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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	LCP LGT Capital Partners Pfaeffikon, Switzerland	$172M	+$36.6M	4	14.28%	Increased
552	Foresters Investment Management New York	$172M	+$5.77M	7	3.25%	Increased
553	IC Inverness Counsel New York	$172M	+$5.81M	5	11.51%	Increased
554	CA Cortland Advisers Wilmington, Delaware	$171M	+$177M	1	8.05%	New
555	WorldQuant Millennium Advisors New York	$170M	+$92.3M	8	5.04%	Increased
556	TAM Telemark Asset Management Boston, Massachusetts	$170M	+$48.6M	4	34.9%	Increased
557	Wolverine Asset Management Chicago, Illinois	$169M	+$137M	7	2.03%	Increased
558	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$168M	+$4.46M	9	10.26%	Increased
559	BG Bollard Group Boston, Massachusetts	$168M	+$25.7M	11	7.42%	Increased
560	Bridges Investment Management Omaha, Nebraska	$168M	+$60M	8	7.9%	Increased
561	NTC NF Trinity Capital Central, Hong Kong	$168M	+$10.9M	3	27.29%	Increased
562	Mariner Overland Park, Kansas	$168M	+$77.6M	11	2.99%	Increased
563	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$166M	-$48.5M	14	3.28%	Reduced
564	Shelton Capital Management Denver, Colorado	$166M	-$7.93M	11	11.29%	Reduced
565	FAS Formuepleje A/S Aarhus C, Denmark	$164M	+$26.6M	4	18.07%	Increased
566	MML Investors Services Springfield, Massachusetts	$164M	+$13.6M	17	2.95%	Increased
567	MC Maplelane Capital New York	$164M	-$40.1M	4	4.76%	Reduced
568	TCM Twin Capital Management Mcmurray, Pennsylvania	$164M	+$11.9M	7	9.24%	Increased
569	Riverbridge Partners Minneapolis, Minnesota	$164M	-$3.83M	5	3.42%	Reduced
570	NCA Newbrook Capital Advisors New York	$164M	-$8.36M	2	17.65%	Reduced
571	Allstate Corporation Northbrook, Illinois	$163M	+$171M	8	5.35%	Increased
572	Castle Hook Partners New York	$162M	-$47.2M	4	20.93%	Reduced
573	MC Martin Currie Edinburgh, United Kingdom	$162M	+$8.33M	4	13.1%	Increased
574	SIM Sentry Investment Management Stevens Point, Wisconsin	$160M	-$44.6K	11	11.61%	Reduced
575	Birch Hill Investment Advisors Boston, Massachusetts	$160M	-$4.11M	6	13.95%	Reduced