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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
926	PKO Investment Management Joint-Stock Warsaw, Poland	$69.2M	-$8.13M	3	19.55%	Reduced
927	Boston Common Asset Management Boston, Massachusetts	$69.1M	-$8.45M	5	10.07%	Reduced
928	EULAV Asset Management Sarasota, Florida	$68.9M	-$7.98M	3	3.44%	Reduced
929	WAM WT Asset Management Hong Kong	$68.8M	+$74.9M	2	40.46%	New
930	PFM Parsec Financial Management Asheville, North Carolina	$68.8M	+$473K	7	4.99%	Increased
931	BDS Banco de Sabadell Miami, Florida	$68.7M	+$52.2K	12	8.4%	Increased
932	Highstreet Asset Management London, Ontario, Canada	$68.7M	+$31M	7	4.34%	Increased
933	CEI Clark Estates Inc New York	$68.6M	+$27M	4	10.99%	Increased
934	Aureus Asset Management Boston, Massachusetts	$68.5M	-$616K	6	10.77%	Reduced
935	Unigestion Holding Geneva, Switzerland	$68.5M	-$11.8M	6	1.72%	Reduced
936	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$68.4M	-$3.71M	2	46.14%	Reduced
937	WestEnd Advisors Charlotte, North Carolina	$68M	-$5.21M	2	7.29%	Reduced
938	Moody Lynn & Lieberson Boston, Massachusetts	$67.9M	-$3.82M	5	9.12%	Reduced
939	Eagle Global Advisors Houston, Texas	$67.8M	-$2.56M	7	2.93%	Reduced
940	PEAK6 Investments Chicago, Illinois	$67.8M	-$38.9M	11	0.43%	Reduced
941	Discovery Capital Management South Norwalk, Connecticut	$67.6M	-$1.27M	5	5.63%	Reduced
942	Ensemble Capital Management San Francisco, California	$67.6M	+$12.3M	3	11.93%	Increased
943	RWWM Inc Rocklin, California	$67.5M	+$3.88M	2	21.35%	Increased
944	YHB Investment Advisors West Hartford, Connecticut	$67.4M	-$11.8M	7	12.04%	Reduced
945	UONDDL University of Notre Dame du Lac South Bend, Indiana	$67.4M	-$2.76M	4	16.31%	Reduced
946	Wasatch Advisors Salt Lake City, Utah	$67.3M	+$5.45M	6	0.9%	Increased
947	Global Endowment Management Charlotte, North Carolina	$67.3M	+$17.9M	4	14.37%	Increased
948	Darrell & King Charlottesville, Virginia	$67.1M	-$38M	5	12.27%	Reduced
949	Evergreen Capital Management Bellevue, Washington	$67.1M	+$2.62M	8	7.03%	Increased
950	Capital Counsel New York	$66.7M	-$2.49M	5	5.53%	Reduced