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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
301	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$308M	+$1.94M	8	6.77%	Increased
302	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$307M	-$9.61M	8	4.03%	Reduced
303	HAM HHR Asset Management Berkeley Heights, New Jersey	$306M	-$22.2M	3	12.97%	Reduced
304	Zurich Cantonal Bank Zurich, Switzerland	$301M	+$29.8M	11	4.24%	Increased
305	BRC Blue Ridge Capital New York	$300M	+$198M	2	3.45%	Increased
306	IRF IBM Retirement Fund Armonk, New York	$296M	-$1.66M	9	6.28%	Reduced
307	Natixis Advisors Boston, Massachusetts	$292M	+$33.9M	10	5.06%	Increased
308	Baird Financial Group Milwaukee, Wisconsin	$287M	+$25.9M	8	3.05%	Increased
309	Arizona State Retirement System Phoenix, Arizona	$280M	+$287M	8	3.93%	New
310	EverPoint Asset Management Stamford, Connecticut	$279M	+$41.1M	3	7.23%	Increased
311	BWA Brave Warrior Advisors New York	$278M	+$2.37M	1	8.83%	Increased
312	Mondrian Investment Partners London, United Kingdom	$274M	+$27.3M	3	5.82%	Increased
313	NIMC NWQ Investment Management Company Los Angeles, California	$274M	-$17.1M	4	4.22%	Reduced
314	Edge Asset Management Seattle, Washington	$274M	-$18.6M	5	2.73%	Reduced
315	ExxonMobil Investment Management Irving, Texas	$273M	+$10M	8	6.99%	Increased
316	Zevenbergen Capital Investments Edmonds, Washington	$272M	-$7.3M	4	11.66%	Reduced
317	Thornburg Investment Management Santa Fe, New Mexico	$272M	-$161M	7	1.71%	Reduced
318	CCM Cornerstone Capital Management Edina, Minnesota	$272M	-$44M	2	11.52%	Reduced
319	HCM Hoplite Capital Management New York	$265M	+$42.8M	2	10.01%	Increased
320	Fiera Capital (Canada) Montreal, Quebec, Canada	$264M	+$4.49M	5	2.2%	Increased
321	MG Meritage Group San Francisco, California	$262M	+$242K	1	5.91%	Increased
322	Numeric Investors Boston, Massachusetts	$261M	+$54M	10	3.04%	Increased
323	ROIC Route One Investment Company San Francisco, California	$259M	+$20.7M	2	15.33%	Increased
324	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$257M	+$174M	9	2.09%	Increased
325	BHG Blue Harbour Group Greenwich, Connecticut	$257M	-$87.8M	1	8%	Reduced