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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
351	ACM Andor Capital Management Rye Brook, New York	$182M	+$175M	2	26.73%	New
352	Andra AP-fonden Goteborg, Sweden	$181M	+$181M	9	4.71%	New
353	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$179M	+$188M	2	4.2%	New
354	Asset Management One Tokyo, Japan	$178M	+$177M	10	2.89%	New
355	JHC JFB Holdings Corp Atlanta, Georgia	$176M	+$168M	2	7.2%	New
356	Analytic Investors Los Angeles, California	$176M	+$183M	6	2.92%	New
357	Utah Retirement Systems Salt Lake City, Utah	$175M	+$174M	9	5.91%	New
358	Scharf Investments Los Gatos, California	$173M	+$174M	3	9.39%	New
359	CAM ClariVest Asset Management San Diego, California	$172M	+$172M	5	7.67%	New
360	Nomura Holdings Tokyo, Japan	$171M	+$171M	12	1.39%	New
361	GTP Global Thematic Partners New York	$171M	+$184M	1	2.51%	New
362	Kornitzer Capital Management Shawnee Mission, Kansas	$170M	+$169M	8	2.23%	New
363	Sustainable Growth Advisers Stamford, Connecticut	$170M	+$164M	1	4.22%	New
364	Parnassus Investments San Francisco, California	$169M	+$164M	3	2.22%	New
365	DILH Dai-ichi Life Holdings Tokyo, Japan	$168M	+$168M	9	5.93%	New
366	Mirae Asset Global Investments Seoul, South Korea	$168M	+$162M	8	8.92%	New
367	HAM HHR Asset Management Berkeley Heights, New Jersey	$168M	+$161M	2	8.16%	New
368	DCM Dupont Capital Management Wilmington, Delaware	$168M	+$169M	5	3.13%	New
369	CCM Cadian Capital Management New York	$167M	+$162M	3	5.14%	New
370	EdgePoint Investment Group Toronto, Ontario, Canada	$167M	+$159M	1	5.56%	New
371	Stifel Nicolaus & Co St Louis, Missouri	$167M	+$163M	8	3.02%	New
372	DSM Capital Partners Palm Beach Gardens, Florida	$167M	+$161M	2	4.14%	New
373	Slate Path Capital New York	$166M	+$160M	1	8.95%	New
374	AC Amici Capital New York	$164M	+$158M	3	5.99%	New
375	Baird Milwaukee, Wisconsin	$163M	+$162M	7	3.25%	New