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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
451	ROIC Route One Investment Company San Francisco, California	$131M	-$47.9M	3	27.99%	Reduced
452	Sawgrass Asset Management Ponte Vedra Beach, Florida	$131M	-$3.34M	4	7.78%	Reduced
453	PC Passport Capital San Francisco, California	$129M	+$7.02M	2	4.41%	Increased
454	GLG Inc New York	$128M	-$63.9M	9	3.38%	Reduced
455	CAM Capstone Asset Management Houston, Texas	$128M	-$58.2M	9	3.73%	Reduced
456	OMERS Administration Corp Toronto, Ontario, Canada	$128M	+$63.9M	1	4.71%	Increased
457	Zurich Cantonal Bank Zurich, Switzerland	$127M	+$8.16M	9	4.17%	Increased
458	Lakewood Capital Management New York	$127M	-$10.5M	1	10.01%	Reduced
459	Foresters Investment Management New York	$126M	-$83.7K	3	2.73%	Reduced
460	Curian Capital Denver, Colorado	$126M	+$7.65M	8	2.22%	Increased
461	London Company of Virginia Richmond, Virginia	$126M	+$26.9M	2	1.43%	Increased
462	Bridgeway Capital Management Houston, Texas	$126M	+$15.1M	7	3.82%	Increased
463	Mizuho Securities USA New York	$125M	+$18.5M	6	10.33%	Increased
464	ASA Armstrong Shaw Associates New Canaan, Connecticut	$125M	+$65.7M	2	4.62%	Increased
465	Seizert Capital Partners Birmingham, Michigan	$125M	-$13.5M	4	2.95%	Reduced
466	Fiduciary Trust Boston, Massachusetts	$124M	-$3.7M	7	5.47%	Reduced
467	Orbis Holdings Hamilton, Bermuda	$123M	-$244M	1	0.85%	Reduced
468	Pensioenfonds Rail & OV Utrecht, Netherlands	$123M	$0	2	5.17%	Maintained
469	Highbridge Capital Management New York	$123M	-$120M	6	1.47%	Reduced
470	Nicholas Company Milwaukee, Wisconsin	$123M	+$38.8M	3	2.98%	Increased
471	Columbia Wanger Asset Management Chicago, Illinois	$122M	+$22M	1	0.47%	Increased
472	TDAM USA Toronto, Ontario, Canada	$122M	+$2.36M	5	5.28%	Increased
473	Bartlett & Co Cincinnati, Ohio	$122M	+$4.26M	5	6.1%	Increased
474	Axiom Investors Greenwich, Connecticut	$122M	-$13M	2	3.26%	Reduced
475	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$122M	+$113M	9	5.14%	New