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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
351	Sustainable Growth Advisers Stamford, Connecticut	$180M	+$11M	1	3.97%	Increased
352	Everett Harris & Co Los Angeles, California	$179M	-$803K	5	7.32%	Reduced
353	AC Amici Capital New York	$178M	+$3.75M	2	6.45%	Increased
354	Andra AP-fonden Goteborg, Sweden	$178M	-$4.39M	9	4.53%	Reduced
355	Beck Mack & Oliver New York	$177M	+$26M	3	4.66%	Increased
356	SA SQ Advisors Naples, Florida	$176M	+$8.39M	1	9.4%	Increased
357	Natixis Advisors Boston, Massachusetts	$175M	+$15.7M	9	3.23%	Increased
358	Utah Retirement Systems Salt Lake City, Utah	$175M	-$1.71M	9	5.65%	Reduced
359	WAM World Asset Management Detroit, Michigan	$172M	-$19.1M	9	4.29%	Reduced
360	GLG Inc New York	$171M	+$47M	9	3.36%	Increased
361	Two Sigma Advisers New York	$170M	+$94.5M	8	2.02%	Increased
362	CAM Capstone Asset Management Houston, Texas	$167M	+$9.96M	9	4.02%	Increased
363	BHG Blue Harbour Group Greenwich, Connecticut	$166M	+$4.31M	1	12.39%	Increased
364	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$165M	-$37.6M	1	4.15%	Reduced
365	DSM Capital Partners Palm Beach Gardens, Florida	$164M	-$1.51M	1	3.71%	Reduced
366	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$163M	-$24.9M	5	3.45%	Reduced
367	TCM Tiger Consumer Management New York	$163M	+$101M	2	6.75%	Increased
368	CIBC Asset Management Toronto, Ontario, Canada	$161M	-$3.49M	9	1.03%	Reduced
369	Parnassus Investments San Francisco, California	$161M	-$8.6M	2	1.84%	Reduced
370	Westwood Holdings Group Dallas, Texas	$160M	-$125M	3	1.35%	Reduced
371	DILH Dai-ichi Life Holdings Tokyo, Japan	$160M	-$11.4M	9	5.59%	Reduced
372	GA Geneva Advisors Chicago, Illinois	$159M	+$23.1M	6	3.3%	Increased
373	Sterling Capital Management Charlotte, North Carolina	$159M	-$30.7M	6	1.86%	Reduced
374	TGCM Tukman Grossman Capital Management Larkspur, California	$157M	-$23.7M	2	8.63%	Reduced
375	Cambiar Investors Denver, Colorado	$157M	-$3.64M	2	2.57%	Reduced