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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
426	B BP London, United Kingdom	$160M	+$20.5M	6	4.6%	Increased
427	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$159M	-$41.4M	2	4.23%	Reduced
428	New Mexico Educational Retirement Board Santa Fe, New Mexico	$156M	+$3.98M	8	6.31%	Increased
429	Gabelli Funds Rye, New York	$156M	-$10M	6	0.79%	Reduced
430	Axiom Investors Greenwich, Connecticut	$155M	+$18.8M	4	3.85%	Increased
431	SRIM Saratoga Research & Investment Management Saratoga, California	$155M	-$1.73M	3	15.28%	Reduced
432	Gotham Asset Management New York	$154M	-$6.3M	5	1.53%	Reduced
433	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$154M	+$14.3M	1	13.19%	Increased
434	Zurich Cantonal Bank Zurich, Switzerland	$153M	+$9.22M	10	5.03%	Increased
435	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$153M	+$17.7M	4	8.94%	Increased
436	UBS O'Connor Chicago, Illinois	$151M	+$27.9M	3	2.6%	Increased
437	SA Smithwood Advisers Los Angeles, California	$151M	-$14.2M	2	9.66%	Reduced
438	GL GLG LLC New York	$150M	+$51.9M	8	3.98%	Increased
439	MVIP Mar Vista Investment Partners Los Angeles, California	$147M	-$3.71M	2	9.03%	Reduced
440	Gofen & Glossberg Chicago, Illinois	$147M	+$857K	6	6.49%	Increased
441	ROIC Route One Investment Company San Francisco, California	$147M	$0	2	33.96%	Maintained
442	ACP Ashfield Capital Partners San Francisco, California	$145M	+$12.9M	7	7.07%	Increased
443	Davenport & Co Richmond, Virginia	$145M	-$3.52M	7	2.53%	Reduced
444	Whale Rock Capital Management Boston, Massachusetts	$145M	+$20.3M	3	18.75%	Increased
445	TU TDAM USA Toronto, Ontario, Canada	$143M	-$4.17M	5	6.17%	Reduced
446	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$142M	-$807K	5	7.36%	Reduced
447	Nomura Holdings Tokyo, Japan	$142M	-$12M	12	0.39%	Reduced
448	Mirae Asset Global Investments Seoul, South Korea	$142M	-$168M	7	5.11%	Reduced
449	RS Investment Management San Francisco, California	$141M	-$34.2M	7	1.3%	Reduced
450	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$140M	-$891K	2	16.08%	Reduced