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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
326	JP Morgan Private Wealth Advisors San Francisco, California	$198M	+$201M	8	4.89%	New
327	QS Batterymarch Financial Management New York	$198M	+$196M	9	3.79%	New
328	Silvercrest Asset Management New York	$197M	+$194M	5	4.17%	New
329	Boston Trust Walden Boston, Massachusetts	$197M	+$200M	6	3.18%	New
330	DFO Duquesne Family Office New York	$197M	+$190M	1	29.17%	New
331	FQ First Quadrant Glendale, California	$196M	+$199M	9	5.24%	New
332	Commerce Bank Kansas City, Missouri	$195M	+$195M	7	3.62%	New
333	CC Carlson Capital Dallas, Texas	$194M	+$195M	5	2.33%	New
334	1919 Investment Counsel Baltimore, Maryland	$193M	+$192M	7	4.52%	New
335	MUFG Americas New York	$193M	+$197M	10	3.85%	New
336	Millennium Management New York	$193M	+$193M	11	0.59%	New
337	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$193M	+$192M	8	3.33%	New
338	Aperio Group Sausalito, California	$191M	+$192M	9	4.55%	New
339	Mondrian Investment Partners London, United Kingdom	$191M	+$188M	2	2.91%	New
340	WAM World Asset Management Detroit, Michigan	$189M	+$189M	9	4.4%	New
341	Todd Asset Management Louisville, Kentucky	$188M	+$190M	5	6.15%	New
342	WP Wedgewood Partners St Louis, Missouri	$188M	+$181M	1	5.43%	New
343	LCM Lakewood Capital Management New York	$187M	+$194M	3	12.74%	New
344	TGCM Tukman Grossman Capital Management Larkspur, California	$187M	+$195M	2	9.59%	New
345	GC GMT Capital Atlanta, Georgia	$186M	+$179M	1	4.26%	New
346	MAMU Marathon Asset Management (UK) London, United Kingdom	$185M	+$184M	2	4.4%	New
347	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$184M	+$177M	5	3.6%	New
348	Everett Harris & Co Los Angeles, California	$184M	+$183M	5	7.68%	New
349	Sterling Capital Management Charlotte, North Carolina	$183M	+$177M	6	2.25%	New
350	Farallon Capital Management San Francisco, California	$182M	+$186M	2	3.49%	New