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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
601	Ariel Investments Chicago, Illinois	$80.3M	+$14.2K	3	1.04%	Increased
602	Nippon Life Global Investors Americas New York	$80.2M	+$2.74M	5	7.58%	Increased
603	Jericho Capital Asset Management New York	$80.1M	+$81M	1	5.03%	New
604	LMCG Investments Boston, Massachusetts	$79.8M	+$119K	6	1.79%	Increased
605	Klingenstein Fields & Co New York	$79.5M	-$312K	5	3.47%	Reduced
606	Hudson Edge Investment Partners Jersey City, New Jersey	$79.2M	-$30.5M	3	2.91%	Reduced
607	Cramer Rosenthal McGlynn Stamford, Connecticut	$79M	-$6.88M	2	0.79%	Reduced
608	Shapiro Capital Management Atlanta, Georgia	$78.6M	-$24.7M	1	2.06%	Reduced
609	Douglass Winthrop Advisors New York	$78.6M	+$1.39M	5	7.25%	Increased
610	MC Maplelane Capital New York	$78.5M	+$36.5M	3	2.84%	Increased
611	Congress Asset Management Boston, Massachusetts	$78.2M	+$10.1M	5	2%	Increased
612	Cullen/Frost Bankers San Antonio, Texas	$77.3M	+$1.67M	6	3.13%	Increased
613	BloombergSen Toronto, Ontario, Canada	$77.1M	$0	1	5.7%	Maintained
614	Arrowstreet Capital Boston, Massachusetts	$77.1M	-$80.3M	3	0.41%	Reduced
615	Markel Group Glen Allen, Virginia	$76.9M	$0	3	2.17%	Maintained
616	YCMGA York Capital Management Global Advisors New York	$76.4M	+$77.2M	1	0.77%	New
617	Amica Mutual Insurance Providence, Rhode Island	$76M	$0	7	6.07%	Maintained
618	Wilmington Savings Fund Society Wilmington, Delaware	$75.9M	-$920K	5	4.3%	Reduced
619	GA Greenhaven Associates Purchase, New York	$75.7M	-$517K	1	1.45%	Reduced
620	Associated Banc-Corp Green Bay, Wisconsin	$75.3M	+$544K	5	4.95%	Increased
621	Conning Inc Hartford, Connecticut	$75.3M	-$1.27M	7	3.94%	Reduced
622	Cincinnati Financial Corp Fairfield, Ohio	$75.2M	$0	2	4.93%	Maintained
623	SIM Sentry Investment Management Stevens Point, Wisconsin	$74.8M	-$1.28M	8	3.83%	Reduced
624	TCM Tiger Consumer Management New York	$74.7M	-$32.9M	1	3.73%	Reduced
625	Heritage Investors Management Corp Bethesda, Maryland	$74.7M	-$777K	4	6%	Reduced