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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	USSCPF United States Steel & Carnegie Pension Fund New York	$208M	+$31.2M	3	6.18%	Increased
427	Davenport & Co Richmond, Virginia	$208M	-$27.4M	8	2.98%	Reduced
428	Stonehage Fleming Financial Services St. Helier, Jersey	$207M	+$10.7M	9	12.94%	Increased
429	FTCM Fir Tree Capital Management New York	$206M	+$36.1M	2	8.32%	Increased
430	Comgest Global Investors Paris, France	$206M	-$81.5M	6	6.68%	Reduced
431	Mutual of America Capital Management New York	$204M	+$8.88M	11	3.85%	Increased
432	Beck Mack & Oliver New York	$203M	-$696K	6	7.31%	Reduced
433	DL Delta Lloyd Amsterdam, Netherlands	$203M	-$33.7M	9	6.37%	Reduced
434	Santa Barbara Asset Management Los Angeles, California	$197M	-$3.31M	1	3.57%	Reduced
435	Avalon Investment & Advisory Houston, Texas	$197M	+$5.23M	10	7.11%	Increased
436	Brandes Investment Partners La Jolla, California	$197M	-$36.4M	2	2.96%	Reduced
437	SCM Sirios Capital Management Boston, Massachusetts	$197M	-$6.09M	3	9.66%	Reduced
438	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$196M	+$5.43M	10	4.38%	Increased
439	CEP Chicago Equity Partners Chicago, Illinois	$196M	-$22.3M	7	5.21%	Reduced
440	Evercore Wealth Management New York	$196M	+$7.55M	12	8.12%	Increased
441	Creative Planning Overland Park, Kansas	$193M	+$13M	20	1.18%	Increased
442	Första AP-fonden Stockholm, Sweden	$187M	-$59.4M	5	6%	Reduced
443	Advisors Asset Management Monument, Colorado	$186M	+$6.14M	12	3.09%	Increased
444	SRIM Saratoga Research & Investment Management Saratoga, California	$185M	-$3.26M	4	16.74%	Reduced
445	DCM Dupont Capital Management Wilmington, Delaware	$184M	-$20.7M	10	4.11%	Reduced
446	Bradley Foster & Sargent Hartford, Connecticut	$184M	+$1.68M	9	7.8%	Increased
447	Handelsbanken Fonder Stockholm, Sweden	$183M	+$3.59M	6	5.61%	Increased
448	Gabelli Funds Rye, New York	$182M	-$5.27M	6	1.08%	Reduced
449	Country Trust Bank Bloomington, Illinois	$182M	-$1.77M	7	9.23%	Reduced
450	TP Thunderbird Partners London, United Kingdom	$180M	-$72.2M	2	19.69%	Reduced