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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	Glenview Capital Management New York	$183M	+$177M	1	0.84%	New
377	Nicholas Company Milwaukee, Wisconsin	$182M	+$1.67M	3	3.43%	Increased
378	Bahl & Gaynor Cincinnati, Ohio	$181M	+$385K	4	2.45%	Increased
379	Regions Financial Corp Birmingham, Alabama	$179M	-$16.2M	7	2.3%	Reduced
380	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$179M	+$621K	7	4.92%	Increased
381	PTC Provident Trust Company Waukesha, Wisconsin	$178M	-$7.37M	2	10.34%	Reduced
382	Asset Management One Tokyo, Japan	$178M	-$13.7M	10	2.19%	Reduced
383	Waverton Investment Management London, United Kingdom	$176M	-$4.56M	4	12.64%	Reduced
384	GL GLG LLC New York	$176M	+$56.8M	10	5%	Increased
385	Brandes Investment Partners La Jolla, California	$175M	-$2.08M	2	2.4%	Reduced
386	MG Meritage Group San Francisco, California	$174M	+$187M	1	4.23%	New
387	Norinchukin Bank Tokyo, Japan	$174M	-$13.2M	8	4.21%	Reduced
388	CIBC Asset Management Toronto, Ontario, Canada	$174M	+$43.5M	10	1.23%	Increased
389	Silvercrest Asset Management New York	$172M	-$3.07M	5	2.44%	Reduced
390	Davenport & Co Richmond, Virginia	$172M	+$26.7M	7	2.64%	Increased
391	Arrowstreet Capital Boston, Massachusetts	$172M	+$132M	4	1.06%	Increased
392	Mitsubishi UFJ Asset Management Tokyo, Japan	$171M	-$17M	10	5.07%	Reduced
393	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$170M	+$9.26M	2	3.41%	Increased
394	Everett Harris & Co Los Angeles, California	$170M	+$646K	6	5.82%	Increased
395	LPL Financial San Diego, California	$169M	-$90.1K	11	0.86%	Reduced
396	GC GMT Capital Atlanta, Georgia	$168M	+$2.85M	2	4.06%	Increased
397	Vaughan Nelson Investment Management Houston, Texas	$168M	+$2.74M	2	2.55%	Increased
398	CCM Criterion Capital Management San Francisco, California	$167M	+$69M	3	6.64%	Increased
399	PIM Profit Investment Management North Bethesda, Maryland	$167M	-$54.3M	6	8.94%	Reduced
400	Rothschild & Co Asset Management US Stamford, Connecticut	$166M	+$15.5M	4	3.14%	Increased