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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	WMC Westwood Management Corporation Chicago, Illinois	$140M	+$1.36M	6	20.87%	Increased
602	HAM Honeycomb Asset Management New York	$139M	+$44.3M	4	15.44%	Increased
603	Winton Group London, United Kingdom	$138M	-$35M	9	4.39%	Reduced
604	GVI Green Valley Investors Wilmington, Delaware	$137M	-$11.8M	1	6.7%	Reduced
605	Nikko Asset Management Americas New York	$137M	+$52.9M	10	6.71%	Increased
606	TAM Tiverton Asset Management Wilimington, Delaware	$137M	+$12.5M	5	7.77%	Increased
607	ANI American National Insurance Galveston, Texas	$137M	-$6.49M	7	7.22%	Reduced
608	Shelton Capital Management Denver, Colorado	$136M	-$3.3M	13	9.18%	Reduced
609	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$136M	+$13.4M	7	3.21%	Increased
610	Meyer Handelman Company Rye Brook, New York	$136M	-$14.1M	7	6.2%	Reduced
611	BTP Bloom Tree Partners New York	$135M	+$27.8M	2	13.61%	Increased
612	ACR Alpine Capital Research St. Louis, Missouri	$135M	-$3.35M	1	7.31%	Reduced
613	Frontier Capital Management Boston, Massachusetts	$135M	+$10.8M	4	0.97%	Increased
614	Trinity Street Asset Management London, United Kingdom	$135M	-$22.9M	2	17.24%	Reduced
615	RA Rovida Advisors Fort Lauderdale, Florida	$133M	+$28.4M	2	14.1%	Increased
616	United States Steel & Carnegie Pension Fund New York	$132M	+$6.12M	2	6.06%	Increased
617	NSRI New Silk Road Investment Singapore	$132M	-$18.8M	1	68.73%	Reduced
618	Twin Capital Management Mcmurray, Pennsylvania	$131M	+$17.6M	10	6.9%	Increased
619	Castle Hook Partners New York	$131M	+$85.7M	2	4.26%	Increased
620	SC SRB Corp Boston, Massachusetts	$131M	-$29.4K	3	17.31%	Reduced
621	Vaughan Nelson Investment Management Houston, Texas	$131M	-$45.3M	3	1.55%	Reduced
622	Vantage Investment Partners Kansas City, Missouri	$131M	$0	2	10.19%	Maintained
623	BWCA Brenner West Capital Advisors New York	$130M	-$59.8M	2	15.58%	Reduced
624	ICP Indus Capital Partners New York	$130M	-$47.9M	1	13.14%	Reduced
625	LGT Capital Partners Pfaeffikon, Switzerland	$130M	+$6.04M	4	13.06%	Increased