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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
751	Dorsal Capital Management Redwood City, California	$129M	-$70.7M	2	7.8%	Reduced
752	Mirova US Boston, Massachusetts	$129M	+$123M	4	17.46%	New
753	ZWJ Investment Counsel Atlanta, Georgia	$129M	+$2.7M	7	8.66%	Increased
754	Capital Advisors Inc Tulsa, Oklahoma	$128M	+$13M	7	5.56%	Increased
755	RGI River Global Investors London, United Kingdom	$128M	+$10.6M	6	7.08%	Increased
756	Horan Capital Management Hunt Valley, Maryland	$128M	+$544K	5	20.92%	Increased
757	Soma Equity Partners San Francisco, California	$127M	-$18.8M	1	7.85%	Reduced
758	WM Wishbone Management Chicago, Illinois	$127M	+$112M	2	29.22%	New
759	Capital Counsel New York	$127M	+$33M	5	8.41%	Increased
760	Atria Investments Charlotte, North Carolina	$126M	+$49.6M	16	3.42%	Increased
761	Brandes Investment Partners La Jolla, California	$126M	+$63.2M	4	3%	Increased
762	InterOcean Capital Chicago, Illinois	$126M	+$398K	7	9.74%	Increased
763	Raymond James Trust St. Petersburg, Florida	$124M	+$1.34M	9	5.94%	Increased
764	Hancock Whitney Gulfport, Mississippi	$124M	-$8.26M	8	4.01%	Reduced
765	Carnegie Investment Counsel Pepper Pike, Ohio	$124M	+$1.83M	7	7.17%	Increased
766	Mercer Global Advisors Denver, Colorado	$124M	+$5.74M	12	2.48%	Increased
767	CPWM LLC Seattle, Washington	$123M	+$3.02M	7	15.02%	Increased
768	CF Cypress Funds Los Angeles, California	$123M	+$11.6M	2	22.83%	Increased
769	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$123M	-$1.62M	3	20.38%	Reduced
770	Levin Capital Strategies New York	$123M	-$1.15M	5	12.21%	Reduced
771	TAM Telemark Asset Management Boston, Massachusetts	$122M	+$5.78M	4	17.75%	Increased
772	Greenspring Associates Owings Mills, Maryland	$122M	+$891K	2	32.26%	Increased
773	Saturna Capital Bellingham, Washington	$122M	-$14.1M	5	3.31%	Reduced
774	HC Henshaw Capital Woburn, Massachusetts	$122M	-$76.9K	7	9.56%	Reduced
775	Oak Ridge Investments Chicago, Illinois	$121M	-$5.08M	4	8.91%	Reduced