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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	B BP London, United Kingdom	$228M	+$100M	10	9.32%	Increased
402	Bank of Nova Scotia Toronto, Ontario, Canada	$227M	+$80.6M	8	1.17%	Increased
403	DL Delta Lloyd Amsterdam, Netherlands	$225M	-$5.66M	11	7.78%	Reduced
404	Eagle Asset Management St Petersburg, Florida	$224M	-$18M	5	1.5%	Reduced
405	Commonwealth Equity Services Waltham, Massachusetts	$224M	+$15.5M	12	2.12%	Increased
406	Davenport & Co Richmond, Virginia	$222M	-$16.6M	8	3.6%	Reduced
407	Farallon Capital Management San Francisco, California	$221M	-$253M	2	1.97%	Reduced
408	PointState Capital New York	$221M	-$170M	3	5.62%	Reduced
409	Candriam SCA Strassen, Luxembourg, Luxembourg	$218M	+$129M	8	5.84%	Increased
410	SCCM Schafer Cullen Capital Management New York	$218M	-$26.7M	2	2.6%	Reduced
411	Elliott Management New York	$218M	+$178M	2	2.64%	Increased
412	GC GMT Capital Atlanta, Georgia	$218M	+$6.67M	2	5.61%	Increased
413	Cambiar Investors Denver, Colorado	$217M	+$5.96M	2	3.13%	Increased
414	RCM Riverhead Capital Management Wilmington, Delaware	$217M	+$6.98M	10	3.16%	Increased
415	Hosking Partners London, United Kingdom	$215M	+$5.62M	5	9.96%	Increased
416	Beck Mack & Oliver New York	$215M	-$44M	7	7.31%	Reduced
417	Raymond James Financial Services Advisors St. Petersburg, Florida	$214M	+$60M	10	2.5%	Increased
418	HMP HS Management Partners New York	$212M	-$52.4M	2	8.35%	Reduced
419	Parallax Volatility Advisers San Francisco, California	$210M	+$116M	11	0.43%	Increased
420	Regions Financial Corp Birmingham, Alabama	$210M	+$3.46M	10	2.82%	Increased
421	Vaughan Nelson Investment Management Houston, Texas	$210M	-$14.6M	3	2.68%	Reduced
422	MG Meritage Group San Francisco, California	$210M	-$112M	1	5.24%	Reduced
423	Waverton Investment Management London, United Kingdom	$208M	-$1.62M	6	15.63%	Reduced
424	FAM Foxhaven Asset Management Charlottesville, Virginia	$203M	+$17.2M	3	21.88%	Increased
425	Norinchukin Bank Tokyo, Japan	$203M	-$10.9M	11	5.14%	Reduced