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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
551	Nicholas Company Milwaukee, Wisconsin	$73.4M	+$62.8M	2	1.96%	Increased
552	Loews Corp New York	$73.3M	+$26.7M	3	0.41%	Increased
553	R.H. Bluestein & Co Birmingham, Michigan	$72.6M	+$14.2M	5	5.15%	Increased
554	Check Capital Management Costa Mesa, California	$72.5M	+$269K	3	9.64%	Increased
555	Shapiro Capital Management Atlanta, Georgia	$72.2M	+$6.98M	1	2.04%	Increased
556	DAC Dividend Assets Capital Ridgeland, South Carolina	$72.1M	+$3.03M	2	2.7%	Increased
557	Quest Investment Management Lake Oswego, Oregon	$71.5M	-$57.5M	5	6.13%	Reduced
558	TIAA CREF Trust St Louis, Missouri	$71.4M	+$922K	4	1.34%	Increased
559	Williams Jones & Associates New York	$71.2M	-$9.9M	6	3.67%	Reduced
560	Balyasny Asset Management Chicago, Illinois	$71M	-$2.33M	3	0.96%	Reduced
561	Picton Mahoney Asset Management Toronto, Ontario, Canada	$70.4M	+$17M	3	4.65%	Increased
562	Ally Financial Detroit, Michigan	$70.2M	+$1.54M	4	7.66%	Increased
563	Tremblant Capital Group West Palm Beach, Florida	$70.1M	-$65.8M	1	2.76%	Reduced
564	Amica Mutual Insurance Providence, Rhode Island	$68.9M	$0	7	5.87%	Maintained
565	Denver Investment Advisors Denver, Colorado	$68.6M	-$3.53M	7	1.46%	Reduced
566	Profund Advisors Bethesda, Maryland	$68.4M	+$4.38M	8	3.63%	Increased
567	Wilmington Savings Fund Society Wilmington, Delaware	$68.2M	+$163K	5	4.2%	Increased
568	Marshall Wace North America New York	$67.5M	+$55M	10	2.07%	Increased
569	Stack Financial Management Whitefish, Montana	$67.2M	+$13.6M	3	9.67%	Increased
570	Sumitomo Life Insurance Tokyo, Japan	$67.1M	-$444K	6	6.25%	Reduced
571	Markel Group Glen Allen, Virginia	$66.8M	+$4.11M	5	2.29%	Increased
572	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$66.1M	+$26.8M	1	14.86%	Increased
573	Nippon Life Global Investors Americas New York	$66M	-$4.56M	7	7.14%	Reduced
574	VM Valinor Management New York	$66M	+$5.78M	1	2.43%	Increased
575	BloombergSen Toronto, Ontario, Canada	$65.9M	+$453K	1	7.01%	Increased