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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	Baird Milwaukee, Wisconsin	$250M	+$67.7M	9	2.66%	Increased
327	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$249M	+$547K	6	2.64%	Increased
328	Zevenbergen Capital Investments Edmonds, Washington	$249M	+$29.3M	4	10.79%	Increased
329	RCM Riverhead Capital Management Wilmington, Delaware	$249M	+$55.7M	8	3.78%	Increased
330	Edge Asset Management Seattle, Washington	$248M	-$203K	6	2.39%	Reduced
331	CC Carlson Capital Dallas, Texas	$248M	+$74M	6	2.44%	Increased
332	MC Montag & Caldwell Atlanta, Georgia	$247M	-$146M	2	2.7%	Reduced
333	FQ First Quadrant Glendale, California	$241M	-$1.32M	8	5.07%	Reduced
334	BWA Brave Warrior Advisors New York	$238M	+$13.4M	1	8.28%	Increased
335	RS Investment Management San Francisco, California	$237M	+$92.9M	5	2.11%	Increased
336	City National Bank Beverly Hills, Delaware	$236M	-$1.38M	6	2.05%	Reduced
337	PointState Capital New York	$233M	-$18.5M	2	3.97%	Reduced
338	SAM Shell Asset Management The Hague, Netherlands	$232M	+$16.8M	8	3.72%	Increased
339	LCS Levin Capital Strategies New York	$232M	+$8.2M	6	3.51%	Increased
340	Abrams Capital Management Boston, Massachusetts	$231M	$0	1	11.98%	Maintained
341	HAM HHR Asset Management Berkeley Heights, New Jersey	$231M	+$29.2M	2	8.73%	Increased
342	PIM Profit Investment Management North Bethesda, Maryland	$228M	+$12.7M	6	11.39%	Increased
343	HighTower Advisors Chicago, Illinois	$227M	+$17.4M	9	3.48%	Increased
344	CAM ClariVest Asset Management San Diego, California	$226M	-$234K	4	7.96%	Reduced
345	GA Geneva Advisors Chicago, Illinois	$225M	+$44.5M	6	4.2%	Increased
346	OP Oldfield Partners London, United Kingdom	$224M	-$3.07M	2	13.18%	Reduced
347	RIM Rainier Investment Management Seattle, Washington	$223M	-$51.4M	5	4%	Reduced
348	Oregon Public Employees Retirement Fund Tigard, Oregon	$222M	+$16.7M	9	5.23%	Increased
349	Beck Mack & Oliver New York	$221M	-$30.6M	6	5.36%	Reduced
350	Winton Group London, United Kingdom	$220M	-$59.8M	7	2.73%	Reduced