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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
551	MC Maplelane Capital New York	$126M	-$6.32M	4	5.22%	Reduced
552	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$126M	+$54.1M	6	5.46%	Increased
553	MVIP Mar Vista Investment Partners Los Angeles, California	$125M	-$13.2M	3	7.68%	Reduced
554	PRCM Pine River Capital Management Minnetonka, Minnesota	$125M	-$7.71M	10	1.82%	Reduced
555	Menora Mivtachim Holdings Ramat Gan, Israel	$123M	+$70.6M	2	7.34%	Increased
556	Foresters Investment Management New York	$122M	+$177K	4	2.48%	Increased
557	Birch Hill Investment Advisors Boston, Massachusetts	$122M	-$4.05M	6	12.81%	Reduced
558	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$121M	+$11.5M	12	2.57%	Increased
559	Riverbridge Partners Minneapolis, Minnesota	$120M	-$2.72M	5	2.51%	Reduced
560	Thompson Siegel & Walmsley Richmond, Virginia	$119M	+$14.1M	11	1.94%	Increased
561	Ferguson Wellman Capital Management Portland, Oregon	$119M	+$5.82M	7	5.07%	Increased
562	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$119M	+$54.2M	4	31.16%	Increased
563	Nomura Holdings Tokyo, Japan	$119M	-$69.9M	13	0.4%	Reduced
564	LCS Levin Capital Strategies New York	$119M	-$22.8M	8	2.15%	Reduced
565	Capital International Sarl Los Angeles, California	$118M	+$1.81M	8	10.01%	Increased
566	Baupost Group Boston, Massachusetts	$118M	+$112M	1	1.7%	New
567	D.A. Davidson & Co Great Falls, Montana	$117M	-$739K	15	3.66%	Reduced
568	PFC Poplar Forest Capital Pasadena, California	$117M	+$22.4M	4	10.19%	Increased
569	Ladenburg Thalmann Financial Services Miami, Florida	$117M	+$6.78M	17	2.05%	Increased
570	RAM RWC Asset Management London, United Kingdom	$116M	-$20.7M	5	8.39%	Reduced
571	NCA Newbrook Capital Advisors New York	$116M	-$42.3M	2	15.59%	Reduced
572	SGAM Smith Group Asset Management Dallas, Texas	$116M	-$44.1M	4	3.46%	Reduced
573	TU TDAM USA Toronto, Ontario, Canada	$116M	-$817K	7	5.64%	Reduced
574	Whittier Trust South Pasadena, California	$115M	+$9.02M	12	5.11%	Increased
575	Clifford Swan Investment Counsel Pasadena, California	$115M	+$233K	8	7.83%	Increased