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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	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$140M	+$1.2M	10	5.92%	Increased
527	Winton Group London, United Kingdom	$139M	-$79.8M	7	4.59%	Reduced
528	BWCA Brenner West Capital Advisors New York	$139M	+$78.8M	2	15.32%	Increased
529	Birch Hill Investment Advisors Boston, Massachusetts	$139M	+$772K	6	12.58%	Increased
530	Calvert Investment Management Bethesda, Maryland	$138M	+$2.98M	11	5.15%	Increased
531	Corvex Management New York	$137M	+$139M	1	2.35%	New
532	Zacks Investment Management Chicago, Illinois	$137M	-$3.16M	7	3.95%	Reduced
533	Weitz Investment Management Omaha, Nebraska	$137M	+$14.5M	4	5.43%	Increased
534	Ascend Capital Orinda, California	$136M	+$56M	3	6.79%	Increased
535	Rathbones Group Liverpool, United Kingdom	$136M	+$8.52M	8	6.82%	Increased
536	Kayne Anderson Rudnick Investment Management Los Angeles, California	$135M	-$5.02M	5	1.61%	Reduced
537	River Road Asset Management Louisville, Kentucky	$135M	+$2.75M	1	2.58%	Increased
538	PFU Parus Finance (UK) London, United Kingdom	$135M	-$5.51M	2	23.71%	Reduced
539	Seizert Capital Partners Birmingham, Michigan	$135M	+$2.18M	7	4.78%	Increased
540	Capstone Investment Advisors New York	$134M	+$114M	6	4.12%	Increased
541	GAM GVO Asset Management Zug, Switzerland	$132M	-$45M	2	25.05%	Reduced
542	DF Dent & Co Baltimore, Maryland	$132M	+$45.8M	5	3.71%	Increased
543	Profund Advisors Bethesda, Maryland	$132M	-$7.12M	10	6.07%	Reduced
544	Wolverine Asset Management Chicago, Illinois	$132M	+$126M	3	1.7%	Increased
545	Livforsakringsbolaget Skandia Stockholm, Sweden	$131M	+$54.7M	10	6.65%	Increased
546	Perkins Investment Management Chicago, Illinois	$131M	+$5.02M	4	1.67%	Increased
547	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$131M	+$11.2M	13	1.42%	Increased
548	Lakewood Capital Management New York	$130M	+$6.64M	2	5.89%	Increased
549	Riverbridge Partners Minneapolis, Minnesota	$130M	-$1.88M	4	2.71%	Reduced
550	Whittier Trust South Pasadena, California	$129M	-$1.54M	12	5.49%	Reduced