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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	London Company of Virginia Richmond, Virginia	$220M	+$27.6M	4	2.31%	Increased
352	Bank of Nova Scotia Toronto, Ontario, Canada	$220M	+$133M	7	0.84%	Increased
353	HMP HS Management Partners New York	$219M	+$66.6M	1	8.76%	Increased
354	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$219M	+$49.1M	1	14.16%	Increased
355	Gotham Asset Management New York	$219M	+$67.8M	5	1.77%	Increased
356	Seizert Capital Partners Birmingham, Michigan	$217M	-$25.9M	5	4.59%	Reduced
357	Madison Investment Holdings Madison, Wisconsin	$216M	+$16.9M	5	4.64%	Increased
358	Mawer Investment Management Calgary, Alberta, Canada	$215M	-$22.5M	2	2.78%	Reduced
359	Numeric Investors Boston, Massachusetts	$214M	+$42.4M	4	2.76%	Increased
360	CM CS McKee Pittsburgh, Pennsylvania	$212M	-$6.38M	3	5.1%	Reduced
361	DCM Dupont Capital Management Wilmington, Delaware	$211M	+$33.1M	5	3.89%	Increased
362	Point72 Asset Management Stamford, Connecticut	$210M	+$106M	4	1.47%	Increased
363	SCCM Schafer Cullen Capital Management New York	$209M	-$37.3M	2	2.65%	Reduced
364	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$208M	-$373K	9	3.06%	Reduced
365	HCM Herndon Capital Management Atlanta, Georgia	$206M	-$150M	3	2.8%	Reduced
366	Bahl & Gaynor Cincinnati, Ohio	$204M	-$2.21M	4	2.85%	Reduced
367	Regions Financial Corp Birmingham, Alabama	$204M	-$26M	8	2.64%	Reduced
368	Analytic Investors Los Angeles, California	$202M	+$23.3M	6	2.88%	Increased
369	Commerce Bank Kansas City, Missouri	$202M	-$6.45M	9	3.19%	Reduced
370	Boston Trust Walden Boston, Massachusetts	$201M	-$1.83M	6	2.99%	Reduced
371	VM Valinor Management New York	$201M	+$40.1M	2	5.13%	Increased
372	CCI Columbus Circle Investors	$201M	-$39.5M	2	1.42%	Reduced
373	Brandes Investment Partners La Jolla, California	$200M	-$2.65M	2	2.82%	Reduced
374	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$200M	+$45.4M	4	9.28%	Increased
375	River Road Asset Management Louisville, Kentucky	$200M	-$13.1M	3	2.85%	Reduced