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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
376	CIBC Asset Management Toronto, Ontario, Canada	$162M	+$161M	9	1.11%	New
377	ROIC Route One Investment Company San Francisco, California	$162M	+$159M	3	28.65%	New
378	Cambiar Investors Denver, Colorado	$161M	+$156M	1	2.61%	New
379	Acadian Asset Management Boston, Massachusetts	$160M	+$153M	6	1.11%	New
380	SAM Sentinel Asset Management Montpelier, Vermont	$159M	+$160M	4	3.42%	New
381	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$159M	+$157M	10	4.47%	New
382	Axiom Investors Greenwich, Connecticut	$158M	+$161M	4	5.72%	New
383	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$158M	+$158M	2	2.15%	New
384	Martingale Asset Management Boston, Massachusetts	$157M	+$157M	6	5.82%	New
385	Waverton Investment Management London, United Kingdom	$156M	+$150M	4	13.64%	New
386	Haverford Trust Company Radnor, Pennsylvania	$156M	+$157M	4	5.13%	New
387	CCM Conatus Capital Management Greenwich, Connecticut	$156M	+$150M	2	6.52%	New
388	CAM Capstone Asset Management Houston, Texas	$156M	+$155M	9	4.09%	New
389	SA SQ Advisors Naples, Florida	$155M	+$167M	1	9.15%	New
390	SCM Scopia Capital Management New York	$154M	+$148M	1	4.31%	New
391	Beck Mack & Oliver New York	$154M	+$158M	4	4.2%	New
392	Natixis Advisors Boston, Massachusetts	$153M	+$153M	9	3.06%	New
393	Welch & Forbes Boston, Massachusetts	$153M	+$157M	5	5.46%	New
394	RCM Riverhead Capital Management Wilmington, Delaware	$153M	+$153M	8	5.05%	New
395	New Mexico Educational Retirement Board Santa Fe, New Mexico	$149M	+$149M	8	6.12%	New
396	SA Smithwood Advisers Los Angeles, California	$149M	+$148M	3	6.04%	New
397	Placemark Investments Chicago, Illinois	$149M	+$147M	9	3.18%	New
398	Rothschild & Co Asset Management US Stamford, Connecticut	$147M	+$150M	3	3.43%	New
399	Huntington National Bank Columbus, Ohio	$147M	+$151M	11	4.59%	New
400	Congress Asset Management Boston, Massachusetts	$146M	+$149M	6	4.34%	New