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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
451	CIBC Asset Management Toronto, Ontario, Canada	$137M	-$25.9M	10	0.91%	Reduced
452	New Mexico Educational Retirement Board Santa Fe, New Mexico	$136M	-$13.8M	8	5.78%	Reduced
453	Davenport & Co Richmond, Virginia	$136M	-$1.03M	7	2.19%	Reduced
454	WAM World Asset Management Detroit, Michigan	$134M	-$28.3M	9	4.59%	Reduced
455	BAPIM British Airways Pensions Investment Management London, United Kingdom	$134M	+$136M	3	4.39%	New
456	United Capital Financial Advisors Irving, Texas	$134M	+$26.3M	7	2%	Increased
457	Gofen & Glossberg Chicago, Illinois	$134M	-$880K	6	5.74%	Reduced
458	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$133M	+$17.7M	9	6.15%	Increased
459	FFA First Foundation Advisors Irvine, California	$133M	+$10.2M	4	11.72%	Increased
460	Mutual of America Capital Management New York	$133M	+$777K	8	2.99%	Increased
461	EverPoint Asset Management Stamford, Connecticut	$133M	+$72.7M	3	2.99%	Increased
462	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$133M	+$15.9M	14	2.83%	Increased
463	Gabelli Funds Rye, New York	$132M	-$12.4M	6	0.64%	Reduced
464	Williams Jones & Associates New York	$132M	+$43.8M	7	5.4%	Increased
465	ZAM Zenit Asset Management Stockholm, Sweden	$131M	+$69.1M	4	18.1%	Increased
466	Cambiar Investors Denver, Colorado	$131M	-$46.9M	1	1.99%	Reduced
467	PIA Piedmont Investment Advisors Durham, North Carolina	$129M	-$77.8M	6	7.78%	Reduced
468	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$128M	-$21.9M	2	15.86%	Reduced
469	TGCM Tukman Grossman Capital Management Larkspur, California	$128M	+$11.2M	1	6.2%	Increased
470	EC Eminence Capital New York	$128M	+$56.1M	1	1.86%	Increased
471	Livforsakringsbolaget Skandia Stockholm, Sweden	$128M	-$38.8M	9	5.96%	Reduced
472	HM Payson & Co Portland, Maine	$127M	+$9.14M	4	6.3%	Increased
473	Bradley Foster & Sargent Hartford, Connecticut	$127M	-$3.19M	5	5.97%	Reduced
474	GL GLG LLC New York	$126M	-$28.1M	8	3.79%	Reduced
475	Placemark Investments Chicago, Illinois	$126M	+$432K	9	2.22%	Increased