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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	Perpetual Ltd Sydney, New South Wales, Australia	$161M	+$48.9M	6	12.62%	Increased
552	Cannell & Co New York	$161M	-$387K	7	5.56%	Reduced
553	Bartlett & Co Cincinnati, Ohio	$161M	-$5M	10	7.25%	Reduced
554	Weitz Investment Management Omaha, Nebraska	$161M	+$946K	5	6.93%	Increased
555	PFU Parus Finance (UK) London, United Kingdom	$160M	+$1.21M	3	28.3%	Increased
556	AAM Ardevora Asset Management London, United Kingdom	$160M	-$22M	5	5.03%	Reduced
557	Beutel, Goodman & Co Toronto, Ontario, Canada	$159M	+$25.6M	1	1.44%	Increased
558	NA Newport Asia San Francisco, California	$159M	-$2.67M	1	26.14%	Reduced
559	Renaissance Group Covington, Kentucky	$158M	+$20.6M	6	5.82%	Increased
560	SCCM Schafer Cullen Capital Management New York	$158M	-$7.74M	2	1.96%	Reduced
561	HAM HHR Asset Management Berkeley Heights, New Jersey	$158M	-$24.8M	2	8.19%	Reduced
562	Cincinnati Insurance Fairfield, Ohio	$157M	$0	2	4.87%	Maintained
563	MUFG Americas New York	$155M	-$5.77M	11	4.97%	Reduced
564	MIS Morningstar Investment Services Chicago, Illinois	$155M	+$15.2M	5	3.58%	Increased
565	Laurion Capital Management New York	$154M	+$94.7M	10	0.85%	Increased
566	Lakewood Capital Management New York	$154M	+$1.87M	1	6.08%	Increased
567	Whittier Trust South Pasadena, California	$154M	+$1.46M	13	5.95%	Increased
568	DVI Deccan Value Investors Greenwich, Connecticut	$153M	-$3.92M	1	9.26%	Reduced
569	Cambridge Investment Research Advisors Fairfield, Iowa	$153M	+$43.6M	13	2.25%	Increased
570	Daiwa Securities Group Tokyo, Japan	$152M	-$25.8M	13	0.98%	Reduced
571	Andra AP-fonden Goteborg, Sweden	$152M	-$6.14M	12	3.76%	Reduced
572	Graticule Asia Macro Advisors New York	$151M	+$50.7M	2	7.16%	Increased
573	Riverbridge Partners Minneapolis, Minnesota	$150M	-$1.34M	5	2.88%	Reduced
574	Mairs & Power Inc St Paul, Minnesota	$150M	+$12M	6	1.82%	Increased
575	Capital International Sarl Los Angeles, California	$150M	-$16.4M	7	12.98%	Reduced