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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
476	CAM Contour Asset Management New York	$122M	+$55.3M	3	6.71%	Increased
477	Todd Asset Management Louisville, Kentucky	$122M	-$42.6M	5	3.53%	Reduced
478	Capital International Los Angeles, California	$121M	+$3.88M	5	7.38%	Increased
479	Santa Barbara Asset Management Los Angeles, California	$121M	-$5.28M	1	2.7%	Reduced
480	MUFG Americas New York	$120M	-$7.9M	8	3.98%	Reduced
481	Soroban Capital Partners New York	$119M	$0	1	1.03%	Maintained
482	HM Payson & Co Portland, Maine	$118M	-$95.8K	4	6.34%	Reduced
483	Meyer Handelman Company Rye Brook, New York	$118M	+$148K	4	5.72%	Increased
484	Altrinsic Global Advisors Stamford, Connecticut	$118M	-$7.38M	1	2.05%	Reduced
485	B BP London, United Kingdom	$117M	+$6.84M	5	4.25%	Increased
486	Tokio Marine Asset Management Tokyo, Japan	$116M	-$3.64M	9	7.19%	Reduced
487	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$115M	-$3.29M	7	3.18%	Reduced
488	SM Seminole Management New York	$115M	+$107M	2	5.67%	New
489	Haverford Trust Company Radnor, Pennsylvania	$115M	-$573K	4	3.22%	Reduced
490	SCM Sigma Capital Management Stamford, Connecticut	$114M	+$38.1M	2	6.42%	Increased
491	Winton Capital Management London, United Kingdom	$114M	+$26.5M	5	1.02%	Increased
492	VanEck Associates New York	$114M	+$81M	5	0.57%	Increased
493	QS Batterymarch Financial Management New York	$112M	-$19.9M	9	2.38%	Reduced
494	Johnson Investment Counsel Cincinnati, Ohio	$112M	+$690K	6	4.14%	Increased
495	Logan Capital Management Newtown Square, Pennsylvania	$112M	-$15.7M	6	7.92%	Reduced
496	Vaughan Nelson Investment Management Houston, Texas	$111M	+$35.5M	2	1.74%	Increased
497	Cullen Capital Management New York	$110M	-$846K	2	2.88%	Reduced
498	UBS O'Connor Chicago, Illinois	$109M	+$33.3M	3	2%	Increased
499	R.H. Bluestein & Co Birmingham, Michigan	$109M	+$22.4M	5	6.84%	Increased
500	Hermes Investment Management London Uk, United Kingdom	$108M	-$764K	5	3.3%	Reduced