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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	MCIM Meadow Creek Investment Management Atlanta, Georgia	$425M	+$18.9M	11	10.27%	Increased
302	Hosking Partners London, United Kingdom	$422M	+$36.9M	6	11.72%	Increased
303	SG Americas Securities New York	$419M	-$95.5M	16	3.71%	Reduced
304	Raymond James Financial Services Advisors St. Petersburg, Florida	$419M	+$29.5M	13	3.19%	Increased
305	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$418M	-$13.3M	12	5.26%	Reduced
306	Westwood Holdings Group Dallas, Texas	$418M	+$34.3M	6	3.4%	Increased
307	Atalanta Sosnoff Capital New York	$414M	+$31.3M	6	14.52%	Increased
308	Oregon Public Employees Retirement Fund Tigard, Oregon	$409M	+$198K	11	7.99%	Increased
309	Candriam SCA Strassen, Luxembourg, Luxembourg	$403M	+$32.7M	11	7.81%	Increased
310	Moore Capital Management New York	$401M	+$318M	5	10.81%	Increased
311	EP Elkfork Partners Portland, Oregon	$399M	+$17.8M	9	12.24%	Increased
312	IVA International Value Advisers	$399M	-$2.04M	4	12.68%	Reduced
313	CS Cisco Systems San Jose, California	$399M	$0	1	51.63%	Maintained
314	MC Montag & Caldwell Atlanta, Georgia	$398M	+$5.62M	5	11.4%	Increased
315	FC Fairpointe Capital Chicago, Illinois	$397M	+$28.1M	5	7.72%	Increased
316	Appaloosa LP Short Hills, New Jersey	$394M	-$6.56M	1	6.47%	Reduced
317	WCM Investment Management Laguna Beach, California	$390M	+$17.4M	3	4.22%	Increased
318	Discovery Capital Management South Norwalk, Connecticut	$388M	-$220M	3	7.22%	Reduced
319	Silver Lake Group Menlo Park, California	$387M	-$204M	1	11.38%	Reduced
320	South Dakota Investment Council Sioux Falls, South Dakota	$384M	-$5.47M	7	7.82%	Reduced
321	VFA Virtus Fund Advisers Hartford, Connecticut	$383M	-$118M	8	3.61%	Reduced
322	HMP HS Management Partners New York	$379M	+$70M	2	13.28%	Increased
323	ExxonMobil Investment Management Irving, Texas	$379M	-$16.3M	10	8.36%	Reduced
324	Bahl & Gaynor Cincinnati, Ohio	$374M	+$1.21M	7	4.29%	Increased
325	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$371M	-$34.4M	13	6.26%	Reduced