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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	Amalgamated Bank New York	$130M	+$61.7M	11	7.52%	Increased
527	BRIM Broad Run Investment Management Arlington, Virginia	$130M	+$1.04M	2	6.24%	Increased
528	River Road Asset Management Louisville, Kentucky	$129M	-$34.9M	2	2.74%	Reduced
529	Baupost Group Boston, Massachusetts	$129M	$0	1	1.75%	Maintained
530	Swiss Life Asset Management Zurich,	$129M	+$3.34M	7	5.29%	Increased
531	Samlyn Capital New York	$129M	-$65.5M	3	3.07%	Reduced
532	ACP Ashfield Capital Partners San Francisco, California	$128M	-$9.18M	8	10.3%	Reduced
533	Seizert Capital Partners Birmingham, Michigan	$128M	-$10.9M	6	4.84%	Reduced
534	Bank of Nova Scotia Toronto, Ontario, Canada	$128M	+$23.9M	8	0.75%	Increased
535	AIM Allen Investment Management New York	$126M	+$21.5M	6	8.76%	Increased
536	Meyer Handelman Company Rye Brook, New York	$125M	-$2.08M	6	5.63%	Reduced
537	Ferguson Wellman Capital Management Portland, Oregon	$125M	+$14.4M	7	5.26%	Increased
538	Birch Hill Investment Advisors Boston, Massachusetts	$125M	+$1.65M	6	12.29%	Increased
539	D.A. Davidson & Co Great Falls, Montana	$125M	+$12M	16	3.67%	Increased
540	AA Ancient Art Austin, Texas	$124M	+$39.5M	1	22.07%	Increased
541	Artemis Investment Management Edinburgh, United Kingdom	$123M	-$25.1M	5	3.35%	Reduced
542	Capital International Los Angeles, California	$123M	-$17.9M	7	8.93%	Reduced
543	Ladenburg Thalmann Financial Services Miami, Florida	$123M	+$7.19M	18	1.96%	Increased
544	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$122M	-$43.8M	5	10.59%	Reduced
545	Thompson Siegel & Walmsley Richmond, Virginia	$122M	+$11.8M	11	1.92%	Increased
546	ACR Alpine Capital Research St. Louis, Missouri	$121M	+$2.68M	1	9.3%	Increased
547	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$121M	-$33.2M	1	10.34%	Reduced
548	PFC Poplar Forest Capital Pasadena, California	$121M	+$5.66M	4	11.25%	Increased
549	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$121M	+$10.4M	4	32.29%	Increased
550	LCS Levin Capital Strategies New York	$120M	+$6.28M	8	2.17%	Increased