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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	Calvert Investment Management Bethesda, Maryland	$135M	+$6.46M	10	4.95%	Increased
552	Capital International Inc Los Angeles, California	$134M	+$10.9M	8	15.91%	Increased
553	Ashfield Capital Partners San Francisco, California	$133M	-$10.9M	9	11%	Reduced
554	Rathbones Group Liverpool, United Kingdom	$133M	+$7.89M	7	6.87%	Increased
555	Riverbridge Partners Minneapolis, Minnesota	$132M	-$1.92M	4	2.65%	Reduced
556	Kentucky Retirement Systems Frankfort, Kentucky	$132M	-$1.39M	10	8.77%	Reduced
557	DVI Deccan Value Investors Greenwich, Connecticut	$132M	-$19.7M	1	12.22%	Reduced
558	JC Joho Capital New York	$132M	+$7.04M	2	25.89%	Increased
559	Amalgamated Bank New York	$131M	-$84.6K	11	7.6%	Reduced
560	Seizert Capital Partners Birmingham, Michigan	$131M	-$20.2M	7	4.85%	Reduced
561	Whittier Trust South Pasadena, California	$130M	+$2.64M	12	5.67%	Increased
562	Argent Capital Management St Louis, Missouri	$129M	-$988K	4	5.54%	Reduced
563	Menora Mivtachim Holdings Ramat Gan, Israel	$129M	-$2.64M	4	7.09%	Reduced
564	SAM Scopus Asset Management New York	$128M	-$7.14M	1	2.1%	Reduced
565	HCM Highline Capital Management New York	$128M	+$5.68M	1	4.35%	Increased
566	TIAA CREF Trust St Louis, Missouri	$128M	+$4.74M	7	1.07%	Increased
567	Tairen Capital Hong Kong	$128M	-$33M	5	30.09%	Reduced
568	SCGE Management Menlo Park, California	$127M	+$26.5M	5	35.27%	Increased
569	Saturna Capital Bellingham, Washington	$127M	-$29.5M	6	4.13%	Reduced
570	SIM Sentry Investment Management Stevens Point, Wisconsin	$126M	+$3.54M	10	5.5%	Increased
571	Levin Capital Strategies New York	$126M	-$5.55M	8	1.85%	Reduced
572	Lakewood Capital Management New York	$126M	+$43M	2	2.84%	Increased
573	Perkins Investment Management Chicago, Illinois	$125M	-$316K	3	1.73%	Reduced
574	VM Valinor Management New York	$125M	-$36.6M	1	4.3%	Reduced
575	Starboard Value New York	$125M	+$117M	1	3.39%	New