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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
751	EC Eminence Capital New York	$237M	-$30.9M	2	3.56%	Reduced
752	Becker Capital Management Portland, Oregon	$236M	-$1.5M	6	8.53%	Reduced
753	Banque Cantonale Vaudoise Lausanne, Switzerland	$236M	-$6.22M	21	10.23%	Reduced
754	Capital International Los Angeles, California	$235M	+$4.51M	5	12.05%	Increased
755	APG Asset Management US New York	$235M	+$224M	9	1.44%	New
756	EARNEST Partners Atlanta, Georgia	$234M	+$17.8M	6	1.17%	Increased
757	Two Sigma Securities New York	$234M	-$31.3M	19	2.26%	Reduced
758	KCM Investment Advisors Greenbrae, California	$234M	-$4.08M	6	9.31%	Reduced
759	Chesley Taft & Associates Chicago, Illinois	$234M	+$5.96M	6	13.11%	Increased
760	Sit Investment Associates Minneapolis, Minnesota	$231M	-$11.2M	7	5.67%	Reduced
761	Davidson Investment Advisors Great Falls, Montana	$231M	+$69.4K	5	13.24%	Increased
762	HC Henshaw Capital Woburn, Massachusetts	$230M	$0	5	11.95%	Maintained
763	Styrax Capital New York	$230M	+$10.7M	2	21.19%	Increased
764	Chartwell Investment Partners Berywn, Pennsylvania	$230M	-$5.89M	10	8.06%	Reduced
765	Covea Finance Paris, France	$230M	+$5.55M	3	11.19%	Increased
766	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$229M	-$772K	9	8.67%	Reduced
767	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$229M	+$17.9M	6	7.52%	Increased
768	CF Cypress Funds Los Angeles, California	$229M	+$4.21M	2	26.57%	Increased
769	Meiji Yasuda Asset Management Tokyo, Japan	$228M	+$13.5M	12	10.27%	Increased
770	YCG LLC Austin, Texas	$227M	-$5.57M	3	18.82%	Reduced
771	Weitz Investment Management Omaha, Nebraska	$227M	-$22.3M	4	11.96%	Reduced
772	Ariel Investments Chicago, Illinois	$227M	-$72.2M	3	2.26%	Reduced
773	Delta Global Management New York	$227M	+$205M	5	34.78%	New
774	HMP HS Management Partners New York	$226M	-$16.5M	2	10.46%	Reduced
775	ZWJ Investment Counsel Atlanta, Georgia	$226M	-$6.11M	8	11.61%	Reduced