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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	SC SRB Corp Boston, Massachusetts	$150M	-$199K	2	19.31%	Reduced
602	Clifford Swan Investment Counsel Pasadena, California	$150M	+$10.9M	10	8.18%	Increased
603	Castle Hook Partners New York	$150M	+$1.13M	6	7.43%	Increased
604	Altimeter Capital Management Boston, Massachusetts	$149M	-$17.3M	6	7.86%	Reduced
605	AAM Ardevora Asset Management London, United Kingdom	$149M	-$2.52M	5	4.47%	Reduced
606	LGT Capital Partners Pfaeffikon, Switzerland	$148M	+$246K	4	13.84%	Increased
607	Varma Mutual Pension Insurance Co Helsinki, Finland	$148M	+$142M	4	2.23%	New
608	Assenagon Asset Management Senningerberg, Luxembourg	$148M	-$601M	6	1.52%	Reduced
609	TCM Tekne Capital Management New York	$147M	-$2.48M	3	29.72%	Reduced
610	Klingenstein Fields & Co New York	$147M	+$14.8M	6	5.41%	Increased
611	Beutel, Goodman & Co Toronto, Ontario, Canada	$147M	+$7.14M	2	1%	Increased
612	Shelton Capital Management Denver, Colorado	$147M	-$5.89M	12	9.41%	Reduced
613	CEP Chicago Equity Partners Chicago, Illinois	$146M	+$5.66M	9	4.46%	Increased
614	Twin Capital Management Mcmurray, Pennsylvania	$146M	-$1.33M	9	7.17%	Reduced
615	Personal Capital Advisors Redwood City, California	$146M	+$9.2M	8	2.49%	Increased
616	RA Rovida Advisors Fort Lauderdale, Florida	$146M	$0	2	15.26%	Maintained
617	Cramer Rosenthal McGlynn Stamford, Connecticut	$145M	+$92.7M	3	2.34%	Increased
618	Sit Investment Associates Minneapolis, Minnesota	$145M	-$11.9M	8	3.46%	Reduced
619	OP Oldfield Partners London, United Kingdom	$144M	+$27.1M	3	10.95%	Increased
620	Winton Group London, United Kingdom	$143M	-$7.04M	12	4.14%	Reduced
621	MAI Marble Arch Investments New York	$143M	+$30.3M	2	11%	Increased
622	Stockbridge Partners Boston, Massachusetts	$142M	-$7.05M	1	6.68%	Reduced
623	Capital International Inc Los Angeles, California	$142M	-$6.61M	7	21.11%	Reduced
624	BTP Bloom Tree Partners New York	$141M	-$9.7M	2	12.85%	Reduced
625	Columbus Hill Capital Management Short Hills, New Jersey	$141M	-$35.8M	3	9.03%	Reduced