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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
776	Oslo Pensjonsforsikring Oslo,	$214M	$0	4	28.15%	Maintained
777	Ingalls & Snyder LLC New York	$213M	+$2.86M	10	9.45%	Increased
778	Ashfield Capital Partners San Francisco, California	$213M	+$2.31M	10	15.16%	Increased
779	SRS Investment Management New York	$212M	+$83.6M	2	3.14%	Increased
780	Gamble Jones Investment Counsel Pasadena, California	$212M	-$7.36M	8	13.75%	Reduced
781	O'Shares Investment Advisers Boston, Massachusetts	$212M	-$22.2M	12	14.94%	Reduced
782	Obermeyer Wealth Partners Aspen, Colorado	$212M	+$1.05M	6	11.78%	Increased
783	Walleye Trading New York	$211M	-$1.78M	19	0.82%	Reduced
784	Meeder Asset Management Dublin, Ohio	$211M	+$4.78M	21	9.84%	Increased
785	Eastern Bank Boston, Massachusetts	$211M	+$170K	7	10.33%	Increased
786	InterOcean Capital Group Nashville, Tennessee	$210M	-$1M	6	10.75%	Reduced
787	Capital Wealth Planning Naples, Florida	$209M	+$20.9M	6	5.88%	Increased
788	FI Focused Investors Los Angeles, California	$209M	-$5.03M	1	6.66%	Reduced
789	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$209M	+$10.6M	5	15.52%	Increased
790	CCM Candlestick Capital Management Greenwich, Connecticut	$209M	-$116M	3	4.68%	Reduced
791	Banque Cantonale Vaudoise Lausanne, Switzerland	$208M	-$59.7M	23	9.25%	Reduced
792	Evergreen Capital Management Bellevue, Washington	$208M	-$10.7M	11	9.93%	Reduced
793	NZS Capital Denver, Colorado	$207M	+$193M	5	19.01%	New
794	Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil	$206M	+$118M	4	27.01%	Increased
795	Hardman Johnston Global Advisors Stamford, Connecticut	$206M	-$2.1M	5	4.99%	Reduced
796	BFM Blacksheep Fund Management Co. Dublin, Ireland	$206M	+$53.2M	2	27.31%	Increased
797	Fernbridge Capital Management Los Angeles, California	$206M	+$13.4M	3	25.12%	Increased
798	Sit Investment Associates Minneapolis, Minnesota	$205M	-$7.41M	7	5.07%	Reduced
799	Greenleaf Trust Kalamazoo, Michigan	$205M	+$1.84M	12	2.54%	Increased
800	Driehaus Capital Management Chicago, Illinois	$204M	+$28.5M	8	2.71%	Increased