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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
626	Boston Advisors Boston, Massachusetts	$76.3M	+$4.94M	6	3.18%	Increased
627	Associated Banc-Corp Green Bay, Wisconsin	$75.7M	-$2.78M	5	4.85%	Reduced
628	Summitry LLC Foster City, California	$75.2M	-$5.47M	3	8.58%	Reduced
629	Capital International Inc Los Angeles, California	$74.8M	+$1.69M	7	5.37%	Increased
630	HP Holowesko Partners Nassau, Bahamas	$74.5M	+$29.8M	1	4.62%	Increased
631	Stack Financial Management Whitefish, Montana	$74.4M	+$774K	3	9.04%	Increased
632	Thompson Siegel & Walmsley Richmond, Virginia	$74.1M	+$1.8M	7	1.31%	Increased
633	Cincinnati Financial Corp Fairfield, Ohio	$73.6M	$0	2	4.6%	Maintained
634	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$73.3M	-$3.67M	1	6.5%	Reduced
635	Heritage Investors Management Corp Bethesda, Maryland	$73M	+$783K	5	5.61%	Increased
636	BloombergSen Toronto, Ontario, Canada	$73M	+$688K	1	3.71%	Increased
637	Andra AP-fonden Goteborg, Sweden	$72.9M	-$3.81M	9	2.11%	Reduced
638	Dana Investment Advisors Waukesha, Wisconsin	$72.8M	+$25M	3	3.41%	Increased
639	PFM Health Sciences San Francisco, California	$72.2M	+$66.2M	1	1.83%	Increased
640	Confluence Investment Management St. Louis, Missouri	$71.9M	+$4.6M	2	2.62%	Increased
641	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$71.8M	+$73.5M	6	5.75%	New
642	Synovus Financial Columbus, Georgia	$71.6M	+$2.16M	8	1.83%	Increased
643	Scotia Capital Toronto, Ontario, Canada	$71.6M	+$4.16M	8	1.44%	Increased
644	Horan Capital Management Hunt Valley, Maryland	$71.5M	-$2.51M	5	20.14%	Reduced
645	Amica Mutual Insurance Providence, Rhode Island	$71.3M	-$33K	7	6.15%	Reduced
646	TP Theleme Partners London, United Kingdom	$71.2M	-$17.3M	1	4.55%	Reduced
647	Edgar Lomax Company Kingstowne, Virginia	$70.9M	-$906K	3	4.75%	Reduced
648	Jane Street New York	$70.7M	-$36.9M	12	0.46%	Reduced
649	Chubb Corp Warren, New Jersey	$70M	-$44.3K	3	3.65%	Reduced
650	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$69.5M	+$15.4M	3	25.28%	Increased