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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	Sit Investment Associates Minneapolis, Minnesota	$222M	-$6.31M	6	3.77%	Reduced
327	Seizert Capital Partners Birmingham, Michigan	$222M	+$87M	5	4.41%	Increased
328	1919 Investment Counsel Baltimore, Maryland	$220M	-$12.8M	7	4.49%	Reduced
329	SAM Shell Asset Management The Hague, Netherlands	$219M	+$6.9M	8	3.37%	Increased
330	Two Sigma Advisers New York	$217M	+$68.4M	7	1.7%	Increased
331	DSM Capital Partners Palm Beach Gardens, Florida	$216M	-$53.3M	1	4.39%	Reduced
332	Boston Trust Walden Boston, Massachusetts	$215M	-$4.32M	6	3.13%	Reduced
333	CM CS McKee Pittsburgh, Pennsylvania	$215M	-$21.5M	3	4.56%	Reduced
334	MAMU Marathon Asset Management (UK) London, United Kingdom	$215M	-$19.7M	3	5.3%	Reduced
335	Madison Investment Holdings Madison, Wisconsin	$214M	-$8.28M	5	4.4%	Reduced
336	DL Delta Lloyd Amsterdam, Netherlands	$214M	+$10.4M	9	6.7%	Increased
337	CAM ClariVest Asset Management San Diego, California	$213M	+$20.9M	5	8.06%	Increased
338	HAM HHR Asset Management Berkeley Heights, New Jersey	$211M	+$14.1M	2	8.35%	Increased
339	OCM Osterweis Capital Management San Francisco, California	$210M	+$1.65M	2	6.02%	Increased
340	LCS Levin Capital Strategies New York	$210M	-$10.8M	5	3.23%	Reduced
341	Soros Fund Management New York	$210M	+$58.6M	3	1.58%	Increased
342	KCM Kames Capital Management Edinburgh, United Kingdom	$209M	-$11.8M	5	6.67%	Reduced
343	Oregon Public Employees Retirement Fund Tigard, Oregon	$205M	-$11.3M	9	5.09%	Reduced
344	Castleark Management Chicago, Illinois	$204M	-$20.9M	6	5.63%	Reduced
345	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$203M	-$11.4M	9	2.99%	Reduced
346	Marshall Wace London, United Kingdom	$203M	+$60M	7	2.99%	Increased
347	Commerce Bank Kansas City, Missouri	$202M	+$615K	7	3.31%	Increased
348	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$201M	+$31M	3	4.96%	Increased
349	Saturna Capital Bellingham, Washington	$200M	-$40.6M	6	5.21%	Reduced
350	Kornitzer Capital Management Shawnee Mission, Kansas	$198M	-$1.32M	7	2.12%	Reduced