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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	TimesSquare Capital Management New York	$272M	-$7.05M	4	2.21%	Reduced
602	Oakmont Corp Los Angeles, California	$272M	+$1.13M	4	24.12%	Increased
603	NAYA Capital Management (UK) London, United Kingdom	$271M	-$2.73M	1	10.95%	Reduced
604	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$271M	+$264M	2	4.57%	New
605	Mercer Global Advisors Denver, Colorado	$269M	+$17.8M	15	3.36%	Increased
606	Pinnacle Associates New York	$269M	-$3.27M	13	5.46%	Reduced
607	Kentucky Retirement Systems Frankfort, Kentucky	$269M	+$11M	10	13.86%	Increased
608	Synovus Financial Columbus, Georgia	$268M	+$2.21M	13	3.09%	Increased
609	Rothschild & Co Asset Management US Stamford, Connecticut	$266M	+$60.6M	4	3.42%	Increased
610	Black Creek Investment Management Toronto, Ontario, Canada	$265M	+$38.8M	1	8.26%	Increased
611	SC SRB Corp Boston, Massachusetts	$264M	-$124M	2	19.44%	Reduced
612	NS Partners London, United Kingdom	$264M	+$1.67M	5	15.42%	Increased
613	Wealthfront Advisers Palo Alto, California	$264M	+$7.88M	9	1.59%	Increased
614	Smith Group Asset Management Dallas, Texas	$262M	-$104M	4	15.18%	Reduced
615	Disciplined Growth Investors Minneapolis, Minnesota	$261M	+$18.8M	2	5.03%	Increased
616	Platinum Investment Management Sydney Australia 2000, Australia	$260M	-$168M	7	5.97%	Reduced
617	Chilton Investment Company Stamford, Connecticut	$259M	-$31.4M	5	7.4%	Reduced
618	Montrusco Bolton Investments Montreal, Quebec, Canada	$259M	+$76.4M	3	11.37%	Increased
619	Avalon Investment & Advisory Houston, Texas	$257M	-$22.3M	9	5.24%	Reduced
620	Cambiar Investors Denver, Colorado	$257M	+$32.8M	4	10.03%	Increased
621	Abrams Capital Management Boston, Massachusetts	$257M	$0	1	7.24%	Maintained
622	Regal Partners Sydney, NSW, Australia	$255M	-$6.34M	1	26.36%	Reduced
623	CA Cornerstone Advisors Asheville, North Carolina	$255M	-$11.7M	4	22.35%	Reduced
624	AssetMark Inc Concord, California	$253M	+$4.88M	14	1.41%	Increased
625	Motley Fool Wealth Management Alexandria, Virginia	$253M	+$4.01M	4	11.24%	Increased