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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	Fullerton Fund Management Singapore	$153M	+$47.4M	1	64.34%	Increased
577	Achmea Investment Management Zeist, Netherlands	$153M	+$7.36M	10	8.65%	Increased
578	Menora Mivtachim Holdings Ramat Gan, Israel	$152M	-$93K	5	6.18%	Reduced
579	AA Ancient Art Austin, Texas	$150M	$0	1	28.1%	Maintained
580	DF Dent & Co Baltimore, Maryland	$150M	-$4.54M	5	3.89%	Reduced
581	Capital International Sarl Los Angeles, California	$149M	-$24.1M	7	12.39%	Reduced
582	Advisor Group Phoenix, Arizona	$149M	+$11.1M	22	2.34%	Increased
583	Birch Hill Investment Advisors Boston, Massachusetts	$149M	-$4.26M	6	12.93%	Reduced
584	Saturna Capital Bellingham, Washington	$148M	+$784K	5	4.8%	Increased
585	BRC Blue Ridge Capital New York	$146M	-$150M	3	2.62%	Reduced
586	Capital International Inc Los Angeles, California	$146M	-$10.3M	8	21.33%	Reduced
587	MUFG Americas New York	$146M	-$17.1M	11	4.61%	Reduced
588	Ursa Fund Management Danville, California	$145M	+$148M	1	10.08%	New
589	Beutel, Goodman & Co Toronto, Ontario, Canada	$145M	-$18.9M	1	1.1%	Reduced
590	Avalon Investment & Advisory Houston, Texas	$144M	-$44.4M	8	4.57%	Reduced
591	Wedge Capital Management Charlotte, North Carolina	$144M	+$20.6M	7	1.34%	Increased
592	SIM Sentry Investment Management Stevens Point, Wisconsin	$143M	-$2.18M	9	5.38%	Reduced
593	Walleye Trading New York	$143M	+$7.11M	16	0.71%	Increased
594	HP Hound Partners New York	$143M	+$45.1M	1	3.39%	Increased
595	Sit Investment Associates Minneapolis, Minnesota	$143M	-$11.8M	9	3.54%	Reduced
596	Zweig-DiMenna Associates New York	$141M	-$38.4M	7	12.61%	Reduced
597	Confluence Investment Management St. Louis, Missouri	$141M	+$327K	3	2.7%	Increased
598	AAM Ardevora Asset Management London, United Kingdom	$141M	-$35.3M	5	4.21%	Reduced
599	HCM Hitchwood Capital Management New York	$140M	-$5.42M	2	5.99%	Reduced
600	TCM Tekne Capital Management New York	$140M	+$7.41M	3	28.34%	Increased