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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	Capital Fund Management (CFM) Paris, France	$283M	+$94.4M	8	3.5%	Increased
552	Eagle Asset Management St Petersburg, Florida	$283M	+$10.3M	8	1.46%	Increased
553	C Consulta London, United Kingdom	$278M	-$88M	2	18.63%	Reduced
554	Intermede Investment Partners London, United Kingdom	$278M	+$5.22M	2	11.6%	Increased
555	AKO Capital London, United Kingdom	$277M	+$5.52M	1	4.35%	Increased
556	D.A. Davidson & Co Great Falls, Montana	$277M	+$9.12M	11	4.82%	Increased
557	GW&K Investment Management Boston, Massachusetts	$277M	+$3.93M	5	3.62%	Increased
558	PVH Psagot Value Holdings Tel Aviv, Israel	$276M	+$5.87M	12	6.96%	Increased
559	Chilton Investment Company Stamford, Connecticut	$276M	+$20M	5	8.12%	Increased
560	Davidson Kempner Capital Management New York	$276M	+$147M	6	3.92%	Increased
561	Dorsal Capital Management Redwood City, California	$275M	-$104M	3	21.26%	Reduced
562	UMB Bank Kansas City, Missouri	$275M	$0	7	8.52%	Maintained
563	Varma Mutual Pension Insurance Co Helsinki, Finland	$275M	+$6.95M	7	7.67%	Increased
564	Brandywine Global Investment Management Philadelphia, Pennsylvania	$274M	-$22.6M	4	2.69%	Reduced
565	Associated Banc-Corp Green Bay, Wisconsin	$273M	-$2.58M	12	11.74%	Reduced
566	HMP HS Management Partners New York	$271M	-$1.07M	2	8.92%	Reduced
567	Amalgamated Bank New York	$270M	-$7.38M	20	11.74%	Reduced
568	R.M. Davis Inc Portland, Maine	$269M	+$4.18M	7	8.78%	Increased
569	Avalon Investment & Advisory Houston, Texas	$267M	-$4.58M	9	5.94%	Reduced
570	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$267M	-$79M	4	7.02%	Reduced
571	IC Inverness Counsel New York	$265M	+$186K	6	11.85%	Increased
572	SIM Sentry Investment Management Stevens Point, Wisconsin	$262M	+$10.7M	11	14.55%	Increased
573	Birch Hill Investment Advisors Boston, Massachusetts	$262M	-$7.42M	6	17.41%	Reduced
574	New Mexico Educational Retirement Board Santa Fe, New Mexico	$262M	-$14.5M	11	12.31%	Reduced
575	Diamond Hill Capital Management Columbus, Ohio	$262M	-$408M	3	1.44%	Reduced