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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	QS Batterymarch Financial Management New York	$145M	+$27.8M	10	2.98%	Increased
427	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$144M	-$2.88M	5	7.3%	Reduced
428	Vaughan Nelson Investment Management Houston, Texas	$143M	+$25.2M	2	2.15%	Increased
429	TU TDAM USA Toronto, Ontario, Canada	$142M	+$11M	5	6.18%	Increased
430	Davenport & Co Richmond, Virginia	$141M	+$13.3M	6	2.55%	Increased
431	Abrams Capital Management Boston, Massachusetts	$140M	+$128M	1	11.09%	New
432	DCM Dupont Capital Management Wilmington, Delaware	$140M	-$24.9M	6	2.26%	Reduced
433	Capital International Sarl Los Angeles, California	$140M	-$19.2M	6	7.76%	Reduced
434	Wilmington Trust Wilmington, Delaware	$140M	+$200K	7	2.4%	Increased
435	SCGE Management Menlo Park, California	$139M	+$20.1M	3	18.87%	Increased
436	CC Carlson Capital Dallas, Texas	$138M	-$152M	4	1.61%	Reduced
437	London Company of Virginia Richmond, Virginia	$138M	+$4.65M	2	1.55%	Increased
438	Marshall Wace London, United Kingdom	$138M	+$147M	7	2.5%	New
439	Gofen & Glossberg Chicago, Illinois	$137M	+$2.01M	7	6.38%	Increased
440	ACM Argent Capital Management St Louis, Missouri	$136M	-$3.16M	4	7.45%	Reduced
441	CEP Chicago Equity Partners Chicago, Illinois	$136M	-$7.89K	5	3.74%	Reduced
442	Cambiar Investors Denver, Colorado	$135M	-$11.3M	2	1.99%	Reduced
443	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$134M	-$2.64M	3	2.92%	Reduced
444	Mutual of America Capital Management New York	$134M	-$3.03M	8	3.25%	Reduced
445	ACP Ashfield Capital Partners San Francisco, California	$134M	-$5.69M	6	6.47%	Reduced
446	Disciplined Growth Investors Minneapolis, Minnesota	$134M	+$33.2M	2	3.4%	Increased
447	Foresters Investment Management New York	$133M	-$1.47M	3	2.88%	Reduced
448	RCM Riverhead Capital Management Wilmington, Delaware	$133M	-$15M	8	2.91%	Reduced
449	Maverick Capital Dallas, Texas	$133M	+$42M	1	1.86%	Increased
450	CGM Capital Growth Management Boston, Massachusetts	$132M	+$103M	1	3.54%	Increased