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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	Beutel, Goodman & Co Toronto, Ontario, Canada	$274M	+$48.4M	3	1.61%	Increased
602	QPBE Quintet Private Bank (Europe) Luxembourg	$273M	+$251M	9	16.25%	New
603	Maverick Capital Dallas, Texas	$272M	-$121M	9	6.87%	Reduced
604	Associated Banc-Corp Green Bay, Wisconsin	$271M	-$2.96M	6	10.9%	Reduced
605	Ethic Inc New York	$271M	+$64.7M	18	10.98%	Increased
606	TA Trivest Advisors Hong Kong	$270M	-$117M	4	20.98%	Reduced
607	Glenview Trust Louisville, Kentucky	$268M	+$10.1M	7	8.03%	Increased
608	Cincinnati Financial Corp Fairfield, Ohio	$267M	$0	1	6.47%	Maintained
609	Crawford Investment Counsel Atlanta, Georgia	$263M	-$6.5M	6	5.62%	Reduced
610	Disciplined Growth Investors Minneapolis, Minnesota	$263M	+$4.81M	3	6.74%	Increased
611	Atria Investments Charlotte, North Carolina	$262M	+$20.5M	9	4.96%	Increased
612	Meyer Handelman Company Rye Brook, New York	$261M	+$2.02M	7	10.9%	Increased
613	Armistice Capital New York	$261M	-$58M	5	3.75%	Reduced
614	NZS Capital Denver, Colorado	$261M	+$45.4M	4	13.8%	Increased
615	RI RWWM Inc Rocklin, California	$261M	-$18.5M	3	33.74%	Reduced
616	SAMH Shanda Asset Management Holdings Tortola,, British Virgin Islands	$258M	+$4.45M	1	15.11%	Increased
617	CFM Coronation Fund Managers Cape Town, South Africa	$257M	-$31.9M	6	6.85%	Reduced
618	Peregrine Capital Management Minneapolis, Minnesota	$257M	+$2.46M	7	7.41%	Increased
619	InterOcean Capital Group Nashville, Tennessee	$257M	+$12.3M	7	8.67%	Increased
620	Clark Capital Management Group Philadelphia, Pennsylvania	$253M	+$21.6M	7	2.84%	Increased
621	DCM Dupont Capital Management Wilmington, Delaware	$253M	+$17.9M	7	12.09%	Increased
622	Clifford Swan Investment Counsel Pasadena, California	$253M	+$743K	13	10.58%	Increased
623	Soros Fund Management New York	$253M	-$34.2M	5	3.9%	Reduced
624	Avalon Investment & Advisory Houston, Texas	$251M	+$3.19M	7	6.87%	Increased
625	Harvard Management Company Boston, Massachusetts	$250M	$0	1	26.28%	Maintained