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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	Allianz Munich, Germany	$423M	+$9.3M	12	11.01%	Increased
627	Tokio Marine Asset Management Tokyo, Japan	$421M	+$24.1M	14	14.96%	Increased
628	Wilmington Savings Fund Society Wilmington, Delaware	$421M	+$15.8M	20	7.58%	Increased
629	Trillium Asset Management Boston, Massachusetts	$421M	-$23.9M	6	10.91%	Reduced
630	Susquehanna Advisors Group Bala Cynwyd, Pennsylvania	$420M	+$421M	4	12.29%	New
631	Gotham Asset Management New York	$419M	-$7.29M	19	3.97%	Reduced
632	Vinva Investment Management Sydney, Australia	$419M	+$22.6M	14	15.93%	Increased
633	Securian Asset Management St Paul, Minnesota	$418M	-$12M	12	12.17%	Reduced
634	Oak Associates Akron, Ohio	$417M	-$12.7M	8	28.78%	Reduced
635	HHLR Advisors Grand Cayman, Cayman Islands	$414M	-$372M	1	14.35%	Reduced
636	Norinchukin Bank Tokyo, Japan	$407M	+$24.2M	9	8.59%	Increased
637	Saratoga Research & Investment Management Saratoga, California	$405M	-$60.2M	6	20.43%	Reduced
638	TA Trivest Advisors Hong Kong	$403M	-$172M	5	18.3%	Reduced
639	Greenleaf Trust Kalamazoo, Michigan	$403M	-$830K	11	3.67%	Reduced
640	Independent Advisor Alliance Charlotte, North Carolina	$402M	+$33.3M	15	5.33%	Increased
641	Abrams Capital Management Boston, Massachusetts	$402M	+$10M	1	6.47%	Increased
642	Synovus Financial Columbus, Georgia	$400M	-$29.6M	12	5.09%	Reduced
643	Munro Partners Melbourne, Australia	$400M	-$91M	3	13.27%	Reduced
644	Stephens Inc Little Rock, Arkansas	$399M	+$17.5M	12	5.6%	Increased
645	Harvest Fund Management Beijing, China	$396M	+$89.2M	15	18.36%	Increased
646	Stock Yards Bank & Trust Louisville, Kentucky	$394M	-$10.2M	7	13.53%	Reduced
647	Hantz Financial Services Southfield, Michigan	$394M	-$24.5M	18	6.86%	Reduced
648	TFP Triple Frond Partners San Francisco, California	$387M	-$7.67M	3	50.15%	Reduced
649	CAM Contour Asset Management New York	$383M	-$187M	5	11.07%	Reduced
650	Quintet Private Bank (Europe) Luxembourg	$382M	+$19.7M	8	21.02%	Increased