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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	Oregon Public Employees Retirement Fund Tigard, Oregon	$213M	+$57.9K	9	5.3%	Increased
352	CM CS McKee Pittsburgh, Pennsylvania	$213M	-$9.43M	3	4.88%	Reduced
353	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$213M	-$33.2M	2	3.79%	Reduced
354	Soroban Capital Partners New York	$212M	-$14.9M	2	1.6%	Reduced
355	Silvercrest Asset Management New York	$212M	+$3.89M	5	3.27%	Increased
356	River Road Asset Management Louisville, Kentucky	$212M	+$30.3M	2	2.96%	Increased
357	EdgePoint Investment Group Toronto, Ontario, Canada	$211M	-$40.7M	1	5.33%	Reduced
358	PIA Piedmont Investment Advisors Durham, North Carolina	$210M	+$10.2M	6	10.89%	Increased
359	LCS Levin Capital Strategies New York	$210M	-$307K	6	3.19%	Reduced
360	ICP Indus Capital Partners New York	$209M	+$211M	1	20.51%	New
361	Mitsubishi UFJ Asset Management Tokyo, Japan	$209M	-$49.9M	10	6.28%	Reduced
362	Bahl & Gaynor Cincinnati, Ohio	$209M	+$428K	4	3.11%	Increased
363	OCM Osterweis Capital Management San Francisco, California	$207M	+$1.57M	2	6.35%	Increased
364	Letko, Brosseau & Associates Montreal, Quebec, Canada	$207M	+$2.28M	1	1.76%	Increased
365	Fort Washington Investment Advisors Cincinnati, Ohio	$205M	-$44.6M	6	4.27%	Reduced
366	Kornitzer Capital Management Shawnee Mission, Kansas	$205M	-$1.61M	7	2.35%	Reduced
367	Utah Retirement Systems Salt Lake City, Utah	$204M	-$637K	9	5.85%	Reduced
368	GBCP Glade Brook Capital Partners Greenwich, Connecticut	$204M	+$153M	2	20.29%	Increased
369	Magnetar Financial Evanston, Illinois	$204M	+$206M	4	3.38%	New
370	London Company of Virginia Richmond, Virginia	$204M	+$49.1M	4	2.27%	Increased
371	Renaissance Technologies New York	$203M	-$294M	11	0.56%	Reduced
372	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$203M	+$203M	1	13.71%	Increased
373	ARC Absolute Return Capital Boston, Massachusetts	$200M	+$14.8M	7	2.81%	Increased
374	Boston Trust Walden Boston, Massachusetts	$200M	-$23.2M	6	3.09%	Reduced
375	Brandes Investment Partners La Jolla, California	$200M	-$98.8M	2	2.65%	Reduced