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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
676	International Value Advisers	$139M	+$20.8M	3	5.16%	Increased
677	BBVA USA Bancshares Houston, Texas	$139M	-$4M	8	8.93%	Reduced
678	Braun Stacey Associates New York	$138M	-$1.77M	6	8.74%	Reduced
679	Seizert Capital Partners Birmingham, Michigan	$138M	+$6.87M	4	6.98%	Increased
680	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$138M	-$16.2M	3	30.31%	Reduced
681	Logan Capital Management Newtown Square, Pennsylvania	$138M	-$6.61M	6	8.13%	Reduced
682	MFWM Motley Fool Wealth Management Alexandria, Virginia	$138M	-$82.8K	3	9.1%	Reduced
683	Heritage Investors Management Corp Bethesda, Maryland	$138M	+$2.37M	8	7.86%	Increased
684	IG Ithaka Group Arlington, Virginia	$138M	+$14.3M	4	19.46%	Increased
685	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$137M	-$6.83M	12	7.19%	Reduced
686	Badgley, Phelps & Bell Seattle, Washington	$136M	-$1.43M	7	7.76%	Reduced
687	KSCM Key Square Capital Management Stamford, Connecticut	$136M	+$132M	1	37.42%	New
688	Mogy Joel R Investment Counsel Beverly Hills, California	$136M	-$1.04M	7	17.18%	Reduced
689	HP Holowesko Partners Nassau, Bahamas	$135M	-$1.07M	1	10.74%	Reduced
690	SCCM Schafer Cullen Capital Management New York	$135M	-$850K	2	1.63%	Reduced
691	GPCM Greenbrier Partners Capital Management Dallas, Texas	$135M	-$809K	4	22.12%	Reduced
692	AIM AIA Investment Management Singapore	$134M	+$8.85M	11	36.68%	Increased
693	WhitTier Trust Company Reno, Nevada	$134M	+$3.03M	14	9.35%	Increased
694	CK Cohen Klingenstein New York	$134M	+$3.06M	8	8.43%	Increased
695	Ameritas Investment Partners Lincoln, Nebraska	$134M	-$1.46M	14	6.12%	Reduced
696	Vaughan David Investments Peoria, Illinois	$134M	-$1.67M	6	5.12%	Reduced
697	SCM Scopia Capital Management New York	$134M	+$137M	1	7.82%	New
698	Altshuler Shaham Tel Aviv, Israel	$133M	+$13.5M	10	5.13%	Increased
699	Chartwell Investment Partners Berywn, Pennsylvania	$133M	+$4.44M	11	4.45%	Increased
700	Twin Capital Management Mcmurray, Pennsylvania	$133M	-$2.71M	7	9.6%	Reduced