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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	Axiom Investors Greenwich, Connecticut	$226M	+$38.7M	4	7.12%	Increased
352	SAM Shell Asset Management The Hague, Netherlands	$225M	+$25.2M	8	3.56%	Increased
353	GA Geneva Advisors Chicago, Illinois	$224M	+$29.3M	7	4.51%	Increased
354	EP Edinburgh Partners Edinburgh, United Kingdom	$223M	-$20.9M	2	23.5%	Reduced
355	Alkeon Capital Management New York	$221M	+$141M	1	4.6%	Increased
356	TBC Tweedy, Browne Co Stamford, Connecticut	$220M	+$48.6M	2	6.57%	Increased
357	Abrams Capital Management Boston, Massachusetts	$220M	$0	1	15.78%	Maintained
358	Beck Mack & Oliver New York	$216M	+$8.96M	7	6.55%	Increased
359	Kornitzer Capital Management Shawnee Mission, Kansas	$215M	+$10M	8	3.42%	Increased
360	JP Morgan Private Wealth Advisors San Francisco, California	$215M	-$106M	10	2.69%	Reduced
361	Bahl & Gaynor Cincinnati, Ohio	$214M	+$17.7M	5	3.08%	Increased
362	Utah Retirement Systems Salt Lake City, Utah	$214M	+$1.17M	9	6.13%	Increased
363	HL Financial Services Louisville, Kentucky	$214M	+$3.02M	7	6.03%	Increased
364	HMP HS Management Partners New York	$212M	-$135M	2	8.51%	Reduced
365	Brandes Investment Partners La Jolla, California	$208M	-$1.33M	2	3.04%	Reduced
366	HH HSG Holding Na, Hong Kong	$205M	$0	1	19.58%	Maintained
367	Cambiar Investors Denver, Colorado	$205M	-$5.85M	2	3.02%	Reduced
368	Commerce Bank Kansas City, Missouri	$202M	+$1.19M	7	3.48%	Increased
369	Boston Trust Walden Boston, Massachusetts	$202M	+$14.4M	8	3.37%	Increased
370	Arrowstreet Capital Boston, Massachusetts	$200M	-$67.7M	4	0.95%	Reduced
371	OP Oldfield Partners London, United Kingdom	$200M	-$3.7M	2	14.34%	Reduced
372	SCCM Schafer Cullen Capital Management New York	$198M	-$11.6M	2	2.27%	Reduced
373	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$198M	$0	1	18.27%	Maintained
374	PTC Provident Trust Company Waukesha, Wisconsin	$197M	-$1.31M	2	11.09%	Reduced
375	Everett Harris & Co Los Angeles, California	$196M	+$9.35M	7	7.17%	Increased