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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	PHS PFM Health Sciences San Francisco, California	$319M	+$261M	4	9.7%	Increased
327	Fiera Capital (Canada) Montreal, Quebec, Canada	$317M	+$19.7M	8	2.45%	Increased
328	Sterling Capital Management Charlotte, North Carolina	$317M	-$31.5M	9	2.8%	Reduced
329	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$316M	+$91.9M	11	9.92%	Increased
330	Maverick Capital Dallas, Texas	$314M	-$238M	2	4.52%	Reduced
331	FQ First Quadrant Glendale, California	$312M	+$94M	10	6.86%	Increased
332	Envestnet Asset Management Chicago, Illinois	$310M	+$97.2M	13	1.41%	Increased
333	Numeric Investors Boston, Massachusetts	$309M	-$9.57M	11	3.32%	Reduced
334	HAM HHR Asset Management Berkeley Heights, New Jersey	$309M	-$87.5M	3	14.39%	Reduced
335	Martingale Asset Management Boston, Massachusetts	$308M	+$27.4M	8	6.83%	Increased
336	Nomura Asset Management Tokyo, Japan	$307M	+$8.77M	13	5.93%	Increased
337	IAM Iridian Asset Management Westport, Connecticut	$305M	+$289M	1	2.51%	New
338	ROIC Route One Investment Company San Francisco, California	$302M	-$15.4M	3	18.41%	Reduced
339	CS Cisco Systems San Jose, California	$301M	$0	1	99.36%	Maintained
340	H Hexavest Montreal, Quebec, Canada	$301M	+$29.8M	5	4.77%	Increased
341	BA Boston Advisors Boston, Massachusetts	$301M	+$183M	8	7.03%	Increased
342	TCM Tran Capital Management San Rafael, California	$295M	+$27M	4	7.92%	Increased
343	WP Wedgewood Partners St Louis, Missouri	$294M	-$100M	2	5.05%	Reduced
344	Mondrian Investment Partners London, United Kingdom	$293M	-$8.21M	3	6.44%	Reduced
345	Edge Asset Management Seattle, Washington	$291M	-$29M	6	2.82%	Reduced
346	Fjarde Ap-fonden Stockholm, Sweden	$290M	+$4.72M	11	7.63%	Increased
347	NIMC NWQ Investment Management Company Los Angeles, California	$290M	-$7.38M	3	4.49%	Reduced
348	Bahl & Gaynor Cincinnati, Ohio	$287M	+$19.5M	6	3.93%	Increased
349	RS Investment Management San Francisco, California	$285M	+$5.04M	5	2.55%	Increased
350	Letko, Brosseau & Associates Montreal, Quebec, Canada	$282M	+$36M	4	2.92%	Increased