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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	MCM McKinley Capital Management Anchorage, Alaska	$261M	+$12.1M	9	9.58%	Increased
402	Dai-ichi Life Insurance Company Tokyo, Japan	$259M	-$4.05M	10	7.02%	Reduced
403	Artemis Investment Management Edinburgh, United Kingdom	$259M	-$123M	7	6.96%	Reduced
404	FTCM Fir Tree Capital Management New York	$258M	+$42.3M	2	10.2%	Increased
405	BAMCO Inc New York	$255M	+$1.23M	5	1.35%	Increased
406	PTC Provident Trust Company Waukesha, Wisconsin	$252M	-$1.52M	3	12.66%	Reduced
407	CIBC Asset Management Toronto, Ontario, Canada	$252M	+$8.2M	12	1.73%	Increased
408	Homestead Advisers Arlington, Virginia	$250M	+$20.6M	2	4%	Increased
409	HP Hound Partners New York	$247M	+$244M	1	6.28%	New
410	Handelsbanken Fonder Stockholm, Sweden	$247M	+$35.2M	6	6.85%	Increased
411	ACM Atlanta Capital Management Atlanta, Georgia	$246M	-$20M	2	1.51%	Reduced
412	Eagle Asset Management St Petersburg, Florida	$245M	+$7.35M	7	1.54%	Increased
413	OA Oak Associates Akron, Ohio	$243M	+$42.5M	9	19.4%	Increased
414	Silvercrest Asset Management New York	$241M	-$1.66M	8	2.58%	Reduced
415	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$239M	-$30.2M	5	10.89%	Reduced
416	Zevenbergen Capital Investments Edmonds, Washington	$238M	-$13.4M	7	10.94%	Reduced
417	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$237M	$0	1	19.15%	Maintained
418	MSA Mason Street Advisors Milwaukee, Wisconsin	$236M	+$1.87M	10	6.05%	Increased
419	QIM Quantitative Investment Management Charlottesville, Virginia	$235M	+$138M	8	3.57%	Increased
420	Nicholas Company Milwaukee, Wisconsin	$233M	-$758K	4	5.29%	Reduced
421	CCM Criterion Capital Management San Francisco, California	$230M	-$30.7M	2	8.44%	Reduced
422	Huntington National Bank Columbus, Ohio	$229M	+$2.76M	12	4.08%	Increased
423	Mutual of America Capital Management New York	$229M	+$5.84M	10	4.06%	Increased
424	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$229M	-$442K	9	2.64%	Reduced
425	Kornitzer Capital Management Shawnee Mission, Kansas	$226M	-$10.1M	9	4.03%	Reduced