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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	Adams Diversified Equity Fund Baltimore, Maryland	$139M	$0	4	9.64%	Maintained
527	Handelsbanken Fonder Stockholm, Sweden	$138M	-$49.8M	7	5.87%	Reduced
528	Cincinnati Insurance Fairfield, Ohio	$136M	$0	2	4.78%	Maintained
529	Blackstone Inc New York	$136M	-$34.3M	3	0.58%	Reduced
530	ACM Argent Capital Management St Louis, Missouri	$136M	+$3.29M	4	6.19%	Increased
531	Melvin Capital Management New York	$135M	-$7.54M	2	5.11%	Reduced
532	MUFG Americas New York	$135M	+$1.68M	12	4.8%	Increased
533	Hudson Bay Capital Management Stamford, Connecticut	$135M	+$96.2M	1	6.36%	Increased
534	Oppenheimer & Co New York	$135M	+$5.17M	12	4.09%	Increased
535	IAM Impax Asset Management Portsmouth, New Hampshire	$134M	-$6.36M	6	7.18%	Reduced
536	Creative Planning Overland Park, Kansas	$134M	-$876K	18	1.04%	Reduced
537	Bridgeway Capital Management Houston, Texas	$133M	-$13.8M	7	2.24%	Reduced
538	VCM Valiant Capital Management San Francisco, California	$131M	-$51.8M	2	9.34%	Reduced
539	Perkins Investment Management Chicago, Illinois	$131M	-$22.9M	3	1.97%	Reduced
540	Kentucky Retirement Systems Frankfort, Kentucky	$131M	+$20.8M	10	7.95%	Increased
541	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$131M	+$12M	10	2.82%	Increased
542	IIM Ivory Investment Management New York	$131M	-$19.5M	4	4.55%	Reduced
543	Meyer Handelman Company Rye Brook, New York	$130M	-$691K	6	6.03%	Reduced
544	Cullen/Frost Bankers San Antonio, Texas	$130M	+$20.2M	7	4.87%	Increased
545	KCM Kingdon Capital Management New York	$129M	+$48.8M	1	7.12%	Increased
546	Swiss Life Asset Management Zurich,	$129M	+$4.06M	8	5.46%	Increased
547	Homestead Advisers Arlington, Virginia	$129M	+$123M	2	2.3%	New
548	ACR Alpine Capital Research St. Louis, Missouri	$128M	+$2.2M	1	10.22%	Increased
549	AT Alliance Trust Dundee, Scotland, United Kingdom	$127M	+$59.2M	2	6.1%	Increased
550	OP Oldfield Partners London, United Kingdom	$127M	-$96.3M	2	10.62%	Reduced