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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	Oppenheimer Asset Management New York	$229M	+$1.49M	14	5.61%	Increased
502	WIM Weitz Investment Management Omaha, Nebraska	$229M	+$2.87M	6	9.75%	Increased
503	Voloridge Investment Management Jupiter, Florida	$229M	-$76.5M	6	6.13%	Reduced
504	Gofen & Glossberg Chicago, Illinois	$229M	+$603K	7	8.48%	Increased
505	People's United Financial Bridgeport, Connecticut	$229M	-$6.38M	15	5.87%	Reduced
506	GVI Green Valley Investors Wilmington, Delaware	$229M	-$14.8M	1	10.71%	Reduced
507	TCA Taconic Capital Advisors New York	$228M	-$11.2M	2	14.12%	Reduced
508	Carillon Tower Advisers St. Petersburg, Florida	$228M	+$74M	7	1.8%	Increased
509	PHS PFM Health Sciences San Francisco, California	$227M	-$39.4M	4	3.56%	Reduced
510	New Mexico Educational Retirement Board Santa Fe, New Mexico	$227M	-$7.82M	11	8.92%	Reduced
511	Adams Diversified Equity Fund Baltimore, Maryland	$227M	-$14.4M	5	12.08%	Reduced
512	Crossmark Global Holdings Houston, Texas	$225M	-$14.3M	13	6.04%	Reduced
513	TIAA FSB Jacksonville, Florida	$223M	+$16M	9	1.23%	Increased
514	Johnson Investment Counsel Cincinnati, Ohio	$223M	+$3.57M	10	5.46%	Increased
515	HMP HS Management Partners New York	$223M	-$23.1M	2	6.79%	Reduced
516	H Hexavest Montreal, Quebec, Canada	$222M	-$200M	5	2.87%	Reduced
517	Altimeter Capital Management Boston, Massachusetts	$222M	-$8.96M	6	10.45%	Reduced
518	Advisor Group Phoenix, Arizona	$221M	-$428K	24	3.04%	Reduced
519	MC Montag & Caldwell Atlanta, Georgia	$220M	-$107M	4	8.77%	Reduced
520	DF Dent & Co Baltimore, Maryland	$220M	+$1.65M	6	4.95%	Increased
521	SCGE Management Menlo Park, California	$219M	+$18.2M	3	22.55%	Increased
522	Menora Mivtachim Holdings Ramat Gan, Israel	$219M	-$1.01M	6	6.2%	Reduced
523	Banco Santander Madrid, Spain	$218M	-$14.5M	9	2.54%	Reduced
524	Varma Mutual Pension Insurance Co Helsinki, Finland	$218M	+$1.94M	4	5.17%	Increased
525	Driehaus Capital Management Chicago, Illinois	$217M	+$30.3M	8	7.33%	Increased