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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	B BP London, United Kingdom	$157M	+$2.93M	7	5.89%	Increased
427	UBS O'Connor Chicago, Illinois	$155M	+$17M	7	1.28%	Increased
428	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$155M	-$29.9M	7	5.23%	Reduced
429	Nomura Holdings Tokyo, Japan	$154M	+$92.9M	12	0.43%	Increased
430	SCM Scopia Capital Management New York	$154M	+$5.15M	1	2.98%	Increased
431	Huntington National Bank Columbus, Ohio	$153M	-$3.64M	11	3.71%	Reduced
432	BAPIM British Airways Pensions Investment Management London, United Kingdom	$153M	+$14.1M	5	4.73%	Increased
433	SRIM Saratoga Research & Investment Management Saratoga, California	$152M	-$873K	4	14.48%	Reduced
434	AGF Investments Inc Toronto, Ontario, Canada	$152M	+$1.69M	6	1.64%	Increased
435	Country Trust Bank Bloomington, Illinois	$151M	+$1.27M	6	7.6%	Increased
436	Waverton Investment Management London, United Kingdom	$151M	-$33M	4	11.17%	Reduced
437	WIM Weitz Investment Management Omaha, Nebraska	$151M	+$10.5M	3	4.23%	Increased
438	GC GMT Capital Atlanta, Georgia	$150M	-$11.4M	2	3.93%	Reduced
439	SW SVB Wealth Boston, Massachusetts	$150M	-$4.37M	8	4.97%	Reduced
440	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$149M	-$9.01M	11	4.73%	Reduced
441	TBC Tweedy, Browne Co Stamford, Connecticut	$149M	-$246K	1	4.11%	Reduced
442	MSA Mason Street Advisors Milwaukee, Wisconsin	$146M	-$834K	8	4.46%	Reduced
443	GAM GVO Asset Management Zug, Switzerland	$145M	$0	1	13.92%	Maintained
444	BRC Blue Ridge Capital New York	$145M	$0	1	1.64%	Maintained
445	DILH Dai-ichi Life Holdings Tokyo, Japan	$144M	-$12.1M	9	4.32%	Reduced
446	O'Shaughnessy Asset Management Stamford, Connecticut	$144M	+$9.52M	3	2.91%	Increased
447	Disciplined Growth Investors Minneapolis, Minnesota	$143M	-$41.6K	2	3.45%	Reduced
448	Bradley Foster & Sargent Hartford, Connecticut	$142M	+$1.98M	6	6.49%	Increased
449	ACP Ashfield Capital Partners San Francisco, California	$142M	-$3.59M	7	7.81%	Reduced
450	Gotham Asset Management New York	$140M	-$76.7M	5	1.17%	Reduced