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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 Fund Management (CFM) Paris, France	$186M	+$71.3M	8	0.97%	Increased
577	Trilogy Global Advisors Winter Park, Florida	$185M	-$7.56M	2	18.29%	Reduced
578	RA Rovida Advisors Fort Lauderdale, Florida	$184M	-$31.2M	2	15.15%	Reduced
579	Vaughan Nelson Investment Management Houston, Texas	$182M	+$6.88M	3	2.17%	Increased
580	PCM Prime Capital Management Hong Kong	$181M	+$3.76M	1	29.99%	Increased
581	World Asset Management Detroit, Michigan	$181M	-$873K	13	8.77%	Reduced
582	Harvard Management Company Boston, Massachusetts	$180M	-$2.93M	2	42.69%	Reduced
583	Shelton Capital Management Denver, Colorado	$179M	+$7.68M	12	11.13%	Increased
584	MVP Miller Value Partners Sarasota, Florida	$179M	-$15M	4	6.67%	Reduced
585	Frontier Capital Management Boston, Massachusetts	$178M	-$7.89M	6	1.26%	Reduced
586	Samlyn Capital New York	$178M	+$11.9M	3	4.16%	Increased
587	Veritas Investment Management London, United Kingdom	$177M	-$800K	5	22.04%	Reduced
588	CIP Champlain Investment Partners Burlington, Vermont	$177M	+$58M	3	1.72%	Increased
589	Squarepoint New York	$177M	+$107M	16	2.34%	Increased
590	WM WS Management Jacksonville, Florida	$177M	+$137M	2	4.98%	Increased
591	SH SeaTown Holdings Singapore	$175M	-$58.1M	4	19.94%	Reduced
592	Inverness Counsel New York	$174M	+$17.5M	5	9.91%	Increased
593	CEP Chicago Equity Partners Chicago, Illinois	$174M	+$4.92M	10	5.34%	Increased
594	SC SRB Corp Boston, Massachusetts	$174M	+$1.06M	3	19.08%	Increased
595	Parallax Volatility Advisers San Francisco, California	$174M	-$269M	16	0.25%	Reduced
596	MUFG Americas New York	$174M	-$4.31M	11	5.36%	Reduced
597	Första AP-fonden Stockholm, Sweden	$173M	-$26.5M	3	6.53%	Reduced
598	HI Honeywell International Charlotte, North Carolina	$173M	-$13.5M	3	10.43%	Reduced
599	TT International London, United Kingdom	$173M	-$31.5M	4	27.97%	Reduced
600	Renaissance Group Covington, Kentucky	$171M	-$11.5M	6	6.06%	Reduced