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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	Bahl & Gaynor Cincinnati, Ohio	$197M	+$1.76M	4	2.64%	Increased
377	Commerce Bank Kansas City, Missouri	$196M	-$1.19M	8	3.07%	Reduced
378	DCM Dupont Capital Management Wilmington, Delaware	$196M	+$33.1M	6	4.24%	Increased
379	Candriam SCA Strassen, Luxembourg, Luxembourg	$195M	+$58.4M	9	4.06%	Increased
380	EC Eminence Capital New York	$193M	+$11.1M	1	2.75%	Increased
381	MC Montag & Caldwell Atlanta, Georgia	$192M	-$40.2M	3	2.73%	Reduced
382	Marshall Wace London, United Kingdom	$191M	+$35.1M	7	2.49%	Increased
383	Axiom Investors Greenwich, Connecticut	$191M	+$121M	4	5.48%	Increased
384	Iconiq Capital San Francisco, California	$191M	+$39.2M	2	34.06%	Increased
385	Perkins Investment Management Chicago, Illinois	$190M	+$62.1M	5	2.17%	Increased
386	River Road Asset Management Louisville, Kentucky	$189M	-$20.2M	3	2.79%	Reduced
387	Boston Trust Walden Boston, Massachusetts	$189M	-$3.06M	6	2.87%	Reduced
388	PRCM Pine River Capital Management Minnetonka, Minnesota	$186M	+$93.3M	8	2.03%	Increased
389	SAM Shell Asset Management The Hague, Netherlands	$186M	-$24.5M	8	3.72%	Reduced
390	BB&T Securities Richmond, Virginia	$185M	+$25.2M	7	3.93%	Increased
391	Madison Investment Holdings Madison, Wisconsin	$184M	-$9.99M	5	3.72%	Reduced
392	Rothschild & Co Asset Management US Stamford, Connecticut	$183M	+$14.9M	4	3.37%	Increased
393	CIBC Asset Management Toronto, Ontario, Canada	$183M	+$2.99M	10	1.27%	Increased
394	CI Global Investments Oakland, California	$183M	-$24.1M	3	3.72%	Reduced
395	RCM Riverhead Capital Management Wilmington, Delaware	$181M	-$30.8M	8	2.73%	Reduced
396	GA Geneva Advisors Chicago, Illinois	$181M	+$12.2M	6	3.23%	Increased
397	WM WS Management Jacksonville, Florida	$180M	+$6.27M	1	6.23%	Increased
398	TCP Tourbillon Capital Partners New York	$178M	+$20.3M	2	3.88%	Increased
399	Saturna Capital Bellingham, Washington	$178M	-$9.76M	7	5%	Reduced
400	DL Delta Lloyd Amsterdam, Netherlands	$178M	+$21.2M	9	5.54%	Increased