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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	PEAK6 Chicago, Illinois	$493M	+$794M	14	0.91%	Increased
602	Meyer Handelman Company Rye Brook, New York	$492M	+$1.52M	7	16.24%	Increased
603	Consulta London, United Kingdom	$492M	+$49.1M	2	31.47%	Increased
604	Metis Global Partners San Diego, California	$489M	-$44.5M	15	12.62%	Reduced
605	Samlyn Capital New York	$489M	+$135M	2	6.71%	Increased
606	Capital Counsel New York	$488M	-$4.93M	5	19.81%	Reduced
607	Empowered Funds Havertown, Pennsylvania	$483M	+$147M	23	5.47%	Increased
608	Associated Banc-Corp Green Bay, Wisconsin	$483M	-$3.55M	6	13.68%	Reduced
609	Nikko Asset Management Americas New York	$477M	-$4.56M	7	4.75%	Reduced
610	Congress Wealth Management Boston, Massachusetts	$476M	+$16.9M	17	4.61%	Increased
611	Hancock Whitney Gulfport, Mississippi	$476M	+$110M	9	9.09%	Increased
612	Adams Diversified Equity Fund Baltimore, Maryland	$475M	-$13.4M	5	17.02%	Reduced
613	Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg	$474M	-$40.7M	5	13.58%	Reduced
614	NS Partners London, United Kingdom	$473M	-$16.5M	3	19.32%	Reduced
615	Dai-ichi Life Insurance Company Tokyo, Japan	$471M	-$11.2M	14	13.22%	Reduced
616	Strategy Capital Los Altos, California	$470M	+$16.7M	3	31.65%	Increased
617	Baupost Group Boston, Massachusetts	$467M	+$91.9M	1	11.31%	Increased
618	Penserra Capital Management Orinda, California	$466M	+$75.4M	19	6.51%	Increased
619	Disciplined Growth Investors Minneapolis, Minnesota	$461M	-$2.27M	3	8.82%	Reduced
620	Marathon Asset Management (UK) London, United Kingdom	$461M	+$3.95M	6	14.78%	Increased
621	Madison Asset Management Madison, Wisconsin	$459M	-$68.5M	7	4.96%	Reduced
622	Birch Hill Investment Advisors Boston, Massachusetts	$459M	-$6.34M	7	20.38%	Reduced
623	Chicago Capital Chicago, Illinois	$459M	-$1.57M	9	11.32%	Reduced
624	Mesirow Financial Investment Management Chicago, Illinois	$458M	+$4.17M	8	8.94%	Increased
625	Clal Insurance Tel-Aviv, Israel	$458M	+$3.34M	6	4.5%	Increased