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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	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$157M	-$3.33M	10	4.5%	Reduced
377	RCM Riverhead Capital Management Wilmington, Delaware	$157M	+$4.87M	8	5.08%	Increased
378	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$157M	+$4.07M	2	2.13%	Increased
379	Placemark Investments Chicago, Illinois	$155M	+$5.27M	9	2.95%	Increased
380	Vontobel Asset Management New York	$155M	-$52.4M	3	2.14%	Reduced
381	Welch & Forbes Boston, Massachusetts	$155M	+$297K	5	5.21%	Increased
382	ROIC Route One Investment Company San Francisco, California	$154M	-$7.3M	3	38.24%	Reduced
383	Baird Milwaukee, Wisconsin	$154M	-$7.06M	8	2.87%	Reduced
384	MAM Marketfield Asset Management New York	$154M	+$27.6M	1	1.92%	Increased
385	JHC JFB Holdings Corp Atlanta, Georgia	$154M	-$17.8M	2	6.07%	Reduced
386	SAM Sentinel Asset Management Montpelier, Vermont	$154M	-$7.41M	5	3.21%	Reduced
387	CAM ClariVest Asset Management San Diego, California	$153M	-$20.5M	5	6.96%	Reduced
388	NG NatWest Group Edinburgh, Scotland, United Kingdom	$151M	-$204M	8	4.38%	Reduced
389	Martingale Asset Management Boston, Massachusetts	$151M	-$6.78M	7	5.37%	Reduced
390	PineBridge Investments New York	$149M	+$4.33M	8	4.63%	Increased
391	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$148M	+$74.1M	5	1.94%	Increased
392	Norinchukin Bank Tokyo, Japan	$145M	+$10.1M	8	4.16%	Increased
393	RG Renaissance Group Covington, Kentucky	$145M	+$10.7K	5	6.17%	Increased
394	TBC Tweedy, Browne Co Stamford, Connecticut	$145M	-$164K	1	3.49%	Reduced
395	Todd Asset Management Louisville, Kentucky	$144M	-$49.2M	5	4.4%	Reduced
396	Huntington National Bank Columbus, Ohio	$144M	-$3.08M	11	4.28%	Reduced
397	LPL Financial San Diego, California	$142M	+$6.25M	12	0.95%	Increased
398	Frontier Capital Management Boston, Massachusetts	$142M	+$17.3M	4	1.09%	Increased
399	Capital International Sarl Los Angeles, California	$142M	+$30M	6	8.1%	Increased
400	First Citizens Bank & Trust Raleigh, North Carolina	$138M	+$6.49M	9	5.28%	Increased