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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	PGEBT Pactiv General Employee Benefit Trust Lake Forest, Illinois	$222M	$0	1	11.28%	Maintained
602	AE Wealth Management Topeka, Kansas	$221M	+$54.3M	16	3.41%	Increased
603	Letko, Brosseau & Associates Montreal, Quebec, Canada	$220M	+$19.7M	6	3.26%	Increased
604	SI SQN Investors Menlo Park, California	$219M	-$89.8M	2	16.99%	Reduced
605	Erste Asset Management Vienna, Austria	$218M	+$179K	12	8.7%	Increased
606	SC Serenity Capital Palo Alto, California	$218M	$0	1	50.78%	Maintained
607	SCM Somerset Capital Management London, United Kingdom	$218M	+$4.54M	2	29.78%	Increased
608	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$216M	+$209M	1	3.82%	New
609	NIM Northeast Investment Management Boston, Massachusetts	$215M	+$2.59M	8	16.11%	Increased
610	RAM RWC Asset Management London, United Kingdom	$215M	-$20.1M	3	9.76%	Reduced
611	TI TRG Investments Richmond, Virginia	$215M	$0	1	28.45%	Maintained
612	BI BlueSpruce Investments Chicago, Illinois	$214M	-$107M	1	6.17%	Reduced
613	SSM Sound Shore Management Greenwich, Connecticut	$213M	-$113M	3	6.58%	Reduced
614	Crawford Investment Counsel Atlanta, Georgia	$213M	-$1.38M	6	6.11%	Reduced
615	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$213M	+$2.38M	10	10.91%	Increased
616	WIM Weitz Investment Management Omaha, Nebraska	$212M	-$25.2M	4	10.55%	Reduced
617	Kentucky Retirement Systems Frankfort, Kentucky	$212M	-$44.6M	10	14.86%	Reduced
618	BAM Barrett Asset Management New York	$212M	+$561K	8	13.54%	Increased
619	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$211M	-$9.9M	11	2.93%	Reduced
620	Busey Bank Urbana, Illinois	$211M	+$1.87M	7	14.58%	Increased
621	AAM AMI Asset Management Los Angeles, California	$211M	-$14.8M	3	11.24%	Reduced
622	Credit Agricole Montrouge Cedex, France	$211M	+$37M	11	13.37%	Increased
623	Hancock Whitney Gulfport, Mississippi	$210M	-$12.3M	9	8.04%	Reduced
624	Coldstream Capital Management Bellevue, Washington	$209M	-$2.49M	7	18.73%	Reduced
625	ESCM Echo Street Capital Management New York	$208M	+$2.55M	6	2.47%	Increased