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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	GLG LLC New York	$106M	-$7.98M	8	6.6%	Reduced
602	Beutel, Goodman & Co Toronto, Ontario, Canada	$105M	+$123M	1	1.17%	New
603	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$104M	+$14M	14	1.69%	Increased
604	VanEck Associates New York	$104M	-$35.1M	8	0.7%	Reduced
605	AAM Ardevora Asset Management London, United Kingdom	$104M	+$21.5M	5	5.09%	Increased
606	JFB Holdings Corp Atlanta, Georgia	$104M	-$539K	1	3.09%	Reduced
607	Analytic Investors Los Angeles, California	$104M	+$50.3M	8	1.26%	Increased
608	EP Edinburgh Partners Edinburgh, United Kingdom	$104M	-$70.3M	4	11.69%	Reduced
609	CIBC World Market Toronto, Ontario, Canada	$104M	-$8.65M	9	0.48%	Reduced
610	Janney Montgomery Scott Philadelphia, Pennsylvania	$103M	-$62.3M	8	2.7%	Reduced
611	TCP Tourbillon Capital Partners New York	$103M	-$90.3M	1	2.21%	Reduced
612	Sirios Capital Management Boston, Massachusetts	$103M	+$36.7M	2	3.86%	Increased
613	Renaissance Group Covington, Kentucky	$103M	-$4.66M	6	4.13%	Reduced
614	TAM Telemark Asset Management Boston, Massachusetts	$102M	+$14.7M	3	25.34%	Increased
615	TGCM Tukman Grossman Capital Management Larkspur, California	$102M	-$254K	1	5.87%	Reduced
616	WestEnd Advisors Charlotte, North Carolina	$102M	+$98M	1	4.92%	New
617	PCM Prime Capital Management Hong Kong	$101M	-$2.12M	2	47.89%	Reduced
618	Liberty Mutual Group Asset Management Boston, Massachusetts	$101M	+$9.7M	10	4.18%	Increased
619	Rathbones Group Liverpool, United Kingdom	$101M	+$3.33M	7	6.11%	Increased
620	OI Oakbrook Investments Lisle, Illinois	$100M	-$11.2M	9	6.47%	Reduced
621	SCM Suffolk Capital Management New York	$100M	-$6.8M	8	13.29%	Reduced
622	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$100M	-$5.08M	7	3.06%	Reduced
623	CC Carlson Capital Dallas, Texas	$100M	-$84.4M	5	1.2%	Reduced
624	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	$99.1M	-$34.5M	1	16.8%	Reduced
625	Baring Asset Management London, United Kingdom	$98.6M	+$72.9M	3	8.22%	Increased