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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	Bartlett & Co Cincinnati, Ohio	$206M	-$2.95M	10	7.74%	Reduced
552	MCM McKinley Capital Management Anchorage, Alaska	$206M	-$6.78M	7	13.06%	Reduced
553	TP Tesuji Partners Fort Lee, New Jersey	$205M	$0	1	11.88%	Maintained
554	NA Neuburgh Advisers Los Angeles, California	$204M	-$5.57M	9	6.57%	Reduced
555	Newbrook Capital Advisors New York	$202M	-$112M	3	14.88%	Reduced
556	SC SRB Corp Boston, Massachusetts	$202M	$0	3	20.09%	Maintained
557	World Asset Management Detroit, Michigan	$201M	-$1.29M	14	9.46%	Reduced
558	Douglass Winthrop Advisors New York	$201M	-$20M	7	8.86%	Reduced
559	Columbus Hill Capital Management Short Hills, New Jersey	$200M	+$73.2M	3	12.22%	Increased
560	Ninety One North America New York	$200M	-$86.4M	8	17.14%	Reduced
561	Dana Investment Advisors Waukesha, Wisconsin	$200M	+$35.3M	8	8.16%	Increased
562	Riverbridge Partners Minneapolis, Minnesota	$200M	-$27.9M	5	3.34%	Reduced
563	Parallax Volatility Advisers San Francisco, California	$199M	+$15.5M	17	0.24%	Increased
564	RA Rovida Advisors Fort Lauderdale, Florida	$199M	+$5.27M	2	14.52%	Increased
565	Inverness Counsel New York	$198M	+$483K	5	10.43%	Increased
566	Birch Hill Investment Advisors Boston, Massachusetts	$197M	-$13.9M	6	14.39%	Reduced
567	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$197M	-$23.6M	9	9.47%	Reduced
568	MUFG Americas New York	$196M	+$78.5K	11	5.63%	Increased
569	MVP Miller Value Partners Sarasota, Florida	$196M	-$13.6M	4	6.32%	Reduced
570	Castleark Management Chicago, Illinois	$195M	-$26M	7	5.61%	Reduced
571	HI Honeywell International Charlotte, North Carolina	$195M	-$563K	4	11.07%	Reduced
572	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$194M	+$25.6M	7	2.75%	Increased
573	Foresters Investment Management New York	$194M	+$49.1M	9	3.06%	Increased
574	SIM Sentry Investment Management Stevens Point, Wisconsin	$193M	+$2.84M	10	11.77%	Increased
575	RBC Europe London, United Kingdom	$192M	-$697K	16	21.33%	Reduced