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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
526	Baupost Group Boston, Massachusetts	$79.2M	$0	1	2.26%	Maintained
527	Cohen & Steers New York	$78.9M	-$54.7M	4	0.25%	Reduced
528	Boston Private Bank & Trust Boston, Massachusetts	$78.9M	-$1.19M	9	4.38%	Reduced
529	CCM Conatus Capital Management Greenwich, Connecticut	$78.7M	-$86.5M	1	3.32%	Reduced
530	ANI American National Insurance Galveston, Texas	$78.6M	-$418K	6	5.61%	Reduced
531	ALA Atherton Lane Advisers Menlo Park, California	$78.5M	+$21M	7	5.38%	Increased
532	TH Timber Hill Greenwich, Connecticut	$78.3M	+$48.6M	7	0.28%	Increased
533	Zweig-DiMenna Associates New York	$78.2M	-$7.26M	3	3.17%	Reduced
534	Onex Canada Asset Management Toronto, Ontario, Canada	$77.8M	+$29.6M	2	4.9%	Increased
535	Valiant Capital Management San Francisco, California	$76.9M	$0	1	6.6%	Maintained
536	Cannell & Spears New York	$76.8M	-$8.76M	4	10.01%	Reduced
537	CC Colrain Capital Boston, Massachusetts	$76.6M	-$10.8M	4	5.71%	Reduced
538	Jupiter Asset Management London, United Kingdom	$76.5M	+$1.64M	5	3.37%	Increased
539	ZWJ Investment Counsel Atlanta, Georgia	$76.2M	+$11.3M	6	9.78%	Increased
540	Cullen/Frost Bankers San Antonio, Texas	$75.9M	-$11.5M	7	3.72%	Reduced
541	CAM Centre Asset Management New York	$75.8M	-$10.4M	6	12.05%	Reduced
542	IIM Ivory Investment Management New York	$75.5M	+$62.7M	4	3.58%	Increased
543	Braun Stacey Associates New York	$75.5M	-$2.77M	5	4.64%	Reduced
544	Winton Capital Management London, United Kingdom	$75.2M	-$7.1M	5	0.91%	Reduced
545	Vaughan David Investments Peoria, Illinois	$75.1M	+$1.18M	3	5.22%	Increased
546	Numeric Investors Boston, Massachusetts	$75.1M	-$2.9M	4	1.39%	Reduced
547	LMCG Investments Boston, Massachusetts	$74.8M	-$3.94M	8	1.81%	Reduced
548	Clifford Swan Investment Counsel Pasadena, California	$74.2M	+$1.08M	5	5.92%	Increased
549	Bank of Nova Scotia Toronto, Ontario, Canada	$74.2M	-$178M	6	0.38%	Reduced
550	Congress Asset Management Boston, Massachusetts	$73.7M	-$72M	4	2.06%	Reduced