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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	Mondrian Investment Partners London, United Kingdom	$118M	-$31M	1	3.42%	Reduced
577	RWC Asset Management London, United Kingdom	$118M	-$23M	4	7.17%	Reduced
578	EverPoint Asset Management Stamford, Connecticut	$117M	-$193M	6	2.18%	Reduced
579	Black Creek Investment Management Toronto, Ontario, Canada	$117M	+$5.15M	1	9.03%	Increased
580	Highbridge Capital Management New York	$117M	+$11M	9	2.08%	Increased
581	Clifford Swan Investment Counsel Pasadena, California	$117M	-$2.46M	9	7.81%	Reduced
582	TBC Three Bays Capital Boston, Massachusetts	$117M	+$121M	2	5.36%	New
583	SD Sumway Development Shanghai, China	$116M	+$8.29M	2	52.7%	Increased
584	Chilton Investment Company Stamford, Connecticut	$116M	+$22.4M	4	4.71%	Increased
585	Empyrean Capital Partners Los Angeles, California	$116M	-$10.5M	1	4.35%	Reduced
586	R.H. Bluestein & Co Birmingham, Michigan	$116M	+$9.9M	5	7.54%	Increased
587	JC Joho Capital New York	$115M	+$6.4M	1	23.15%	Increased
588	Tran Capital Management San Rafael, California	$115M	-$58.2M	1	7.04%	Reduced
589	Onex Canada Asset Management Toronto, Ontario, Canada	$115M	+$38.2M	5	10.12%	Increased
590	PCM Palestra Capital Management New York	$115M	+$114M	2	6.47%	New
591	Sit Investment Associates Minneapolis, Minnesota	$114M	-$10.7M	6	2.99%	Reduced
592	CC Carbonado Capital New York	$114M	+$33.7M	2	22.19%	Increased
593	Congress Asset Management Boston, Massachusetts	$114M	-$12.5M	6	2.39%	Reduced
594	Zweig-DiMenna Associates New York	$114M	+$10.6M	7	8.18%	Increased
595	Driehaus Capital Management Chicago, Illinois	$114M	-$26.5M	5	4.03%	Reduced
596	Kentucky Retirement Systems Frankfort, Kentucky	$114M	-$18.1M	10	8.12%	Reduced
597	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$112M	$0	8	14.52%	Maintained
598	Bridgeway Capital Management Houston, Texas	$112M	+$3.65M	8	1.46%	Increased
599	TAM Tiverton Asset Management Wilimington, Delaware	$111M	+$11.2M	4	6.62%	Increased
600	Cambridge Trust Cambridge, Massachusetts	$111M	+$6.05M	7	7.82%	Increased