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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
501	Marshall Wace Asia Central, Hong Kong	$162M	+$157M	4	9.79%	New
502	FFA First Foundation Advisors Irvine, California	$162M	-$1.13M	7	10.04%	Reduced
503	RHBC R.H. Bluestein & Co Birmingham, Michigan	$161M	+$31.5M	6	9.67%	Increased
504	Daiwa Securities Group Tokyo, Japan	$161M	-$19.8M	11	1.01%	Reduced
505	Cullen/Frost Bankers San Antonio, Texas	$161M	-$1.74M	7	5.49%	Reduced
506	Kayne Anderson Rudnick Investment Management Los Angeles, California	$160M	+$3.56M	6	1.75%	Increased
507	Cincinnati Insurance Fairfield, Ohio	$160M	$0	2	5.07%	Maintained
508	AustralianSuper Melbourne, Australia	$160M	+$58.7M	3	18.33%	Increased
509	PineBridge Investments New York	$160M	+$19.3M	11	4.19%	Increased
510	LCS Levin Capital Strategies New York	$159M	+$21.5M	7	2.84%	Increased
511	Congress Asset Management Boston, Massachusetts	$158M	+$40.4M	6	3.02%	Increased
512	SCCM Schafer Cullen Capital Management New York	$158M	-$1.32M	2	2.03%	Reduced
513	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$158M	+$20M	1	9.91%	Increased
514	Zacks Investment Management Chicago, Illinois	$157M	+$9.09M	7	4%	Increased
515	VM Valinor Management New York	$157M	-$26.4M	1	4.58%	Reduced
516	Select Equity Group New York	$157M	+$16.4M	3	1.17%	Increased
517	EPCM Eton Park Capital Management New York	$157M	-$118M	1	6.89%	Reduced
518	Bartlett & Co Cincinnati, Ohio	$157M	-$3.73M	9	7.13%	Reduced
519	Harvest Fund Management Beijing, China	$156M	+$6.86M	4	28.73%	Increased
520	Thompson Siegel & Walmsley Richmond, Virginia	$155M	-$5.9M	11	1.83%	Reduced
521	Ferguson Wellman Capital Management Portland, Oregon	$155M	+$1.21M	7	5.95%	Increased
522	Adams Diversified Equity Fund Baltimore, Maryland	$154M	-$15.3M	4	8.85%	Reduced
523	HAM HHR Asset Management Berkeley Heights, New Jersey	$154M	-$26.2M	2	8.44%	Reduced
524	RAM RWC Asset Management London, United Kingdom	$154M	+$21.7M	4	8.93%	Increased
525	Scotia Capital Toronto, Ontario, Canada	$154M	-$13.5M	7	2.62%	Reduced