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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	Andra AP-fonden Goteborg, Sweden	$167M	-$12.1M	12	3.8%	Reduced
577	SIM Sentry Investment Management Stevens Point, Wisconsin	$167M	+$5.97M	9	9.11%	Increased
578	HLC Hunt Lane Capital New York	$167M	+$40.1M	3	20.71%	Increased
579	Birch Hill Investment Advisors Boston, Massachusetts	$167M	-$2.2M	6	13.78%	Reduced
580	DK Darrell & King Charlottesville, Virginia	$166M	+$30.2M	6	22.88%	Increased
581	UIA UG Investment Advisers Taipei, Taiwan	$166M	$0	1	87.72%	Maintained
582	TCG Tremblant Capital Group West Palm Beach, Florida	$165M	+$20.9M	2	7.99%	Increased
583	Wedge Capital Management Charlotte, North Carolina	$165M	+$13.4M	7	1.48%	Increased
584	Driehaus Capital Management Chicago, Illinois	$164M	-$19.5M	8	6.22%	Reduced
585	RIM Redpoint Investment Management Sydney, NSW, Australia	$164M	+$160M	12	9.05%	New
586	AA Ancient Art Austin, Texas	$164M	$0	1	31.74%	Maintained
587	TAM Tiverton Asset Management Wilimington, Delaware	$162M	+$7.46M	11	10.14%	Increased
588	CAM Contour Asset Management New York	$161M	+$48M	4	8.95%	Increased
589	Saturna Capital Bellingham, Washington	$161M	+$732K	6	4.93%	Increased
590	RAM RWC Asset Management London, United Kingdom	$160M	+$10.6M	4	8.2%	Increased
591	SCCM Schafer Cullen Capital Management New York	$159M	-$27.8M	2	1.85%	Reduced
592	Confluence Investment Management St. Louis, Missouri	$157M	-$3.12M	3	2.86%	Reduced
593	HP Hound Partners New York	$157M	+$1.05M	1	4.3%	Increased
594	NMC Nine Masts Capital Central, Hong Kong	$157M	-$17.9M	2	20.88%	Reduced
595	TSAM Trinity Street Asset Management London, United Kingdom	$157M	+$14.6M	3	20.52%	Increased
596	Daiwa Securities Group Tokyo, Japan	$157M	-$18.9M	13	1.11%	Reduced
597	ANI American National Insurance Galveston, Texas	$152M	$0	7	7.65%	Maintained
598	TI TT International London, United Kingdom	$151M	-$5.21M	4	21.89%	Reduced
599	Vaughan Nelson Investment Management Houston, Texas	$151M	+$3.43M	3	1.75%	Increased
600	LSCM Light Street Capital Management Palo Alto, California	$151M	+$29.2M	3	16.29%	Increased