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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	Sachem Head Capital Management New York	$125M	$0	1	6.15%	Maintained
577	Empyrean Capital Partners Los Angeles, California	$124M	+$92.5M	2	6.24%	Increased
578	Weitz Investment Management Omaha, Nebraska	$124M	+$24.4M	4	4.67%	Increased
579	Thompson Siegel & Walmsley Richmond, Virginia	$123M	-$32M	11	1.92%	Reduced
580	Liberty Mutual Group Asset Management Boston, Massachusetts	$123M	+$4.31M	11	4.36%	Increased
581	Perpetual Ltd Sydney, New South Wales, Australia	$122M	+$7.4M	5	10.05%	Increased
582	River Road Asset Management Louisville, Kentucky	$122M	-$22.6M	1	2.52%	Reduced
583	ANI American National Insurance Galveston, Texas	$122M	$0	8	7.09%	Maintained
584	DC Deere & Company Moline, Illinois	$122M	-$4.66M	9	6.47%	Reduced
585	Haverford Trust Company Radnor, Pennsylvania	$122M	-$18.1M	7	3.03%	Reduced
586	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$121M	+$5.36M	13	1.5%	Increased
587	E. Ohman J:or Asset Management Stockholm, Sweden	$121M	+$5.17M	11	17.98%	Increased
588	Baring Asset Management London, United Kingdom	$121M	-$1.64M	3	8.67%	Reduced
589	OMERS Administration Corp Toronto, Ontario, Canada	$120M	-$13.1M	4	2.14%	Reduced
590	Johnson Investment Counsel Cincinnati, Ohio	$120M	-$105K	7	3.85%	Reduced
591	BTP Bloom Tree Partners New York	$120M	-$32.4M	2	9.3%	Reduced
592	CCM Conatus Capital Management Greenwich, Connecticut	$120M	-$6.01M	2	7.82%	Reduced
593	Sit Investment Associates Minneapolis, Minnesota	$120M	-$1.89M	6	3.16%	Reduced
594	UBS O'Connor Chicago, Illinois	$118M	-$289K	7	1.75%	Reduced
595	Light Street Capital Management Palo Alto, California	$118M	+$48.3M	2	11.85%	Increased
596	Baupost Group Boston, Massachusetts	$118M	-$45.6M	1	1.67%	Reduced
597	Congress Asset Management Boston, Massachusetts	$117M	-$3.78M	6	2.59%	Reduced
598	KCM Kingdon Capital Management New York	$117M	+$46.2M	2	5.37%	Increased
599	Clifford Swan Investment Counsel Pasadena, California	$117M	-$635K	9	7.89%	Reduced
600	CS McKee Pittsburgh, Pennsylvania	$116M	-$39.4M	4	7.37%	Reduced