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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	MUFG Americas New York	$153M	-$3.59M	10	5.03%	Reduced
527	D.A. Davidson & Co Great Falls, Montana	$152M	-$32.1M	18	3.69%	Reduced
528	Profund Advisors Bethesda, Maryland	$152M	+$6.89M	10	6.8%	Increased
529	Birch Hill Investment Advisors Boston, Massachusetts	$152M	-$1.25M	6	12.99%	Reduced
530	AIA Group Hong Kong	$152M	+$81.4M	1	36.26%	Increased
531	Meyer Handelman Company Rye Brook, New York	$152M	+$306K	6	6.46%	Increased
532	CC Cannell & Co New York	$152M	-$8.44M	7	5.35%	Reduced
533	Driehaus Capital Management Chicago, Illinois	$151M	+$13.3M	7	5.18%	Increased
534	HI Honeywell International Charlotte, North Carolina	$150M	-$26.9M	2	4.85%	Reduced
535	DVI Deccan Value Investors Greenwich, Connecticut	$150M	-$397K	1	10.12%	Reduced
536	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$149M	+$5M	12	1.36%	Increased
537	Johnson Investment Counsel Cincinnati, Ohio	$149M	+$12.2M	8	4.31%	Increased
538	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$149M	+$27.3M	12	2.52%	Increased
539	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$149M	-$1.67M	11	5.85%	Reduced
540	AA Ancient Art Austin, Texas	$148M	-$20.5M	1	25.63%	Reduced
541	Foresters Investment Management New York	$148M	-$18.2M	5	2.6%	Reduced
542	Corvex Management New York	$147M	$0	1	4.08%	Maintained
543	OAM Origin Asset Management London, United Kingdom	$147M	+$21M	4	9.13%	Increased
544	DCP Darsana Capital Partners New York	$145M	+$82M	1	7.19%	Increased
545	TCP Tourbillon Capital Partners New York	$145M	-$41.1M	1	3.74%	Reduced
546	WIM Weitz Investment Management Omaha, Nebraska	$145M	-$7.12M	4	5.95%	Reduced
547	TIAA CREF Trust St Louis, Missouri	$144M	+$5.74M	8	1.04%	Increased
548	E. Ohman J:or Asset Management Stockholm, Sweden	$144M	+$7.04M	11	17.62%	Increased
549	Whittier Trust South Pasadena, California	$143M	+$2.02M	13	5.79%	Increased
550	Capital International Sarl Los Angeles, California	$143M	+$2.12M	7	12.33%	Increased