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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	PVH Psagot Value Holdings Tel Aviv, Israel	$259M	+$56.8M	9	7.23%	Increased
552	QS Investors New York	$259M	-$4.82M	14	3.61%	Reduced
553	Associated Banc-Corp Green Bay, Wisconsin	$259M	+$1.86M	11	11.68%	Increased
554	New Mexico Educational Retirement Board Santa Fe, New Mexico	$259M	+$16M	11	12.27%	Increased
555	ROIC Route One Investment Company San Francisco, California	$258M	-$103M	2	7.36%	Reduced
556	RP Regal Partners Sydney, NSW, Australia	$255M	-$20.8M	1	29.92%	Reduced
557	AAM Ardevora Asset Management London, United Kingdom	$254M	+$46.9M	5	4.97%	Increased
558	Castle Hook Partners New York	$253M	-$257M	3	19.8%	Reduced
559	Impax Asset Management Group London, United Kingdom	$253M	-$3.18M	8	2.6%	Reduced
560	D.A. Davidson & Co Great Falls, Montana	$253M	-$39.4M	9	4.72%	Reduced
561	CC Cederberg Capital London, United Kingdom	$253M	-$5.31M	1	31.27%	Reduced
562	Eagle Asset Management St Petersburg, Florida	$253M	-$58M	7	1.44%	Reduced
563	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$253M	-$35.6M	14	4.69%	Reduced
564	RIM Redpoint Investment Management Sydney, NSW, Australia	$252M	-$17M	13	13.94%	Reduced
565	Pinnacle Associates New York	$252M	-$8.1M	13	6.2%	Reduced
566	Birch Hill Investment Advisors Boston, Massachusetts	$251M	-$6.29M	6	18.42%	Reduced
567	VIM Veritas Investment Management London, United Kingdom	$251M	-$6.13M	4	16.94%	Reduced
568	Varma Mutual Pension Insurance Co Helsinki, Finland	$251M	+$78.4M	6	5.9%	Increased
569	CCP Cryder Capital Partners London, United Kingdom	$250M	$0	2	27.05%	Maintained
570	R.M. Davis Inc Portland, Maine	$250M	+$10.2M	7	8.89%	Increased
571	Avalon Investment & Advisory Houston, Texas	$249M	+$3.11M	9	5.74%	Increased
572	IC Inverness Counsel New York	$248M	+$1.29M	5	12.36%	Increased
573	Chilton Investment Company Stamford, Connecticut	$247M	-$14.8M	5	8.17%	Reduced
574	RAA RWC Asset Advisors Miami, Florida	$247M	+$93.5M	1	20.55%	Increased
575	SRS Investment Management New York	$245M	$0	1	4.56%	Maintained