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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
876	Rothschild & Co Wealth Management (UK) London, United Kingdom	$118M	+$7.63M	1	2.61%	Increased
877	Metis Global Partners San Diego, California	$118M	+$50.9M	12	10.48%	Increased
878	KCM Kensico Capital Management Greenwich, Connecticut	$118M	-$57.6M	1	5.61%	Reduced
879	SM SG3 Management Dorado, Puerto Rico	$117M	+$82.9M	3	16.95%	Increased
880	Sandy Spring Bank Olney, Maryland	$117M	-$929K	16	6.97%	Reduced
881	Gradient Investments Arden Hills, Minnesota	$117M	+$14.4M	20	3.69%	Increased
882	Capital International Sarl Los Angeles, California	$117M	-$7.86M	7	8.2%	Reduced
883	Bridgewater Associates Westport, Connecticut	$116M	-$151M	15	0.63%	Reduced
884	Sequoia Financial Advisors Akron, Ohio	$116M	+$39.4M	9	2.85%	Increased
885	ALPS Advisors Denver, Colorado	$116M	-$40.6M	16	1.04%	Reduced
886	Calamos Wealth Management Naperville, Illinois	$116M	+$8.83M	7	9.01%	Increased
887	Mill Capital Management Concord, North Carolina	$115M	-$814K	6	12.68%	Reduced
888	London & Capital Asset Management London, United Kingdom	$115M	-$2.45M	6	10.63%	Reduced
889	Welch Group Birmingham, Alabama	$115M	+$2.88M	6	6.59%	Increased
890	Eagle Global Advisors Houston, Texas	$115M	-$1.23M	7	7.92%	Reduced
891	Tran Capital Management San Rafael, California	$115M	-$9.6M	3	14.5%	Reduced
892	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$115M	+$31.5M	11	1.98%	Increased
893	Trexquant Investment Stamford, Connecticut	$114M	+$59.2M	16	3.23%	Increased
894	Oslo Pensjonsforsikring Oslo,	$114M	+$6.41M	3	23.72%	Increased
895	GW & Wade Wellesley, Massachusetts	$114M	-$4.48M	8	4.66%	Reduced
896	CRCM Cat Rock Capital Management Greenwich, Connecticut	$114M	+$52.1M	2	20.92%	Increased
897	First National Bank of Omaha Omaha, Nebraska	$114M	-$10.7M	5	7.03%	Reduced
898	Parallel Advisors San Francisco, California	$113M	-$595K	32	4.91%	Reduced
899	CA Cullinan Associates Louisville, Kentucky	$113M	-$1.55M	7	6.25%	Reduced
900	Trust Company of Vermont Brattleboro, Vermont	$113M	+$1.49M	11	8.27%	Increased