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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	ROIC Route One Investment Company San Francisco, California	$192M	-$77.9M	2	6.2%	Reduced
577	Veritas Investment Management London, United Kingdom	$191M	-$7.39M	5	20.12%	Reduced
578	Junto Capital Management New York	$190M	+$7.25M	4	10.93%	Increased
579	Cramer Rosenthal McGlynn Stamford, Connecticut	$190M	-$32.2M	3	3.63%	Reduced
580	Driehaus Capital Management Chicago, Illinois	$189M	-$16.6M	10	5.82%	Reduced
581	NF Trinity Capital Central, Hong Kong	$189M	+$27.3M	3	24.93%	Increased
582	NA Newport Asia San Francisco, California	$188M	+$6.46M	1	45.25%	Increased
583	Stockbridge Partners Boston, Massachusetts	$188M	-$3.3M	1	7.46%	Reduced
584	Picton Mahoney Asset Management Toronto, Ontario, Canada	$187M	+$44.6M	7	13.15%	Increased
585	Ceredex Value Advisors Orlando, Florida	$187M	-$106M	2	2.1%	Reduced
586	Argent Capital Management St Louis, Missouri	$185M	+$1.49M	5	6.33%	Increased
587	Cornerstone Investment Partners Atlanta, Georgia	$184M	-$26.7M	5	7.73%	Reduced
588	Martin Currie Edinburgh, United Kingdom	$184M	-$866K	4	12.78%	Reduced
589	MML Investors Services Springfield, Massachusetts	$183M	+$48.7M	17	3.09%	Increased
590	Twin Capital Management Mcmurray, Pennsylvania	$182M	+$5.89M	6	8.35%	Increased
591	Credit Agricole Montrouge Cedex, France	$181M	+$20.9M	9	8.68%	Increased
592	Taikang Asset Management (HK) Hong Kong	$181M	+$34.6M	5	22.16%	Increased
593	BTP Bloom Tree Partners New York	$180M	-$41.8M	3	15.81%	Reduced
594	Första AP-fonden Stockholm, Sweden	$179M	-$10.1M	3	7.18%	Reduced
595	Saturna Capital Bellingham, Washington	$179M	-$238K	6	5.21%	Reduced
596	HAM Honeycomb Asset Management New York	$178M	+$34.9M	4	17.43%	Increased
597	OC Oakmont Corp Los Angeles, California	$178M	$0	2	23.19%	Maintained
598	Clifford Swan Investment Counsel Pasadena, California	$178M	-$491K	10	9.26%	Reduced
599	UMB Bank Kansas City, Missouri	$178M	+$3.69M	7	5.28%	Increased
600	Walleye Trading New York	$176M	+$37.7M	20	0.93%	Increased