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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	UMB Bank Kansas City, Missouri	$187M	+$8.56M	7	5.7%	Increased
577	QS Investors New York	$185M	+$9.03M	17	2.03%	Increased
578	IVA International Value Advisers	$184M	-$153M	3	6.8%	Reduced
579	Personal Capital Advisors Redwood City, California	$184M	+$9.32M	7	2.06%	Increased
580	Capital Fund Management (CFM) Paris, France	$182M	+$116M	11	1.63%	Increased
581	MC Montag & Caldwell Atlanta, Georgia	$182M	-$14.9M	4	9.5%	Reduced
582	TI TRG Investments Richmond, Virginia	$182M	$0	1	37.84%	Maintained
583	SIM Sentry Investment Management Stevens Point, Wisconsin	$181M	-$5.81M	12	12.55%	Reduced
584	JC Joho Capital New York	$181M	+$31.1M	2	30.49%	Increased
585	VIM Veritas Investment Management London, United Kingdom	$181M	+$5.44M	5	17.66%	Increased
586	PFC Poplar Forest Capital Pasadena, California	$180M	+$30.8M	5	12.15%	Increased
587	NA Neuburgh Advisers Los Angeles, California	$180M	-$3.39M	10	6.13%	Reduced
588	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$178M	+$5.29M	13	1.71%	Increased
589	Birch Hill Investment Advisors Boston, Massachusetts	$177M	-$7.77M	6	13.48%	Reduced
590	Kovitz Investment Group Partners Chicago, Illinois	$177M	+$18.7M	9	5.59%	Increased
591	TC Tairen Capital Hong Kong	$176M	+$60.7M	6	19.7%	Increased
592	ACM Argent Capital Management St Louis, Missouri	$176M	-$1.94M	4	6.43%	Reduced
593	Första AP-fonden Stockholm, Sweden	$176M	-$1.7M	3	7.73%	Reduced
594	Alyeska Investment Group Chicago, Illinois	$174M	+$19.6M	5	2.31%	Increased
595	Clifford Swan Investment Counsel Pasadena, California	$174M	+$2.88M	11	9.34%	Increased
596	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$174M	-$5.46M	7	3.55%	Reduced
597	HAM HHR Asset Management Berkeley Heights, New Jersey	$174M	-$17.9M	3	11.94%	Reduced
598	IFM Investors Melbourne, Australia	$174M	+$16.2M	11	11.15%	Increased
599	NONA Ninety One North America New York	$174M	+$22.8M	7	16.41%	Increased
600	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$173M	+$44.5M	9	8.71%	Increased