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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
626	Munro Partners Melbourne, Australia	$158M	+$115M	4	23.6%	Increased
627	GW&K Investment Management Boston, Massachusetts	$158M	+$85.3M	4	2.55%	Increased
628	Winton Group London, United Kingdom	$157M	-$11.7M	13	3.15%	Reduced
629	JMH J.M. Hartwell New York	$156M	-$858K	5	28.47%	Reduced
630	Myriad Asset Management North Point, Hong Kong	$156M	+$143M	2	14.04%	New
631	TP Thunderbird Partners London, United Kingdom	$156M	+$336K	1	20.68%	Increased
632	Associated Banc-Corp Green Bay, Wisconsin	$155M	+$12M	6	8.95%	Increased
633	CEP Chicago Equity Partners Chicago, Illinois	$155M	-$16.6M	10	5.99%	Reduced
634	WesBanco Bank Wheeling, West Virginia	$155M	+$4.33M	9	7.73%	Increased
635	Taikang Asset Management (HK) Hong Kong	$155M	-$19.9M	4	21.29%	Reduced
636	Northeast Investment Management Boston, Massachusetts	$154M	-$1.06M	8	12.97%	Reduced
637	Vaughan Nelson Investment Management Houston, Texas	$153M	+$1.15M	2	2.05%	Increased
638	FC Fairpointe Capital Chicago, Illinois	$152M	-$48.3M	4	5.07%	Reduced
639	Impax Asset Management Group London, United Kingdom	$152M	-$2.36M	7	2.09%	Reduced
640	Private Advisor Group Morristown, New Jersey	$151M	+$4.81M	15	2.98%	Increased
641	IHL Investment House LLC Redondo Beach, California	$150M	+$3.65M	8	16.2%	Increased
642	Clark Capital Management Group Philadelphia, Pennsylvania	$149M	+$10M	9	3.56%	Increased
643	Cincinnati Financial Corp Fairfield, Ohio	$149M	$0	2	6.02%	Maintained
644	Meyer Handelman Company Rye Brook, New York	$148M	-$1.91M	8	7.71%	Reduced
645	Cambridge Trust Cambridge, Massachusetts	$148M	+$125K	7	8.84%	Increased
646	RWC Asset Management London, United Kingdom	$147M	+$14.3M	3	6.72%	Increased
647	Intermede Investment Partners London, United Kingdom	$147M	-$26.6M	2	9.14%	Reduced
648	FCM Flinton Capital Management Philadelphia, Pennsylvania	$147M	-$7.42M	7	4.82%	Reduced
649	Ossiam Paris, France	$146M	+$80M	7	12.08%	Increased
650	PFM Health Sciences San Francisco, California	$146M	-$152M	5	3.23%	Reduced