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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	Zurich Cantonal Bank Zurich, Switzerland	$140M	-$4.67M	9	4.12%	Reduced
427	Wilmington Trust Wilmington, Delaware	$140M	+$2.02M	6	2.33%	Increased
428	Baird Milwaukee, Wisconsin	$139M	-$31.9M	8	1.95%	Reduced
429	RG Renaissance Group Covington, Kentucky	$139M	-$19.7M	5	5.28%	Reduced
430	Numeric Investors Boston, Massachusetts	$139M	-$53.4M	4	2.07%	Reduced
431	Gofen & Glossberg Chicago, Illinois	$138M	+$760K	6	6.1%	Increased
432	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$138M	+$5.68M	4	8.05%	Increased
433	ROIC Route One Investment Company San Francisco, California	$138M	+$27.1M	2	30.31%	Increased
434	ACM Argent Capital Management St Louis, Missouri	$137M	-$1.73M	4	7.29%	Reduced
435	Axiom Investors Greenwich, Connecticut	$136M	-$16M	3	3.21%	Reduced
436	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$136M	-$2.62M	3	3.32%	Reduced
437	Country Trust Bank Bloomington, Illinois	$135M	+$133M	4	6.75%	New
438	PHS PFM Health Sciences San Francisco, California	$134M	-$161M	2	2.68%	Reduced
439	CC Carlson Capital Dallas, Texas	$134M	+$2.06M	5	1.47%	Increased
440	B BP London, United Kingdom	$133M	+$1.55M	5	4.22%	Increased
441	ACP Ashfield Capital Partners San Francisco, California	$132M	-$4.13M	6	6.19%	Reduced
442	Disciplined Growth Investors Minneapolis, Minnesota	$130M	-$1.96M	3	3.4%	Reduced
443	OAMG Odey Asset Management Group London, United Kingdom	$128M	-$51.8M	3	3.34%	Reduced
444	Mutual of America Capital Management New York	$128M	-$6.18M	8	3%	Reduced
445	ZAM Zenit Asset Management Stockholm, Sweden	$127M	+$31.9M	5	14.5%	Increased
446	CC Curian Capital Denver, Colorado	$127M	+$4.11M	7	2.23%	Increased
447	Bartlett & Co Cincinnati, Ohio	$125M	-$139K	5	6.02%	Reduced
448	JHC JFB Holdings Corp Atlanta, Georgia	$125M	+$12.5M	1	3.39%	Increased
449	Capital Fund Management (CFM) Paris, France	$125M	-$34.4M	8	1.32%	Reduced
450	Cullen Capital Management New York	$123M	+$38.4K	2	3.21%	Increased