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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	HS Huntington Steele Oaks, Pennsylvania	$158M	-$593K	3	40.89%	Reduced
602	Madison Investment Holdings Madison, Wisconsin	$158M	-$15.1M	4	2.81%	Reduced
603	Ascend Capital Orinda, California	$158M	+$51.1M	7	6.42%	Increased
604	NM Nokota Management New York	$157M	-$16.1M	2	2.16%	Reduced
605	Shelton Capital Management Denver, Colorado	$157M	+$512K	10	10.29%	Increased
606	Coronation Fund Managers Cape Town, South Africa	$156M	-$90.6M	4	6.22%	Reduced
607	Clifford Swan Investment Counsel Pasadena, California	$156M	-$3.47M	10	8.81%	Reduced
608	Samlyn Capital New York	$156M	+$81.1M	4	3.42%	Increased
609	Pacer Advisors Malvern, Pennsylvania	$156M	+$35.4M	12	8.61%	Increased
610	OAM Origin Asset Management London, United Kingdom	$156M	-$27.4M	4	9.78%	Reduced
611	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$155M	-$33.8M	7	2.31%	Reduced
612	Winton Group London, United Kingdom	$155M	+$6.15M	11	4.37%	Increased
613	Carillon Tower Advisers St. Petersburg, Florida	$155M	+$100M	2	1.2%	Increased
614	Klingenstein Fields & Co New York	$154M	+$869K	6	5.9%	Increased
615	Krane Funds Advisors New York	$154M	+$149M	2	11.17%	New
616	OP Oldfield Partners London, United Kingdom	$153M	-$21.5M	3	13.27%	Reduced
617	ICP Indus Capital Partners New York	$153M	+$32M	1	17.32%	Increased
618	Sit Investment Associates Minneapolis, Minnesota	$153M	+$1.03M	7	3.77%	Increased
619	LGT Capital Partners Pfaeffikon, Switzerland	$152M	-$119K	4	13.02%	Reduced
620	CEP Chicago Equity Partners Chicago, Illinois	$152M	-$5.29M	10	4.86%	Reduced
621	AAM Ardevora Asset Management London, United Kingdom	$151M	-$41.2K	5	4.51%	Reduced
622	PFU Parus Finance (UK) London, United Kingdom	$151M	-$33.5M	4	28.52%	Reduced
623	Saturna Capital Bellingham, Washington	$150M	-$13.5M	6	4.78%	Reduced
624	Dragoneer Investment Group San Francisco, California	$150M	+$20.1M	2	21.22%	Increased
625	Twin Capital Management Mcmurray, Pennsylvania	$149M	-$7.21M	9	7.7%	Reduced