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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	Intermede Investment Partners London, United Kingdom	$190M	-$25.6M	3	16.32%	Reduced
552	MC Martin Currie Edinburgh, United Kingdom	$190M	-$3.46M	4	13.17%	Reduced
553	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$190M	+$45.1M	12	4.49%	Increased
554	TI TT International London, United Kingdom	$190M	+$3.25M	4	8.24%	Increased
555	HLC Hunt Lane Capital New York	$189M	+$4.4M	3	18.72%	Increased
556	Zacks Investment Management Chicago, Illinois	$186M	-$16.6M	7	4.14%	Reduced
557	Riverbridge Partners Minneapolis, Minnesota	$185M	-$2.44M	5	3.38%	Reduced
558	Marshall Wace London, United Kingdom	$185M	-$21.6M	9	7.68%	Reduced
559	Daiwa Securities Group Tokyo, Japan	$185M	-$25.1M	13	1.48%	Reduced
560	Första AP-fonden Stockholm, Sweden	$183M	-$14.3M	5	6.35%	Reduced
561	NA Neuburgh Advisers Los Angeles, California	$183M	-$1.29M	9	6.4%	Reduced
562	Driehaus Capital Management Chicago, Illinois	$183M	+$1.77M	7	6.46%	Increased
563	Ferguson Wellman Capital Management Portland, Oregon	$181M	-$23M	7	6.44%	Reduced
564	SCGE Management Menlo Park, California	$181M	+$21M	3	21.02%	Increased
565	NTC NF Trinity Capital Central, Hong Kong	$181M	-$10.8M	3	24.87%	Reduced
566	QIM Quantitative Investment Management Charlottesville, Virginia	$180M	-$62M	7	3.13%	Reduced
567	Bartlett & Co Wealth Management Cincinnati, Ohio	$180M	+$187M	10	7.43%	New
568	Bartlett & Co Cincinnati, Ohio	$180M	-$4.31M	10	7.44%	Reduced
569	CC Cannell & Co New York	$180M	-$9.9M	6	6.77%	Reduced
570	HBK Investments Dallas, Texas	$178M	+$145M	6	1.23%	Increased
571	TP Tesuji Partners Fort Lee, New Jersey	$176M	$0	1	10.33%	Maintained
572	RIM Redpoint Investment Management Sydney, NSW, Australia	$176M	+$1.28M	12	9.79%	Increased
573	PCM Prime Capital Management Hong Kong	$176M	+$132M	1	33.55%	Increased
574	ANI American National Insurance Galveston, Texas	$175M	+$15.1M	7	8.93%	Increased
575	NIMI Natixis Investment Managers International Paris, France	$174M	+$80.7M	10	12.47%	Increased