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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
426	ACP Ashfield Capital Partners San Francisco, California	$122M	-$5.83M	6	6.3%	Reduced
427	SA Smithwood Advisers Los Angeles, California	$121M	-$36M	3	7.38%	Reduced
428	TP Tesuji Partners Fort Lee, New Jersey	$121M	$0	1	11.01%	Maintained
429	Davenport & Co Richmond, Virginia	$121M	-$87.9M	5	2.49%	Reduced
430	Seizert Capital Partners Birmingham, Michigan	$120M	+$17.5M	4	3.26%	Increased
431	LCM Lakewood Capital Management New York	$120M	-$76.7M	1	9.73%	Reduced
432	City National Bank Beverly Hills, Delaware	$119M	-$14.8M	5	2.11%	Reduced
433	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$119M	-$35.8M	3	3.53%	Reduced
434	QS Batterymarch Financial Management New York	$118M	-$80.1M	10	2.56%	Reduced
435	Oregon Public Employees Retirement Fund Tigard, Oregon	$118M	+$2.14M	8	4.78%	Increased
436	Mutual of America Capital Management New York	$117M	+$1.88M	8	3.18%	Increased
437	Foresters Investment Management New York	$116M	-$790K	3	2.83%	Reduced
438	Castleark Management Chicago, Illinois	$116M	+$22.5M	5	3.28%	Increased
439	MUFG Americas New York	$116M	-$80M	8	3.98%	Reduced
440	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$115M	-$29.8M	4	8.01%	Reduced
441	Slate Path Capital New York	$114M	-$51.5M	1	5.93%	Reduced
442	Fiduciary Trust Boston, Massachusetts	$114M	-$4.32M	7	5.23%	Reduced
443	ACM Argent Capital Management St Louis, Missouri	$114M	+$1.04M	4	6.91%	Increased
444	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$113M	+$1.65M	2	5.25%	Increased
445	CCM Cadence Capital Management Boston, Massachusetts	$113M	-$2.97M	7	3.84%	Reduced
446	SRIM Saratoga Research & Investment Management Saratoga, California	$113M	+$2.79M	3	13.28%	Increased
447	Santa Barbara Asset Management Los Angeles, California	$112M	-$82.5M	2	2.66%	Reduced
448	Meyer Handelman Company Rye Brook, New York	$112M	+$249K	4	5.97%	Increased
449	Axiom Investors Greenwich, Connecticut	$112M	-$45M	3	3.57%	Reduced
450	LCM Logan Capital Management Newtown Square, Pennsylvania	$111M	-$13.2M	7	8.32%	Reduced