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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	SIG Senator Investment Group New York	$199M	-$33.7M	1	4.5%	Reduced
552	LCP LGT Capital Partners Pfaeffikon, Switzerland	$199M	-$94.4K	4	14.7%	Reduced
553	Deer VIII & Co Larchmont, New York	$199M	+$173M	1	100%	New
554	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$198M	+$1.58M	14	3.45%	Increased
555	Altimeter Capital Management Boston, Massachusetts	$198M	+$41M	5	6.78%	Increased
556	FFM Fullerton Fund Management Singapore	$197M	+$32M	1	69.11%	Increased
557	Daiwa Securities Group Tokyo, Japan	$197M	-$3.5M	13	1.72%	Reduced
558	Kayne Anderson Rudnick Investment Management Los Angeles, California	$197M	+$29.3M	6	1.12%	Increased
559	TCM Twin Capital Management Mcmurray, Pennsylvania	$197M	+$5.87M	7	9.69%	Increased
560	RE RBC Europe London, United Kingdom	$196M	+$9.3M	14	21.65%	Increased
561	NTC NF Trinity Capital Central, Hong Kong	$196M	-$13M	3	31.31%	Reduced
562	FAS Formuepleje A/S Aarhus C, Denmark	$195M	+$5.5M	4	17.33%	Increased
563	Riverbridge Partners Minneapolis, Minnesota	$194M	+$3.36M	5	3.77%	Increased
564	CA Cortland Advisers Wilmington, Delaware	$192M	$0	1	8.25%	Maintained
565	Thrive Capital Management (New York) New York	$192M	-$460M	1	96.34%	Reduced
566	Varma Mutual Pension Insurance Co Helsinki, Finland	$192M	+$72.5M	2	3.4%	Increased
567	SH SeaTown Holdings Singapore	$192M	+$149M	5	22.59%	Increased
568	WAM World Asset Management Detroit, Michigan	$191M	+$5.83M	14	9.76%	Increased
569	RCW Rheos Capital Works Tokyo, Japan	$190M	-$80.4M	3	23.12%	Reduced
570	VIP Vantage Investment Partners Kansas City, Missouri	$190M	-$62.7M	4	17.67%	Reduced
571	AAM Ardevora Asset Management London, United Kingdom	$189M	+$46M	6	4.94%	Increased
572	MCM McKinley Capital Management Anchorage, Alaska	$189M	+$272K	6	13.61%	Increased
573	Construction & Building Unions Superannuation Fund Melbourne, Australia	$188M	+$29.8M	4	23.66%	Increased
574	Samlyn Capital New York	$188M	-$55.5M	2	4.45%	Reduced
575	Tiedemann Advisors New York	$187M	+$1.67M	10	8.82%	Increased