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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	Ascend Capital Orinda, California	$111M	-$81.1M	2	3.9%	Reduced
602	SH SeaTown Holdings Singapore	$111M	-$58.1M	1	26.76%	Reduced
603	Ladenburg Thalmann Financial Services Miami, Florida	$110M	+$7.03M	17	2.03%	Increased
604	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$110M	+$5.67M	12	2.31%	Increased
605	Clifford Swan Investment Counsel Pasadena, California	$110M	+$10.1M	8	7.51%	Increased
606	Kentucky Retirement Systems Frankfort, Kentucky	$110M	+$12.3M	10	8.07%	Increased
607	Andra AP-fonden Goteborg, Sweden	$110M	+$25.7M	11	3.13%	Increased
608	ANI American National Insurance Galveston, Texas	$109M	$0	8	6.49%	Maintained
609	Torray Investment Partners Bethesda, Maryland	$108M	+$10.8M	5	8.05%	Increased
610	SM Seminole Management New York	$108M	+$102M	3	7.37%	New
611	PCM Prime Capital Management Hong Kong	$108M	-$50.4M	2	23.85%	Reduced
612	Cullen Capital Management New York	$108M	-$18.1M	3	3.63%	Reduced
613	SCM Suffolk Capital Management New York	$107M	+$11.5M	7	13.6%	Increased
614	HBK Investments Dallas, Texas	$107M	+$9.7M	7	0.98%	Increased
615	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$107M	+$103M	6	3.04%	New
616	Coronation Asset Management Cape Town, South Africa	$107M	+$6.86M	3	5%	Increased
617	CPIM Columbia Partners Investment Management Alexandria, Virginia	$106M	+$7.9M	8	7.35%	Increased
618	Whittier Trust South Pasadena, California	$106M	-$89.6K	13	4.8%	Reduced
619	TCTC Holdings Dallas, Texas	$105M	-$908K	6	6.31%	Reduced
620	JFB Holdings Corp Atlanta, Georgia	$105M	-$47.1M	1	3.13%	Reduced
621	Renaissance Group Covington, Kentucky	$105M	-$4.92M	6	4.11%	Reduced
622	TIAA CREF Trust St Louis, Missouri	$105M	+$3.31M	6	1.07%	Increased
623	PCM Palestra Capital Management New York	$105M	-$27.5M	3	12.13%	Reduced
624	Calvert Investment Management Bethesda, Maryland	$105M	+$43.9M	9	4.77%	Increased
625	Westwood Holdings Group Dallas, Texas	$102M	-$18M	7	0.89%	Reduced