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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	Everett Harris & Co Los Angeles, California	$203M	-$2.19M	6	7.53%	Reduced
352	Commerce Bank Kansas City, Missouri	$202M	-$66K	7	3.44%	Reduced
353	DL Delta Lloyd Amsterdam, Netherlands	$201M	-$50.7M	9	6.82%	Reduced
354	Letko, Brosseau & Associates Montreal, Quebec, Canada	$201M	+$1.3M	1	1.71%	Increased
355	HI Honeywell International Charlotte, North Carolina	$199M	+$37.6M	4	4.8%	Increased
356	Polar Capital London, United Kingdom	$199M	-$124M	6	4.53%	Reduced
357	Silvercrest Asset Management New York	$198M	-$15.9M	5	3.16%	Reduced
358	Kornitzer Capital Management Shawnee Mission, Kansas	$198M	-$16.8M	8	2.1%	Reduced
359	HAM HHR Asset Management Berkeley Heights, New Jersey	$196M	+$39.7M	2	8.02%	Increased
360	Numeric Investors Boston, Massachusetts	$195M	+$52.8M	5	3.32%	Increased
361	River Road Asset Management Louisville, Kentucky	$194M	+$27.9M	2	2.11%	Increased
362	Huntington National Bank Columbus, Ohio	$190M	+$13.7M	8	3.66%	Increased
363	Williams Jones & Associates New York	$190M	+$108M	6	3.83%	Increased
364	CAM ClariVest Asset Management San Diego, California	$189M	+$12.4M	6	7.68%	Increased
365	Millennium Management New York	$189M	-$155M	11	0.55%	Reduced
366	GA Geneva Advisors Chicago, Illinois	$189M	-$18.8M	6	3.47%	Reduced
367	JP Morgan Private Wealth Advisors San Francisco, California	$189M	-$54.2M	8	3.45%	Reduced
368	Bahl & Gaynor Cincinnati, Ohio	$189M	-$6M	4	3.02%	Reduced
369	PIA Piedmont Investment Advisors Durham, North Carolina	$189M	+$31.4M	6	10.33%	Increased
370	GC GMT Capital Atlanta, Georgia	$188M	-$32M	1	4.07%	Reduced
371	SM Seminole Management New York	$187M	+$63.9M	3	8.98%	Increased
372	Winton Capital Management London, United Kingdom	$185M	+$64.8M	6	1.28%	Increased
373	ARC Absolute Return Capital Boston, Massachusetts	$185M	-$94.3M	6	2.67%	Reduced
374	Renaissance Technologies New York	$184M	-$262M	9	0.44%	Reduced
375	Sterling Capital Management Charlotte, North Carolina	$182M	+$4.89M	8	1.55%	Increased