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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	IFM Investors Melbourne, Australia	$134M	+$13.1M	11	10.87%	Increased
627	Driehaus Capital Management Chicago, Illinois	$134M	-$24.2M	8	5.74%	Reduced
628	Construction & Building Unions Superannuation Fund Melbourne, Australia	$134M	+$19.4M	4	19.08%	Increased
629	Northeast Investment Management Boston, Massachusetts	$134M	-$4.97M	8	12.9%	Reduced
630	JMH J.M. Hartwell New York	$134M	-$4.2M	5	27.82%	Reduced
631	Kayne Anderson Rudnick Investment Management Los Angeles, California	$134M	-$66M	5	0.92%	Reduced
632	Washington Trust Westerly, Rhode Island	$133M	-$93.2K	8	8.47%	Reduced
633	Taikang Asset Management (HK) Hong Kong	$133M	-$19.1M	4	22.72%	Reduced
634	Cambiar Investors Denver, Colorado	$132M	+$21.8M	3	2.99%	Increased
635	Impax Asset Management Group London, United Kingdom	$132M	+$4.75M	7	2.15%	Increased
636	FCM Flinton Capital Management Philadelphia, Pennsylvania	$131M	-$4.89M	6	4.96%	Reduced
637	Meyer Handelman Company Rye Brook, New York	$131M	-$2.19M	8	7.4%	Reduced
638	CG Cutler Group San Francisco, California	$130M	+$29.6M	22	12.36%	Increased
639	Vaughan Nelson Investment Management Houston, Texas	$130M	-$61.8M	2	1.86%	Reduced
640	Abrams Capital Management Boston, Massachusetts	$130M	$0	1	5.36%	Maintained
641	JCM JS Capital Management New York	$129M	+$30.9M	5	36.89%	Increased
642	AA Ancient Art Austin, Texas	$129M	+$10.6M	1	25.88%	Increased
643	Walleye Trading New York	$128M	-$19.4M	18	0.94%	Reduced
644	Renaissance Group Covington, Kentucky	$128M	-$15.4M	6	5.88%	Reduced
645	SCCM Schafer Cullen Capital Management New York	$128M	-$2.98M	2	1.97%	Reduced
646	Boston Advisors Boston, Massachusetts	$128M	-$12.4M	10	7.38%	Reduced
647	WesBanco Bank Wheeling, West Virginia	$127M	-$815K	9	7.56%	Reduced
648	Cambridge Trust Cambridge, Massachusetts	$127M	-$8.95M	7	8.72%	Reduced
649	Cincinnati Financial Corp Fairfield, Ohio	$126M	$0	2	5.66%	Maintained
650	Nippon Life Global Investors Americas New York	$125M	-$4.31M	3	10.81%	Reduced