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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	IRF IBM Retirement Fund Armonk, New York	$192M	-$154M	11	7.21%	Reduced
427	Troy Asset Management London, United Kingdom	$191M	+$1.03M	2	10.54%	Increased
428	GVI Green Valley Investors Wilmington, Delaware	$191M	+$63.3M	1	4.67%	Increased
429	SAM Shell Asset Management The Hague, Netherlands	$190M	-$4.47M	11	4.56%	Reduced
430	MSA Mason Street Advisors Milwaukee, Wisconsin	$190M	+$2.58M	10	5.79%	Increased
431	USSCPF United States Steel & Carnegie Pension Fund New York	$190M	$0	2	4.39%	Maintained
432	Cambiar Investors Denver, Colorado	$189M	-$35.8M	2	2.71%	Reduced
433	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$187M	-$67.7M	2	6.94%	Reduced
434	Gotham Asset Management New York	$186M	+$49.7M	7	2.09%	Increased
435	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$185M	+$27.2M	3	7.29%	Increased
436	Sit Investment Associates Minneapolis, Minnesota	$184M	+$17.8M	5	3.38%	Increased
437	CIBC World Markets New York	$184M	-$239M	8	4.04%	Reduced
438	MIM Marco Investment Management Atlanta, Georgia	$184M	-$487K	9	26.57%	Reduced
439	DCM Dupont Capital Management Wilmington, Delaware	$184M	-$1.88M	8	4.18%	Reduced
440	CAM Contour Asset Management New York	$184M	+$22.9M	4	11.73%	Increased
441	Congress Asset Management Boston, Massachusetts	$183M	+$835K	6	4.43%	Increased
442	Stonehage Fleming Financial Services St. Helier, Jersey	$182M	+$13.7M	7	11.93%	Increased
443	Country Trust Bank Bloomington, Illinois	$181M	+$5.71M	7	9.7%	Increased
444	CEP Chicago Equity Partners Chicago, Illinois	$181M	+$8.11M	7	5.28%	Increased
445	Waverton Investment Management London, United Kingdom	$180M	-$20.9M	6	13.8%	Reduced
446	Samlyn Capital New York	$180M	+$54.4M	3	3.87%	Increased
447	CM CS McKee Pittsburgh, Pennsylvania	$177M	-$19.4M	4	6.52%	Reduced
448	TI TRG Investments Richmond, Virginia	$177M	$0	1	29.49%	Maintained
449	Mutual of America Capital Management New York	$177M	+$3.1M	10	3.93%	Increased
450	CCM Conatus Capital Management Greenwich, Connecticut	$177M	+$28.5M	3	11.48%	Increased