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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
526	Fiduciary Trust Boston, Massachusetts	$107M	-$1.08M	8	4.83%	Reduced
527	WCM Investment Management Laguna Beach, California	$107M	-$28.2M	2	2.66%	Reduced
528	MSA Mason Street Advisors Milwaukee, Wisconsin	$107M	-$39.1M	7	3.6%	Reduced
529	PCM Palestra Capital Management New York	$105M	+$49M	2	10.17%	Increased
530	USSCPF United States Steel & Carnegie Pension Fund New York	$105M	-$114M	1	2.34%	Reduced
531	MICM Matthews International Capital Management San Francisco, California	$105M	-$20.9M	1	4.67%	Reduced
532	RAM RWC Asset Management London, United Kingdom	$105M	-$2.17M	3	8.26%	Reduced
533	Westwood Holdings Group Dallas, Texas	$105M	+$4.52M	6	0.91%	Increased
534	D.A. Davidson & Co Great Falls, Montana	$105M	+$415K	12	3.66%	Increased
535	Stonehage Fleming Financial Services St. Helier, Jersey	$104M	+$31M	6	11.12%	Increased
536	Swiss Life Asset Management Zurich,	$104M	+$8.69M	6	5.06%	Increased
537	B BP London, United Kingdom	$104M	-$53M	6	4.66%	Reduced
538	LCM Lakewood Capital Management New York	$104M	$0	2	3.92%	Maintained
539	AAM AO Asset Management New York	$103M	+$50.6M	2	25.58%	Increased
540	Edmond de Rothschild Asset Management (France) Paris, France	$103M	-$8.18M	5	3.4%	Reduced
541	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$103M	$0	6	13.44%	Maintained
542	ACR Alpine Capital Research St. Louis, Missouri	$102M	+$5.56M	1	11.21%	Increased
543	UBS O'Connor Chicago, Illinois	$102M	-$56.7M	5	0.96%	Reduced
544	Hermes Investment Management London Uk, United Kingdom	$102M	+$14.6M	5	2.63%	Increased
545	Bridgewater Associates Westport, Connecticut	$102M	+$68.1M	7	1.36%	Increased
546	Wasatch Advisors Salt Lake City, Utah	$102M	-$29M	5	1.36%	Reduced
547	Cullen Capital Management New York	$101M	-$20.2K	3	3.56%	Reduced
548	TGCM Tukman Grossman Capital Management Larkspur, California	$101M	-$11M	1	5.86%	Reduced
549	Artemis Investment Management Edinburgh, United Kingdom	$101M	+$24.4M	4	2.97%	Increased
550	Gotham Asset Management New York	$101M	-$29.3M	5	0.98%	Reduced