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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	Nomura Asset Management Tokyo, Japan	$255M	+$675K	11	5.11%	Increased
327	ACM Atlanta Capital Management Atlanta, Georgia	$254M	-$69.3M	3	1.91%	Reduced
328	TCM Tran Capital Management San Rafael, California	$253M	-$6.69M	3	6.18%	Reduced
329	MC Montag & Caldwell Atlanta, Georgia	$252M	+$35.6M	4	4.2%	Increased
330	Sarasin & Partners London, United Kingdom	$252M	-$236M	3	4.53%	Reduced
331	Letko, Brosseau & Associates Montreal, Quebec, Canada	$252M	+$79.9M	2	2.56%	Increased
332	EdgePoint Investment Group Toronto, Ontario, Canada	$251M	-$5.57M	1	5%	Reduced
333	Egerton Capital (UK) London, United Kingdom	$247M	+$251M	1	2.79%	New
334	GL GLG LLC New York	$245M	-$14.6M	6	6.13%	Reduced
335	Martingale Asset Management Boston, Massachusetts	$244M	+$6.25M	7	5.98%	Increased
336	IIM Ivory Investment Management New York	$244M	+$12.5M	2	6.55%	Increased
337	H Hexavest Montreal, Quebec, Canada	$243M	+$7.94M	3	4.24%	Increased
338	KBC Group Brussels, Belgium	$243M	-$68.6M	10	4.88%	Reduced
339	Fjarde Ap-fonden Stockholm, Sweden	$241M	-$15.5M	10	6.7%	Reduced
340	AEGON Asset Management (UK) Edinburgh, United Kingdom	$239M	-$2.5M	6	7.22%	Reduced
341	AC Alleghany Corporation New York	$238M	$0	1	8.48%	Maintained
342	HI Honeywell International Charlotte, North Carolina	$234M	-$21.2M	5	6.34%	Reduced
343	Oregon Public Employees Retirement Fund Tigard, Oregon	$231M	+$5.06M	10	5.75%	Increased
344	RS Investment Management San Francisco, California	$231M	-$44.8M	4	2.06%	Reduced
345	London Company of Virginia Richmond, Virginia	$229M	+$8.2M	4	2.12%	Increased
346	USS Investment Management London, United Kingdom	$226M	-$203M	3	4.02%	Reduced
347	HighTower Advisors Chicago, Illinois	$226M	+$19.1M	12	3%	Increased
348	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$226M	-$24.8M	4	11.1%	Reduced
349	GTP Global Thematic Partners New York	$226M	-$38.1M	2	3.79%	Reduced
350	MAMU Marathon Asset Management (UK) London, United Kingdom	$226M	+$1.18M	3	5.45%	Increased