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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
576	Paulson & Co New York	$113M	+$114M	1	1.15%	New
577	TIAA CREF Trust St Louis, Missouri	$112M	+$11.2M	7	1.03%	Increased
578	CIBC World Market Toronto, Ontario, Canada	$112M	+$11.7M	10	0.49%	Increased
579	Bridgeway Capital Management Houston, Texas	$111M	-$24.8M	7	1.72%	Reduced
580	CCM Conatus Capital Management Greenwich, Connecticut	$110M	-$72.7M	2	6.97%	Reduced
581	SIM Sentry Investment Management Stevens Point, Wisconsin	$110M	+$112K	9	4.81%	Increased
582	ANI American National Insurance Galveston, Texas	$110M	$0	8	6.43%	Maintained
583	Sachem Head Capital Management New York	$109M	+$114M	1	4.83%	New
584	HCM Highline Capital Management New York	$109M	-$24.4M	1	4.14%	Reduced
585	Rathbones Group Liverpool, United Kingdom	$109M	+$2.94M	7	5.99%	Increased
586	Smith Group Asset Management Dallas, Texas	$108M	-$1.74M	5	3.23%	Reduced
587	Sit Investment Associates Minneapolis, Minnesota	$108M	-$64.5M	6	2.86%	Reduced
588	Torray Investment Partners Bethesda, Maryland	$107M	-$40.8M	6	8.15%	Reduced
589	Zacks Investment Management Chicago, Illinois	$107M	+$16M	5	3.27%	Increased
590	TCTC Holdings Dallas, Texas	$107M	+$230K	6	7.29%	Increased
591	SCM Suffolk Capital Management New York	$107M	+$6.6M	8	13.82%	Increased
592	TDAM USA Toronto, Ontario, Canada	$107M	-$3.52M	7	5.24%	Reduced
593	Perpetual Ltd Sydney, New South Wales, Australia	$106M	+$23.4M	5	10.58%	Increased
594	Clifford Swan Investment Counsel Pasadena, California	$106M	-$7.3M	8	7.34%	Reduced
595	Profund Advisors Bethesda, Maryland	$106M	-$9.09M	10	5.16%	Reduced
596	Driehaus Capital Management Chicago, Illinois	$105M	+$56.2M	6	3.76%	Increased
597	People's United Financial Bridgeport, Connecticut	$105M	-$3.42M	10	5.64%	Reduced
598	Liberty Mutual Group Asset Management Boston, Massachusetts	$105M	+$5.81M	10	3.84%	Increased
599	Coronation Fund Managers Cape Town, South Africa	$105M	+$104M	2	4.57%	New
600	Analytic Investors Los Angeles, California	$104M	-$2.22M	6	1.23%	Reduced