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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	VanEck Associates New York	$78.3M	-$47.6M	6	0.45%	Reduced
602	Thompson Siegel & Walmsley Richmond, Virginia	$78.1M	+$21.2M	7	1.35%	Increased
603	Axiom Investors Greenwich, Connecticut	$78M	-$6.23M	3	2.11%	Reduced
604	Parametric Risk Advisors Westport, Connecticut	$78M	+$620K	4	5.29%	Increased
605	Broad Run Investment Management Arlington, Virginia	$77.9M	+$115K	1	5.01%	Increased
606	BloombergSen Toronto, Ontario, Canada	$77.5M	+$662K	1	4.8%	Increased
607	Tremblant Capital Group West Palm Beach, Florida	$77.3M	-$88.6M	1	4.99%	Reduced
608	SC SRB Corp Boston, Massachusetts	$77.1M	+$89.5K	3	10.79%	Increased
609	Cullen/Frost Bankers San Antonio, Texas	$75.8M	-$2.26M	6	2.84%	Reduced
610	Highbridge Capital Management New York	$75.7M	-$188M	5	1.04%	Reduced
611	Calvert Investment Management Bethesda, Maryland	$75.6M	+$13.7M	7	4.88%	Increased
612	Andra AP-fonden Goteborg, Sweden	$75.6M	-$25.1M	9	2.14%	Reduced
613	Associated Banc-Corp Green Bay, Wisconsin	$75.3M	+$2.03M	5	4.75%	Increased
614	PC PM Capital Sydney, Australia	$74.6M	+$14.6M	2	15.68%	Increased
615	Academy Capital Management Waco, Texas	$74.6M	+$10.1M	4	14.65%	Increased
616	Kentucky Retirement Systems Frankfort, Kentucky	$74.5M	-$7.97M	8	6.05%	Reduced
617	Stonehage Fleming Financial Services St. Helier, Jersey	$74.5M	-$4.03M	7	8.88%	Reduced
618	KP Kiltearn Partners Edinburgh, United Kingdom	$74.2M	-$5.49M	1	3.98%	Reduced
619	Barings Charlotte, North Carolina	$73.5M	-$4.26M	8	1.68%	Reduced
620	Veritable Wilmington, Delaware	$73.5M	-$3.94M	9	1.53%	Reduced
621	Stack Financial Management Whitefish, Montana	$72.9M	+$2.12M	3	8.78%	Increased
622	CCM Conatus Capital Management Greenwich, Connecticut	$72.4M	+$68.5M	1	4.58%	New
623	Hardman Johnston Global Advisors Stamford, Connecticut	$72.2M	-$350K	3	4.36%	Reduced
624	Absolute Return Capital Boston, Massachusetts	$71.7M	+$25M	6	1.89%	Increased
625	Onex Canada Asset Management Toronto, Ontario, Canada	$71.5M	-$35.9M	1	4.54%	Reduced