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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
826	IBM Retirement Fund Armonk, New York	$139M	+$38M	13	11.97%	Increased
827	Select Equity Group New York	$139M	-$9.33M	3	0.68%	Reduced
828	Cortland Associates St Louis, Missouri	$139M	+$429K	6	18.61%	Increased
829	Livforsakringsbolaget Skandia Stockholm, Sweden	$138M	-$2.64M	13	14.79%	Reduced
830	GMT Capital Atlanta, Georgia	$138M	-$181M	4	10.04%	Reduced
831	Eagle Global Advisors Houston, Texas	$138M	-$2.42M	7	12.41%	Reduced
832	LS Investment Advisors Bloomfield Hills, Michigan	$138M	+$1.8M	10	7.82%	Increased
833	Quest Investment Management Lake Oswego, Oregon	$138M	+$46.1M	4	13.19%	Increased
834	ZWJ Investment Counsel Atlanta, Georgia	$138M	-$4.22M	7	11.04%	Reduced
835	Wasatch Advisors Salt Lake City, Utah	$137M	-$11.4M	4	0.87%	Reduced
836	Palladium Partners Norfolk, Virginia	$137M	+$2.95M	8	8.64%	Increased
837	Wilmington Savings Fund Society Wilmington, Delaware	$137M	-$1.98M	7	6.34%	Reduced
838	DAM Davis Asset Management Sausalito, California	$137M	$0	2	12.52%	Maintained
839	Columbus Hill Capital Management Short Hills, New Jersey	$137M	-$16.8M	3	17.5%	Reduced
840	TAM Telemark Asset Management Boston, Massachusetts	$136M	-$12.9M	4	16.46%	Reduced
841	Farr Miller & Washington Washington, District of Columbia	$136M	-$34.8M	7	11.79%	Reduced
842	Boston Common Asset Management Boston, Massachusetts	$136M	+$729K	7	12.92%	Increased
843	Sandy Spring Bank Olney, Maryland	$135M	+$2.11M	13	9.24%	Increased
844	Greenleaf Trust Kalamazoo, Michigan	$135M	+$119K	9	2.09%	Increased
845	Chilton Capital Management Houston, Texas	$135M	+$3.66M	5	10.48%	Increased
846	Corvex Management New York	$134M	-$30.2M	2	7.71%	Reduced
847	RIG Roosevelt Investment Group New York	$134M	-$1.53M	5	10.86%	Reduced
848	Glynn Capital Management Menlo Park, California	$134M	+$9.04M	6	14.2%	Increased
849	Simplex Trading Chicago, Illinois	$133M	+$40.4M	22	0.18%	Increased
850	Osterweis Capital Management San Francisco, California	$133M	-$8.03M	5	8.97%	Reduced