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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	IFM Investors Melbourne, Australia	$197M	+$16.5M	13	11.22%	Increased
552	Formuepleje A/S Aarhus C, Denmark	$197M	-$1.23M	4	15.34%	Reduced
553	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$197M	+$26.3M	1	3.64%	Increased
554	Kayne Anderson Rudnick Investment Management Los Angeles, California	$197M	-$2.03M	7	1.04%	Reduced
555	SCM Suvretta Capital Management New York	$194M	-$49.8M	1	4.12%	Reduced
556	BTP Bloom Tree Partners New York	$194M	-$42.3M	4	20.21%	Reduced
557	PFM Health Sciences San Francisco, California	$194M	+$44.2M	3	3.68%	Increased
558	Driehaus Capital Management Chicago, Illinois	$194M	-$13.6M	9	6.06%	Reduced
559	Shelton Capital Management Denver, Colorado	$193M	+$2.46M	11	11.13%	Increased
560	Veritas Investment Management London, United Kingdom	$193M	+$3.54M	4	17.3%	Increased
561	Winton Group London, United Kingdom	$192M	+$31M	12	3.74%	Increased
562	Samlyn Capital New York	$192M	+$1.18M	3	4.05%	Increased
563	UMB Bank Kansas City, Missouri	$192M	-$3.78M	7	4.71%	Reduced
564	MC Montag & Caldwell Atlanta, Georgia	$191M	+$3.01M	4	9.8%	Increased
565	QS Investors New York	$190M	-$2.55M	15	2.05%	Reduced
566	SIM Sentry Investment Management Stevens Point, Wisconsin	$190M	+$2.2M	12	12.56%	Increased
567	Ninety One North America New York	$189M	+$19.3M	6	16.64%	Increased
568	NA Newport Asia San Francisco, California	$189M	-$1.55M	1	48.28%	Reduced
569	Avalon Investment & Advisory Houston, Texas	$187M	-$26.8M	9	4.15%	Reduced
570	MCM McKinley Capital Management Anchorage, Alaska	$187M	-$7.5M	5	11.89%	Reduced
571	Balyasny Asset Management Chicago, Illinois	$186M	-$67.6M	13	1.19%	Reduced
572	Daiwa Securities Group Tokyo, Japan	$184M	-$3.38M	15	1.63%	Reduced
573	NA Neuburgh Advisers Los Angeles, California	$184M	+$6.23M	10	5.92%	Increased
574	Capital International Inc Los Angeles, California	$183M	+$88.4M	7	12.78%	Increased
575	Hillhouse Investment Management Grand Cayman, Cayman Islands	$182M	+$22M	2	5.82%	Increased