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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	MAMU Marathon Asset Management (UK) London, United Kingdom	$517M	+$20.3M	4	7.97%	Increased
302	PIA Piedmont Investment Advisors Durham, North Carolina	$513M	-$3.12M	9	10.31%	Reduced
303	SSM Sound Shore Management Greenwich, Connecticut	$509M	-$154M	3	7.75%	Reduced
304	CI Global Investments Oakland, California	$505M	-$101M	4	8.57%	Reduced
305	Commonwealth Equity Services Waltham, Massachusetts	$502M	+$26.1M	19	2.74%	Increased
306	AL AJO LP Philadelphia, Pennsylvania	$489M	-$26.8M	7	2.11%	Reduced
307	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$482M	-$12.8M	13	5.66%	Reduced
308	CG Cutler Group San Francisco, California	$480M	-$178M	17	19.64%	Reduced
309	Capital Guardian Trust Los Angeles, California	$478M	-$1.18M	9	6.77%	Reduced
310	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$477M	+$3.86M	11	7.88%	Increased
311	Aristotle Capital Management Los Angeles, California	$476M	+$9.6M	1	3.3%	Increased
312	Farallon Capital Management San Francisco, California	$471M	-$153M	2	3.83%	Reduced
313	BA Boston Advisors Boston, Massachusetts	$470M	+$36.6M	10	10.15%	Increased
314	Suntrust Banks Atlanta, Georgia	$467M	-$44.8M	12	2.71%	Reduced
315	Balyasny Asset Management Chicago, Illinois	$463M	-$410M	16	1.45%	Reduced
316	Boston Trust Walden Boston, Massachusetts	$462M	+$5.14M	9	6.77%	Increased
317	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$460M	-$1.87M	6	9.59%	Reduced
318	Hosking Partners London, United Kingdom	$455M	+$1.11M	7	10.4%	Increased
319	Candriam SCA Strassen, Luxembourg, Luxembourg	$454M	+$3.99M	11	7.85%	Increased
320	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$453M	-$26.6M	10	8.39%	Reduced
321	Atalanta Sosnoff Capital New York	$452M	-$11.9M	6	14.67%	Reduced
322	MCIM Meadow Creek Investment Management Atlanta, Georgia	$449M	-$35.2M	12	9.76%	Reduced
323	Barings Charlotte, North Carolina	$447M	+$325M	14	5.82%	Increased
324	KCM Kensico Capital Management Greenwich, Connecticut	$447M	-$142M	1	8.89%	Reduced
325	BAMCO Inc New York	$446M	-$54.7M	7	2.06%	Reduced