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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	Achmea Investment Management Zeist, Netherlands	$140M	-$38.9M	10	8.39%	Reduced
602	Altimeter Capital Management Boston, Massachusetts	$139M	+$3.1M	5	5.81%	Increased
603	OP Oldfield Partners London, United Kingdom	$138M	-$7.41M	3	11.95%	Reduced
604	ANI American National Insurance Galveston, Texas	$137M	-$164K	9	7.47%	Reduced
605	Valiant Capital Management San Francisco, California	$136M	-$17.8M	2	7.41%	Reduced
606	Iconiq Capital San Francisco, California	$136M	-$3.52M	3	13.39%	Reduced
607	Trinity Street Asset Management London, United Kingdom	$135M	-$1.34M	2	20.76%	Reduced
608	Shelton Capital Management Denver, Colorado	$134M	+$7.25M	11	9.47%	Increased
609	Bridgeway Capital Management Houston, Texas	$133M	+$2.45M	9	1.6%	Increased
610	Advisor Group Phoenix, Arizona	$132M	+$11.4M	22	2.32%	Increased
611	WMC Westwood Management Corporation Chicago, Illinois	$131M	+$1.6M	5	20.56%	Increased
612	Capital International Inc Los Angeles, California	$131M	-$14.7M	8	18.77%	Reduced
613	Confluence Investment Management St. Louis, Missouri	$131M	+$3.01M	3	2.66%	Increased
614	Liberty Mutual Group Asset Management Boston, Massachusetts	$131M	+$16.2M	12	5.3%	Increased
615	SG Americas Securities New York	$131M	-$306M	15	1.18%	Reduced
616	Cambiar Investors Denver, Colorado	$130M	-$14.6M	2	2.05%	Reduced
617	Barings Charlotte, North Carolina	$130M	+$3.37M	12	3.77%	Increased
618	ACR Alpine Capital Research St. Louis, Missouri	$128M	-$8.09M	1	11.03%	Reduced
619	KCM Kingstown Capital Management New York	$128M	+$37.3M	2	12.72%	Increased
620	Clifford Swan Investment Counsel Pasadena, California	$126M	+$764K	10	7.88%	Increased
621	Cadian Capital Management New York	$126M	+$9.18M	4	6.14%	Increased
622	Walleye Trading New York	$126M	+$64.9M	12	0.77%	Increased
623	Vantage Investment Partners Kansas City, Missouri	$125M	+$96.8M	2	11.39%	Increased
624	Tairen Capital Hong Kong	$124M	+$66.3M	1	28.17%	Increased
625	Congress Asset Management Boston, Massachusetts	$124M	-$45.1M	6	2.22%	Reduced