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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	Beck Mack & Oliver New York	$211M	-$2.53M	6	5.29%	Reduced
352	SCCM Schafer Cullen Capital Management New York	$209M	+$27.4M	2	2.07%	Increased
353	RCM Riverhead Capital Management Wilmington, Delaware	$207M	-$32.2M	8	3.12%	Reduced
354	SAM Shell Asset Management The Hague, Netherlands	$206M	-$16.1M	8	3.59%	Reduced
355	VCM Valiant Capital Management San Francisco, California	$205M	+$18M	2	19.5%	Increased
356	Abrams Capital Management Boston, Massachusetts	$202M	$0	1	15.06%	Maintained
357	AEGON Asset Management (UK) Edinburgh, United Kingdom	$201M	+$183M	6	5.3%	Increased
358	Utah Retirement Systems Salt Lake City, Utah	$200M	+$6.58M	9	5.25%	Increased
359	Numeric Investors Boston, Massachusetts	$199M	+$7.66M	3	2.45%	Increased
360	Madison Investment Holdings Madison, Wisconsin	$195M	-$16.4M	5	3.83%	Reduced
361	HCM Hitchwood Capital Management New York	$195M	+$168M	2	10.4%	Increased
362	Envestnet Asset Management Chicago, Illinois	$195M	+$187M	10	1.01%	Increased
363	Commerce Bank Kansas City, Missouri	$194M	-$96.6K	8	3.02%	Reduced
364	River Road Asset Management Louisville, Kentucky	$194M	+$18.3M	4	2.68%	Increased
365	OP Oldfield Partners London, United Kingdom	$193M	-$3.41M	2	11.8%	Reduced
366	Boston Trust Walden Boston, Massachusetts	$192M	+$1.83M	6	2.85%	Increased
367	Kornitzer Capital Management Shawnee Mission, Kansas	$191M	-$3.47M	7	2.31%	Reduced
368	EC Eminence Capital New York	$191M	+$56.3M	1	2.95%	Increased
369	CI Global Investments Oakland, California	$190M	-$56.9M	4	4.08%	Reduced
370	Saturna Capital Bellingham, Washington	$190M	-$4.22M	7	5.09%	Reduced
371	CM CS McKee Pittsburgh, Pennsylvania	$188M	-$11.7M	3	4.91%	Reduced
372	Point72 Asset Management Stamford, Connecticut	$186M	-$41.4M	6	1.27%	Reduced
373	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$185M	+$87.8M	3	4.98%	Increased
374	Eagle Asset Management St Petersburg, Florida	$184M	+$11.3M	3	1.05%	Increased
375	Letko, Brosseau & Associates Montreal, Quebec, Canada	$184M	+$7.57M	2	1.74%	Increased