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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	MC Maplelane Capital New York	$111M	-$110M	7	4.63%	Reduced
602	Disciplined Growth Investors Minneapolis, Minnesota	$111M	-$638K	1	2.53%	Reduced
603	TDAM USA Toronto, Ontario, Canada	$110M	-$9.7M	8	5.75%	Reduced
604	Ashfield Capital Partners San Francisco, California	$110M	-$24.1M	9	10.72%	Reduced
605	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$109M	+$350K	12	2.03%	Increased
606	SC SRB Corp Boston, Massachusetts	$109M	+$169K	2	15.16%	Increased
607	Confluence Investment Management St. Louis, Missouri	$109M	-$8.21M	3	2.65%	Reduced
608	WMC Westwood Management Corporation Chicago, Illinois	$109M	-$22.6M	5	20.95%	Reduced
609	TCM Tekne Capital Management New York	$109M	$0	3	26.59%	Maintained
610	NF Trinity Capital Central, Hong Kong	$108M	-$83.9M	2	15.19%	Reduced
611	Mairs & Power Inc St Paul, Minnesota	$108M	+$18.2M	6	1.38%	Increased
612	OAM Origin Asset Management London, United Kingdom	$108M	+$6.99M	4	7.09%	Increased
613	Douglass Winthrop Advisors New York	$107M	+$1.73M	6	7.24%	Increased
614	Beutel, Goodman & Co Toronto, Ontario, Canada	$107M	+$6.02M	1	0.96%	Increased
615	Parallax Volatility Advisers San Francisco, California	$107M	+$10M	7	0.21%	Increased
616	UBS O'Connor Chicago, Illinois	$107M	-$6.9M	4	2.06%	Reduced
617	Altimeter Capital Management Boston, Massachusetts	$106M	+$66.3M	3	5.46%	Increased
618	Capital International Inc Los Angeles, California	$106M	-$12.7M	8	13.2%	Reduced
619	Meritage Group San Francisco, California	$106M	+$107M	2	2.85%	New
620	SCGE Management Menlo Park, California	$106M	-$19M	3	35.28%	Reduced
621	Conning Inc Hartford, Connecticut	$105M	+$4.73M	10	4.19%	Increased
622	CPIM Columbia Partners Investment Management Alexandria, Virginia	$105M	-$5.65M	9	9.33%	Reduced
623	Braun Stacey Associates New York	$104M	+$2.14M	7	6.85%	Increased
624	SH SeaTown Holdings Singapore	$104M	+$103M	4	23.97%	Increased
625	KCM Kingstown Capital Management New York	$104M	-$5.75M	1	10.21%	Reduced