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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	AC Ascend Capital Orinda, California	$140M	+$10.5M	2	4.59%	Increased
452	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$139M	-$3.33M	10	2.54%	Reduced
453	Daiwa Securities Group Tokyo, Japan	$139M	+$39.3M	10	0.99%	Increased
454	Gofen & Glossberg Chicago, Illinois	$139M	+$3.42M	6	5.88%	Increased
455	Moore Capital Management New York	$139M	-$117M	5	2.99%	Reduced
456	Wasatch Advisors Salt Lake City, Utah	$138M	-$7.95M	6	1.5%	Reduced
457	FFA First Foundation Advisors Irvine, California	$136M	+$483K	4	10.82%	Increased
458	Whale Rock Capital Management Boston, Massachusetts	$136M	+$11.4M	3	12.39%	Increased
459	Mutual of America Capital Management New York	$136M	-$413K	8	2.97%	Reduced
460	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$135M	+$12.3M	2	16.6%	Increased
461	CCM Conatus Capital Management Greenwich, Connecticut	$135M	+$50.4M	2	8.22%	Increased
462	Welch & Forbes Boston, Massachusetts	$135M	-$10.1M	8	4.19%	Reduced
463	United Capital Financial Advisors Irving, Texas	$134M	+$1.18M	6	1.56%	Increased
464	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$134M	-$4.93M	5	6.91%	Reduced
465	Los Angeles Capital Management Los Angeles, California	$133M	-$11.1M	7	1.24%	Reduced
466	VM Valinor Management New York	$132M	+$10.4M	1	3.5%	Increased
467	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$132M	+$15.9M	5	7.09%	Increased
468	CCM Criterion Capital Management San Francisco, California	$131M	-$54.6M	1	5.01%	Reduced
469	HM Payson & Co Portland, Maine	$131M	+$3.74M	4	6.54%	Increased
470	SAM Sentinel Asset Management Montpelier, Vermont	$131M	+$16M	3	2.99%	Increased
471	Janney Montgomery Scott Philadelphia, Pennsylvania	$128M	-$754K	7	2.68%	Reduced
472	LCM Lakewood Capital Management New York	$128M	+$24M	2	5.29%	Increased
473	HCMT Highland Capital Management (Texas) Dallas, Texas	$128M	+$39.1M	5	2.6%	Increased
474	Samlyn Capital New York	$127M	+$48.9M	1	2.02%	Increased
475	Jacobs Levy Equity Management Florham Park, New Jersey	$127M	-$111M	6	2.41%	Reduced