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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	Select Equity Group New York	$104M	-$57.1M	2	0.92%	Reduced
602	UBS O'Connor Chicago, Illinois	$104M	-$61.2M	7	2.25%	Reduced
603	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$104M	-$66K	13	1.48%	Reduced
604	Hikari Power Tokyo, Japan	$103M	-$5.73M	3	11.83%	Reduced
605	IIM Ivory Investment Management New York	$102M	-$17.6M	3	2.83%	Reduced
606	Cannell & Spears New York	$102M	-$756K	5	12.95%	Reduced
607	RWC Asset Management London, United Kingdom	$102M	-$13.6M	3	6.48%	Reduced
608	Capital International Inc Los Angeles, California	$102M	-$3.55M	8	12.25%	Reduced
609	OI Oakbrook Investments Lisle, Illinois	$101M	+$2.43M	9	5.57%	Increased
610	E. Ohman J:or Asset Management Stockholm, Sweden	$100M	+$11.1M	11	16.63%	Increased
611	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$100M	+$32.3M	8	13.5%	Increased
612	EverPoint Asset Management Stamford, Connecticut	$100M	+$2.59M	4	1.97%	Increased
613	Picton Mahoney Asset Management Toronto, Ontario, Canada	$99.3M	+$7.49M	7	6.11%	Increased
614	GTP Global Thematic Partners New York	$99.2M	-$46.8M	2	2.46%	Reduced
615	Confluence Investment Management St. Louis, Missouri	$97M	+$8.95M	3	2.67%	Increased
616	Numeric Investors Boston, Massachusetts	$96.8M	-$150M	6	0.86%	Reduced
617	Clough Capital Partners Boston, Massachusetts	$96.7M	+$5M	5	5.17%	Increased
618	Impax Asset Management Portsmouth, New Hampshire	$96.6M	-$33.1M	6	5.6%	Reduced
619	Nan Shan Life Insurance Taipei City, Taiwan	$96.2M	-$35.4M	6	3.72%	Reduced
620	NM Nokota Management New York	$95.9M	-$19M	3	3.6%	Reduced
621	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$95.8M	+$69M	6	1.02%	Increased
622	Iconiq Capital San Francisco, California	$95M	-$80.9M	2	20.11%	Reduced
623	Renaissance Group Covington, Kentucky	$94.3M	-$3.21M	6	3.96%	Reduced
624	Baring Asset Management London, United Kingdom	$94.2M	-$3.8M	3	7.66%	Reduced
625	WMC Westwood Management Corporation Chicago, Illinois	$93.9M	+$15.4M	4	17.85%	Increased