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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	Advisors Asset Management Monument, Colorado	$508M	-$22.5M	23	8.45%	Reduced
602	BNP Paribas Paris, France	$507M	+$19.6M	12	16.13%	Increased
603	Chicago Capital Chicago, Illinois	$504M	+$10.1M	13	13.6%	Increased
604	Mizuho Securities USA New York	$504M	-$112M	9	11.89%	Reduced
605	DF Dent & Co Baltimore, Maryland	$504M	-$50.8M	6	9.66%	Reduced
606	Associated Banc-Corp Green Bay, Wisconsin	$504M	-$11.4M	6	13.34%	Reduced
607	Kayne Anderson Rudnick Investment Management Los Angeles, California	$503M	+$10.1M	16	1.48%	Increased
608	FFM Fisher Funds Management Auckland, New Zealand	$500M	+$2.66M	7	14.64%	Increased
609	Stephens Inc Little Rock, Arkansas	$496M	+$12.9M	13	6.2%	Increased
610	Marsico Capital Management Denver, Colorado	$493M	-$29.2M	4	14.48%	Reduced
611	Sanibel Captiva Trust Company Sanibel, Florida	$492M	+$3.78M	9	13.78%	Increased
612	LT Lindsell Train London, United Kingdom	$492M	-$121M	2	15.67%	Reduced
613	DP DDD Partners Bellevue, Washington	$491M	+$1.71M	6	33.85%	Increased
614	Achmea Investment Management Zeist, Netherlands	$490M	+$9.52M	6	12.94%	Increased
615	CAM Contour Asset Management New York	$487M	+$104M	3	15.83%	Increased
616	SAMH Shanda Asset Management Holdings Tortola,, British Virgin Islands	$486M	+$46.8M	2	26.29%	Increased
617	Meitav Investment House Bene-Beraq, Israel	$484M	+$120M	7	5.31%	Increased
618	Antipodes Partners Royal Exchange, Australia	$484M	+$93.8M	5	9.33%	Increased
619	CC Capital Counsel New York	$484M	-$20.1M	5	20.59%	Reduced
620	Brinker Capital Investments Berwyn, Pennsylvania	$482M	-$81.5M	15	4.11%	Reduced
621	South Dakota Investment Council Sioux Falls, South Dakota	$480M	+$4.93M	11	9.15%	Increased
622	Summit Trail Advisors New York	$479M	+$163M	22	6.86%	Increased
623	Sapient Capital Indianapolis, Indiana	$478M	-$163M	6	7.22%	Reduced
624	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$476M	-$6.15M	10	15.07%	Reduced
625	Atlantic Union Bankshares Glen Allen, Virginia	$476M	+$11.5M	22	9.14%	Increased