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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	Fiduciary Management Inc Milwaukee, Wisconsin	$352M	-$19.5M	1	2.21%	Reduced
327	Mitsubishi UFJ Asset Management Tokyo, Japan	$338M	+$7.87M	12	8.41%	Increased
328	WCM Investment Management Laguna Beach, California	$335M	+$1.86M	2	3.82%	Increased
329	HCM Holland Capital Management Chicago, Illinois	$334M	-$45M	4	13.7%	Reduced
330	Letko, Brosseau & Associates Montreal, Quebec, Canada	$334M	-$6.23M	4	3.12%	Reduced
331	TCM Tybourne Capital Management Hong Kong	$331M	+$25.7M	1	16.49%	Increased
332	Oregon Public Employees Retirement Fund Tigard, Oregon	$330M	+$20.6M	10	7.12%	Increased
333	Farallon Capital Management San Francisco, California	$329M	-$103M	2	4.81%	Reduced
334	Jane Street New York	$328M	+$103M	17	1.57%	Increased
335	FC Fairpointe Capital Chicago, Illinois	$327M	-$38.7M	6	7.36%	Reduced
336	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$325M	-$6.3M	10	9.49%	Reduced
337	Raymond James Financial Services Advisors St. Petersburg, Florida	$325M	+$31.8M	13	2.89%	Increased
338	Jericho Capital Asset Management New York	$324M	+$102M	2	12.98%	Increased
339	John W. Bristol & Co New York	$323M	-$1.36M	4	8.86%	Reduced
340	Sterling Capital Management Charlotte, North Carolina	$323M	+$12.9M	10	2.97%	Increased
341	Bahl & Gaynor Cincinnati, Ohio	$321M	+$17.6M	7	3.89%	Increased
342	AGF Investments Inc Toronto, Ontario, Canada	$321M	+$21.9M	8	3.6%	Increased
343	CS Cisco Systems San Jose, California	$317M	$0	1	72.58%	Maintained
344	Asset Management One Tokyo, Japan	$315M	+$27.7M	12	4.68%	Increased
345	FQ First Quadrant Glendale, California	$312M	+$20.8M	11	6.6%	Increased
346	EverPoint Asset Management Stamford, Connecticut	$311M	+$191M	6	5.6%	Increased
347	Cornerstone Investment Partners Atlanta, Georgia	$309M	-$105M	5	13.46%	Reduced
348	JP Jana Partners New York	$308M	-$535M	2	5.39%	Reduced
349	Candriam SCA Strassen, Luxembourg, Luxembourg	$307M	+$35.7M	10	7.37%	Increased
350	Westwood Holdings Group Dallas, Texas	$305M	+$143M	6	2.58%	Increased