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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
476	HI Honeywell International Charlotte, North Carolina	$168M	-$14.7M	3	5.62%	Reduced
477	New Mexico Educational Retirement Board Santa Fe, New Mexico	$167M	+$7.78M	10	7.74%	Increased
478	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$167M	-$50.1M	2	6.66%	Reduced
479	Daiwa Securities Group Tokyo, Japan	$166M	-$10.3M	13	1.06%	Reduced
480	Wolverine Trading Chicago, Illinois	$166M	-$28.7M	13	0.81%	Reduced
481	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$165M	+$64.2M	4	6.28%	Increased
482	BHG Blue Harbour Group Greenwich, Connecticut	$165M	-$5.36M	1	5.52%	Reduced
483	PointState Capital New York	$164M	-$692M	3	2.36%	Reduced
484	Ladenburg Thalmann Financial Services Miami, Florida	$164M	+$16.4M	20	2.28%	Increased
485	PC Paulson & Co New York	$164M	-$123M	3	2.06%	Reduced
486	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$163M	-$4.11M	6	8.74%	Reduced
487	MICM Matthews International Capital Management San Francisco, California	$163M	-$10.3M	1	8.43%	Reduced
488	Fiduciary Trust Boston, Massachusetts	$163M	+$10.4M	9	5.28%	Increased
489	Gofen & Glossberg Chicago, Illinois	$163M	+$341K	6	6.65%	Increased
490	Sachem Head Capital Management New York	$162M	+$40M	1	6.21%	Increased
491	Hardman Johnston Global Advisors Stamford, Connecticut	$162M	+$73.7M	5	7.92%	Increased
492	VIM Veritas Investment Management London, United Kingdom	$161M	-$2.54M	6	28.38%	Reduced
493	Amalgamated Bank New York	$161M	+$29.5M	11	7.26%	Increased
494	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$160M	-$13.6M	5	12.62%	Reduced
495	Foresters Investment Management New York	$160M	+$208K	4	2.84%	Increased
496	ACP Arrowgrass Capital Partners London, United Kingdom	$159M	+$166M	2	19.23%	New
497	BRIM Broad Run Investment Management Arlington, Virginia	$159M	+$12.4M	2	6.57%	Increased
498	Menora Mivtachim Holdings Ramat Gan, Israel	$159M	+$33.5M	4	8.15%	Increased
499	Edmond de Rothschild Holding Chambesy, Switzerland	$158M	+$17.9M	14	4.39%	Increased
500	HAM HHR Asset Management Berkeley Heights, New Jersey	$158M	-$104M	2	8.56%	Reduced