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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
576	Capital International Sarl Los Angeles, California	$119M	+$31.4M	8	10.09%	Increased
577	VM Valinor Management New York	$118M	-$40.1M	1	3.25%	Reduced
578	AAM AO Asset Management New York	$118M	-$3.57M	3	25.63%	Reduced
579	Cannell & Co New York	$118M	+$51.8M	7	3.82%	Increased
580	D.A. Davidson & Co Great Falls, Montana	$118M	-$4.47M	14	3.83%	Reduced
581	Edmond de Rothschild Asset Management (France) Paris, France	$117M	+$19.3M	7	4.13%	Increased
582	Foresters Investment Management New York	$117M	-$6.17M	4	2.37%	Reduced
583	GLG LLC New York	$116M	-$170M	7	6.93%	Reduced
584	SAM Scopus Asset Management New York	$116M	+$7.88M	2	3.37%	Increased
585	Avalon Investment & Advisory Houston, Texas	$115M	+$2.1M	4	4.98%	Increased
586	TCM Tekne Capital Management New York	$115M	-$5.78M	3	18.16%	Reduced
587	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$115M	-$39.7M	11	1.48%	Reduced
588	Soroban Capital Partners New York	$115M	+$111M	1	0.83%	New
589	MCM McKinley Capital Management Anchorage, Alaska	$115M	+$100M	5	5.32%	Increased
590	OI Oakbrook Investments Lisle, Illinois	$115M	-$21.1M	9	7.32%	Reduced
591	Select Equity Group New York	$114M	+$7.47M	4	1.09%	Increased
592	TDAM USA Toronto, Ontario, Canada	$114M	-$397K	7	5.53%	Reduced
593	People's United Financial Bridgeport, Connecticut	$114M	+$898K	10	6.04%	Increased
594	Ferguson Wellman Capital Management Portland, Oregon	$114M	+$11.4M	7	4.68%	Increased
595	CIBC World Market Toronto, Ontario, Canada	$114M	+$54.2M	9	0.58%	Increased
596	Cullen/Frost Bankers San Antonio, Texas	$113M	+$33.7K	7	4.26%	Increased
597	GTP Global Thematic Partners New York	$113M	-$116M	1	2.26%	Reduced
598	PineBridge Investments New York	$112M	-$23.3M	9	4.82%	Reduced
599	Cannell & Spears New York	$111M	-$591K	5	12.71%	Reduced
600	SIM Sentry Investment Management Stevens Point, Wisconsin	$111M	-$351K	9	5.13%	Reduced