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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	ROIC Route One Investment Company San Francisco, California	$479M	-$52.7M	2	17.79%	Reduced
677	Brevan Howard Capital Management St. Helier, Jersey	$479M	-$152M	24	5.23%	Reduced
678	Clearstead Advisors Cleveland, Ohio	$478M	+$16.7M	31	6.03%	Increased
679	SRS Investment Management New York	$478M	+$219M	2	5.03%	Increased
680	Perpetual Ltd Sydney, New South Wales, Australia	$477M	-$104M	10	6.9%	Reduced
681	CIP Champlain Investment Partners Burlington, Vermont	$477M	-$310M	4	4.83%	Reduced
682	Covea Finance Paris, France	$477M	+$52.8M	4	15.71%	Increased
683	Chilton Capital Management Houston, Texas	$477M	-$31M	11	16.39%	Reduced
684	Cryder Capital Partners London, United Kingdom	$475M	-$50.8M	2	28.07%	Reduced
685	Lockheed Martin Investment Management Bethesda, Maryland	$475M	+$195M	6	15.86%	Increased
686	Heritage Investors Management Corp Bethesda, Maryland	$474M	-$7.55M	8	13.81%	Reduced
687	Kovitz Investment Group Partners Chicago, Illinois	$471M	-$1.91B	9	10.43%	Reduced
688	MassMutual Private Wealth & Trust Windsor, Connecticut	$471M	-$14.6M	20	12.11%	Reduced
689	Hotchkis & Wiley Capital Management Los Angeles, California	$470M	-$178M	2	1.4%	Reduced
690	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$470M	-$12.2M	5	19.38%	Reduced
691	Alpha Cubed Investments Irvine, California	$470M	+$19.4M	10	16.09%	Increased
692	Bailard Foster City, California	$467M	-$22M	11	10.33%	Reduced
693	Livforsakringsbolaget Skandia Stockholm, Sweden	$466M	+$64.4M	15	18.14%	Increased
694	Prime Capital Investment Advisors Overland Park, Kansas	$465M	+$4.11M	15	5.67%	Increased
695	SA Situational Awareness San Francisco, California	$465M	+$245M	2	8.42%	Increased
696	Miracle Mile Advisors Los Angeles, California	$464M	+$12.8M	14	6.65%	Increased
697	BG Bollard Group Boston, Massachusetts	$462M	-$39.4M	8	11.53%	Reduced
698	New Mexico Educational Retirement Board Santa Fe, New Mexico	$461M	+$6.64M	13	13.77%	Increased
699	Greenleaf Trust Kalamazoo, Michigan	$460M	-$5.17M	12	4.22%	Reduced
700	Diamond Hill Capital Management Columbus, Ohio	$458M	-$111M	3	2.34%	Reduced