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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
401	Marsico Capital Management Denver, Colorado	$178M	-$148M	1	1.57%	Reduced
402	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$178M	+$83.3M	2	4.61%	Increased
403	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$176M	-$1.37M	2	3.76%	Reduced
404	Asset Management One Tokyo, Japan	$176M	-$5.04M	10	2.44%	Reduced
405	CM CS McKee Pittsburgh, Pennsylvania	$175M	-$14.2M	3	4.87%	Reduced
406	Norinchukin Bank Tokyo, Japan	$175M	-$5.11M	8	4.47%	Reduced
407	HCM Hitchwood Capital Management New York	$174M	-$41.9M	2	7.37%	Reduced
408	Seizert Capital Partners Birmingham, Michigan	$174M	+$17M	5	4.44%	Increased
409	Edmond de Rothschild Holding Chambesy, Switzerland	$173M	+$181M	12	3.71%	New
410	FQ First Quadrant Glendale, California	$173M	-$46M	8	3.63%	Reduced
411	Regions Financial Corp Birmingham, Alabama	$173M	-$8.14M	8	2.29%	Reduced
412	Everett Harris & Co Los Angeles, California	$171M	+$829K	5	6.01%	Increased
413	MICM Matthews International Capital Management San Francisco, California	$170M	+$35.5M	1	5.91%	Increased
414	PTC Provident Trust Company Waukesha, Wisconsin	$169M	-$3.09M	2	9.51%	Reduced
415	Commonwealth Equity Services Waltham, Massachusetts	$168M	+$4.93M	11	1.67%	Increased
416	Vaughan Nelson Investment Management Houston, Texas	$168M	-$3.81M	2	2.36%	Reduced
417	Davenport & Co Richmond, Virginia	$167M	-$15.7M	7	2.59%	Reduced
418	LPL Financial San Diego, California	$167M	-$6.84M	10	0.85%	Reduced
419	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$167M	+$6.09M	9	6.2%	Increased
420	Mitsubishi UFJ Asset Management Tokyo, Japan	$165M	-$10.3M	10	5.08%	Reduced
421	OMERS Administration Corp Toronto, Ontario, Canada	$165M	-$64.5M	6	6.56%	Reduced
422	Troy Asset Management London, United Kingdom	$164M	-$15M	2	10.48%	Reduced
423	WCM Investment Management Laguna Beach, California	$160M	+$23.2M	3	3.61%	Increased
424	Sit Investment Associates Minneapolis, Minnesota	$160M	-$7.79M	5	2.94%	Reduced
425	HCM Herndon Capital Management Atlanta, Georgia	$159M	-$14.6M	3	2.65%	Reduced