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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	MC Maplelane Capital New York	$134M	-$36.8M	5	7.04%	Reduced
552	BAMCO Inc New York	$133M	+$9.4M	5	0.62%	Increased
553	Artemis Investment Management Edinburgh, United Kingdom	$133M	+$4.75M	4	3.33%	Increased
554	MUFG Americas New York	$133M	-$4.33M	12	4.78%	Reduced
555	Cincinnati Insurance Fairfield, Ohio	$131M	$0	2	4.79%	Maintained
556	Bartlett & Co Cincinnati, Ohio	$131M	+$2.24M	9	6.78%	Increased
557	Birch Hill Investment Advisors Boston, Massachusetts	$131M	-$5.39M	6	13.66%	Reduced
558	Picton Mahoney Asset Management Toronto, Ontario, Canada	$131M	+$26.1M	4	7.81%	Increased
559	Oppenheimer & Co New York	$130M	+$15.4M	11	3.88%	Increased
560	Miller Howard Investments Kingston, New York	$130M	-$13.4M	1	2.34%	Reduced
561	Riverbridge Partners Minneapolis, Minnesota	$129M	-$12.1M	4	2.65%	Reduced
562	Haverford Trust Company Radnor, Pennsylvania	$128M	-$308K	6	3.44%	Reduced
563	ACR Alpine Capital Research St. Louis, Missouri	$127M	-$1.64M	1	12.66%	Reduced
564	MICM Matthews International Capital Management San Francisco, California	$126M	-$18M	1	5.63%	Reduced
565	Gotham Asset Management New York	$126M	+$35.6M	8	1.36%	Increased
566	DVI Deccan Value Investors Greenwich, Connecticut	$125M	$0	1	16.37%	Maintained
567	Meyer Handelman Company Rye Brook, New York	$125M	+$6.18M	6	5.93%	Increased
568	Swiss Life Asset Management Zurich,	$125M	+$2.07M	7	5.56%	Increased
569	Bridgewater Associates Westport, Connecticut	$125M	+$24.1M	7	1.62%	Increased
570	Advisors Asset Management Monument, Colorado	$123M	+$30.5M	12	1.95%	Increased
571	Brighton Jones LLC Seattle, Washington	$123M	+$44.5K	6	23.99%	Increased
572	Capital International Inc Los Angeles, California	$120M	+$26.6M	8	10.68%	Increased
573	O'Shaughnessy Asset Management Stamford, Connecticut	$120M	-$8.84M	3	2.97%	Reduced
574	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$120M	+$77.9M	10	2.53%	Increased
575	Samlyn Capital New York	$120M	+$17.1M	1	2.48%	Increased