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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	TCTC Holdings Dallas, Texas	$115M	-$678K	6	8.46%	Reduced
602	TDAM USA Toronto, Ontario, Canada	$115M	-$1.54M	8	5.7%	Reduced
603	Highbridge Capital Management New York	$115M	+$78.5M	5	1.82%	Increased
604	Select Equity Group New York	$115M	-$17M	2	0.99%	Reduced
605	Cadian Capital Management New York	$115M	+$24.3M	5	6.05%	Increased
606	Black Creek Investment Management Toronto, Ontario, Canada	$115M	-$1.6M	1	9.31%	Reduced
607	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$115M	$0	8	14.72%	Maintained
608	People's United Financial Bridgeport, Connecticut	$114M	-$316K	11	6.02%	Reduced
609	Coronation Fund Managers Cape Town, South Africa	$114M	-$6.45M	2	4.19%	Reduced
610	PFM Health Sciences San Francisco, California	$113M	-$47.4M	3	3.3%	Reduced
611	CPIM Columbia Partners Investment Management Alexandria, Virginia	$113M	+$10.7M	9	8.83%	Increased
612	Markel Group Glen Allen, Virginia	$113M	+$24.7M	5	2.91%	Increased
613	Impax Asset Management Portsmouth, New Hampshire	$113M	+$2.75M	5	6.44%	Increased
614	Iconiq Capital San Francisco, California	$112M	-$4.23M	2	22.9%	Reduced
615	OAM Origin Asset Management London, United Kingdom	$111M	+$25.5M	3	7.08%	Increased
616	Confluence Investment Management St. Louis, Missouri	$111M	+$2.02M	3	2.91%	Increased
617	R.H. Bluestein & Co Birmingham, Michigan	$111M	+$7.14M	5	7.32%	Increased
618	TCM Tekne Capital Management New York	$111M	+$4.77M	3	17.45%	Increased
619	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$111M	-$34M	12	2.2%	Reduced
620	Picton Mahoney Asset Management Toronto, Ontario, Canada	$111M	-$1.67M	7	7.43%	Reduced
621	PineBridge Investments New York	$111M	+$9.6M	11	4.92%	Increased
622	Nan Shan Life Insurance Taipei City, Taiwan	$110M	+$5.88M	3	3.2%	Increased
623	Samlyn Capital New York	$110M	-$30.9M	3	2.61%	Reduced
624	Barings Charlotte, North Carolina	$110M	+$6.09M	10	2.84%	Increased
625	SD Sumway Development Shanghai, China	$109M	+$71.3M	2	44.22%	Increased