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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
601	Conning Inc Hartford, Connecticut	$83.4M	-$3.41M	7	3.42%	Reduced
602	ICP Indus Capital Partners New York	$83M	+$20.6M	1	8.78%	Increased
603	BAM Barrett Asset Management New York	$83M	+$644K	6	6.82%	Increased
604	SCGE Management Menlo Park, California	$82.8M	+$8.13M	2	11.01%	Increased
605	PC PM Capital Sydney, Australia	$82.8M	+$12.8M	2	16.18%	Increased
606	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$82.5M	+$557K	8	3.94%	Increased
607	DC Deere & Company Moline, Illinois	$82.1M	-$3.8M	9	4.39%	Reduced
608	Jericho Capital Asset Management New York	$82M	$0	1	5.12%	Maintained
609	TIAA CREF Trust St Louis, Missouri	$81.8M	-$1.42M	4	0.91%	Reduced
610	Dorsal Capital Management Redwood City, California	$81.7M	+$51.3M	1	8.15%	Increased
611	LMCG Investments Boston, Massachusetts	$81.6M	-$2.15M	6	1.76%	Reduced
612	Altrinsic Global Advisors Stamford, Connecticut	$81.2M	-$3.12M	3	1.66%	Reduced
613	Onex Canada Asset Management Toronto, Ontario, Canada	$81.1M	-$4.5M	1	4.21%	Reduced
614	CEP Chicago Equity Partners Chicago, Illinois	$80.5M	-$14.5M	4	2.19%	Reduced
615	CPIM Columbia Partners Investment Management Alexandria, Virginia	$80.3M	-$13.1M	7	4.96%	Reduced
616	Zweig-DiMenna Associates New York	$79.9M	-$28.2M	5	4.41%	Reduced
617	Laurion Capital Management New York	$79.7M	+$32.4M	3	0.73%	Increased
618	Barings Charlotte, North Carolina	$78.2M	+$3.49M	8	2.36%	Increased
619	Meag Munich Ergo Munich, Germany	$78.2M	-$18.7M	5	4.02%	Reduced
620	MVP Miller Value Partners Sarasota, Florida	$77.7M	-$171K	2	2.69%	Reduced
621	Parametric Risk Advisors Westport, Connecticut	$77.7M	+$3.06M	4	5.15%	Increased
622	SKBA Capital Management San Francisco, California	$76.7M	+$10.1M	3	6%	Increased
623	Graticule Asia Macro Advisors New York	$76.5M	+$74.9M	4	3.69%	New
624	DCM Destrier Capital Management New York	$76.4M	-$12M	3	18.36%	Reduced
625	Kentucky Retirement Systems Frankfort, Kentucky	$76.4M	-$231K	8	6.21%	Reduced