	$187M	-$16.9M	1	4.46%	Reduced
604	NA Newport Asia San Francisco, California	$187M	-$25.6M	1	53.68%	Reduced
605	New Mexico Educational Retirement Board Santa Fe, New Mexico	$186M	-$46.4M	11	11.27%	Reduced
606	FCI Financial Counselors Inc Overland Park, Kansas	$186M	+$8.26M	9	8.25%	Increased
607	SCA Southpoint Capital Advisors New York	$186M	+$5.55M	1	5.43%	Increased
608	AKO Capital London, United Kingdom	$184M	-$33M	1	3.87%	Reduced
609	Altimeter Capital Management Boston, Massachusetts	$181M	+$484K	4	5.45%	Increased
610	Hyperion Asset Management Brisbane, Australia	$181M	+$4.87M	4	43.7%	Increased
611	NP NS Partners London, United Kingdom	$181M	+$696K	5	16.82%	Increased
612	Clark Capital Management Group Philadelphia, Pennsylvania	$180M	+$51.9M	7	4.57%	Increased
613	GW&K Investment Management Boston, Massachusetts	$179M	+$14M	4	3.16%	Increased
614	Cincinnati Financial Corp Fairfield, Ohio	$178M	$0	2	7.12%	Maintained
615	Letko, Brosseau & Associates Montreal, Quebec, Canada	$178M	+$8.86M	6	3.05%	Increased
616	Erste Asset Management Vienna, Austria	$177M	-$1.37M	10	10.31%	Reduced
617	FI Focused Investors Los Angeles, California	$177M	+$2.52M	1	8.81%	Increased
618	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$175M	-$105M	7	4.73%	Reduced
619	ACM Argent Capital Management St Louis, Missouri	$175M	-$2.54M	6	8.25%	Reduced
620	Crawford Investment Counsel Atlanta, Georgia	$175M	+$16.4M	6	5.88%	Increased
621	RAM RWC Asset Management London, United Kingdom	$175M	+$34.5M	2	8.9%	Increased
622	AAM AMI Asset Management Los Angeles, California	$175M	+$42.3M	3	11.02%	Increased
623	MCM McKinley Capital Management Anchorage, Alaska	$174M	+$13M	5	14.02%	Increased
624	CT Cambridge Trust Cambridge, Massachusetts	$174M	-$5.39M	7	11.95%	Reduced
625	SI SQN Investors Menlo Park, California	$174M	-$24.6M	2	17.54%	Reduced