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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	Black Creek Investment Management Toronto, Ontario, Canada	$304M	-$108M	1	9.4%	Reduced
627	OC Oakmont Corp Los Angeles, California	$302M	$0	4	22.72%	Maintained
628	Mondrian Investment Partners London, United Kingdom	$302M	+$50.2M	3	5.76%	Increased
629	British Airways Pensions Investment Management London, United Kingdom	$299M	$0	5	11.73%	Maintained
630	Southpoint Capital Advisors New York	$298M	+$77.6M	2	5.15%	Increased
631	Phoenix Financial Givatayim, Israel	$297M	-$24.8M	6	5.66%	Reduced
632	Clifford Swan Investment Counsel Pasadena, California	$297M	-$4.23M	12	11.29%	Reduced
633	Stephens Inc Little Rock, Arkansas	$296M	+$15.8M	12	4.44%	Increased
634	Smith Group Asset Management Dallas, Texas	$295M	-$5.44M	6	14.47%	Reduced
635	Cresset Asset Management Chicago, Illinois	$294M	-$4.29M	17	4.17%	Reduced
636	Busey Bank Urbana, Illinois	$294M	+$638K	7	13.74%	Increased
637	CK Cohen Klingenstein New York	$294M	-$69.8K	8	12.62%	Reduced
638	TA TRB Advisors New York	$293M	+$144M	3	66.33%	Increased
639	NEA Management Company Timonium, Maryland	$292M	$0	1	3.81%	Maintained
640	Senator Investment Group New York	$292M	+$130M	1	5.55%	Increased
641	MFWM Motley Fool Wealth Management Alexandria, Virginia	$292M	-$5.23M	4	12.29%	Reduced
642	Cincinnati Financial Corp Fairfield, Ohio	$291M	$0	2	7.11%	Maintained
643	Credit Agricole Montrouge Cedex, France	$291M	+$21.7M	18	5.95%	Increased
644	Shanda Asset Management Holdings Tortola,, British Virgin Islands	$291M	+$92.1M	3	23.73%	Increased
645	Metropolis Capital Amersham, United Kingdom	$291M	+$37.7M	2	18.33%	Increased
646	Cetera Investment Advisers Schaumburg, Illinois	$290M	+$25.7M	19	4.66%	Increased
647	BAM Barrett Asset Management New York	$290M	-$3.97M	9	13.37%	Reduced
648	Salem Investment Counselors Winston Salem, North Carolina	$289M	+$3.08M	15	15.92%	Increased
649	Northeast Investment Management Boston, Massachusetts	$289M	-$4.84M	8	15.58%	Reduced
650	Disciplined Growth Investors Minneapolis, Minnesota	$288M	+$8.97M	4	5.5%	Increased