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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
801	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$38.3M	-$1.35M	8	6.72%	Reduced
802	CCM Crestwood Capital Management New York	$38.2M	+$1.22M	1	4.68%	Increased
803	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$38.2M	+$1.16M	8	2.97%	Increased
804	Badgley, Phelps & Bell Seattle, Washington	$38.1M	-$865K	4	3.92%	Reduced
805	Davidson Investment Advisors Great Falls, Montana	$38.1M	-$282K	4	5.77%	Reduced
806	TAM Telemark Asset Management Boston, Massachusetts	$38.1M	+$556K	2	9.59%	Increased
807	Azimuth Capital Management Bloomfield Hills, Michigan	$37.8M	-$6.9M	5	4.56%	Reduced
808	VCM Violich Capital Management San Francisco, California	$37.8M	-$56.7K	4	13.16%	Reduced
809	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$37.4M	-$32.1K	7	1.57%	Reduced
810	GIM Gyrus Investment Management Toronto, Ontario, Canada	$37.4M	-$468K	4	6.49%	Reduced
811	AIM Assured Investment Management New York	$37.4M	+$26.2M	4	0.61%	Increased
812	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$37.3M	-$6.43M	1	4.68%	Reduced
813	Essex Investment Management Boston, Massachusetts	$37.3M	-$4.47M	5	5.43%	Reduced
814	RWC Asset Management London, United Kingdom	$37.3M	-$4.46M	2	3.3%	Reduced
815	North Star Asset Management Neenah, Wisconsin	$37.2M	-$1.71M	5	4.46%	Reduced
816	PRCM Pine River Capital Management Minnetonka, Minnesota	$37.1M	-$18.7M	2	0.56%	Reduced
817	SCM Sigma Capital Management Stamford, Connecticut	$37M	-$68M	1	1.89%	Reduced
818	Lowe Brockenbrough & Co Richmond, Virginia	$37M	-$586K	4	6.16%	Reduced
819	Woodstock Corp Boston, Massachusetts	$36.9M	-$136K	5	6.86%	Reduced
820	GCM Gabalex Capital Management New York	$36.9M	-$3.75M	1	13.26%	Reduced
821	ARTA A.R.T. Advisors New York	$36.8M	+$10.7M	6	1.95%	Increased
822	SR Sloane Robinson London, United Kingdom	$36.7M	+$886K	1	21.81%	Increased
823	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$36.7M	-$3.6M	4	5.86%	Reduced
824	Trillium Asset Management Boston, Massachusetts	$36.7M	-$3.11M	5	3.45%	Reduced
825	Oak Ridge Investments Chicago, Illinois	$36.5M	-$652K	3	0.92%	Reduced