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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
676	Brinker Capital Investments Berwyn, Pennsylvania	$267M	-$17.4M	14	4.11%	Reduced
677	People's United Financial Bridgeport, Connecticut	$267M	-$36.4M	10	7.6%	Reduced
678	Valley Forge Capital Management Miami, Florida	$266M	$0	1	10.13%	Maintained
679	Penserra Capital Management Orinda, California	$265M	-$6.07M	25	6.3%	Reduced
680	James Hambro & Partners London, United Kingdom	$264M	+$300K	4	18.74%	Increased
681	TFP Triple Frond Partners San Francisco, California	$263M	$0	3	32.51%	Maintained
682	Capital International Los Angeles, California	$262M	-$22.2M	5	14.93%	Reduced
683	Smith Group Asset Management Dallas, Texas	$262M	-$3.69M	5	13.82%	Reduced
684	Allstate Corporation Northbrook, Illinois	$261M	-$177M	14	6.98%	Reduced
685	Glenview Trust Louisville, Kentucky	$261M	+$8.68M	7	8.46%	Increased
686	RWC Asset Management London, United Kingdom	$260M	-$12M	2	7.22%	Reduced
687	Klingenstein Fields & Co New York	$259M	+$1.19M	6	11.11%	Increased
688	Select Equity Group New York	$257M	+$50.6M	3	0.83%	Increased
689	Castleark Management Chicago, Illinois	$257M	-$28.5M	7	11.08%	Reduced
690	AAM Ardevora Asset Management London, United Kingdom	$257M	-$144M	4	3.34%	Reduced
691	Illinois Municipal Retirement Fund Oak Brook, Illinois	$256M	-$1.81M	14	7.56%	Reduced
692	Livforsakringsbolaget Skandia Stockholm, Sweden	$256M	+$8.53M	14	17.08%	Increased
693	FA FDx Advisors Chicago, Illinois	$255M	-$180M	10	8.64%	Reduced
694	Capital Advisors Inc Tulsa, Oklahoma	$254M	+$3.54M	7	6.97%	Increased
695	Washington Trust Westerly, Rhode Island	$254M	+$6.03M	14	10.05%	Increased
696	Weitz Investment Management Omaha, Nebraska	$254M	+$6.11M	4	11.25%	Increased
697	AMI Asset Management Los Angeles, California	$254M	-$1.91M	3	13.25%	Reduced
698	Maryland Capital Management Towson, Maryland	$253M	-$1.89M	6	15.9%	Reduced
699	Lannebo Fonder Stockholm, Sweden	$252M	-$8.77M	6	34.9%	Reduced
700	Stratos Wealth Partners Beachwood, Ohio	$252M	+$15.1M	13	5.64%	Increased