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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	Tower Research Capital (TRC) New York	$329M	-$10.3M	35	8.39%	Reduced
602	Mondrian Investment Partners London, United Kingdom	$325M	+$4.4M	3	6.56%	Increased
603	TC TownSquare Capital Provo, Utah	$324M	+$76.5M	11	9.33%	Increased
604	Glenview Capital Management New York	$323M	-$178M	2	5.85%	Reduced
605	Nippon Life Global Investors Americas New York	$321M	-$14.1M	3	16.74%	Reduced
606	Confluence Investment Management St. Louis, Missouri	$319M	-$16.5M	7	4.48%	Reduced
607	JCM JS Capital Management New York	$319M	-$267M	5	18.48%	Reduced
608	Braun Stacey Associates New York	$319M	-$4.16M	5	12.77%	Reduced
609	Atreides Management Boston, Massachusetts	$319M	+$20.9M	3	7.53%	Increased
610	Fiduciary Management Inc Milwaukee, Wisconsin	$318M	+$3.2M	1	2.37%	Increased
611	Kentucky Retirement Systems Frankfort, Kentucky	$316M	-$750K	10	14.87%	Reduced
612	ACGDR Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil	$314M	+$106M	5	39.07%	Increased
613	HMP HS Management Partners New York	$311M	-$147M	2	8.86%	Reduced
614	Clifford Swan Investment Counsel Pasadena, California	$311M	-$4.89M	12	11.41%	Reduced
615	Cresset Asset Management Chicago, Illinois	$311M	+$18.7M	17	4.18%	Increased
616	Penserra Capital Management Orinda, California	$310M	-$6.69M	21	6.42%	Reduced
617	HAM Honeycomb Asset Management New York	$305M	+$82.2M	4	18.71%	Increased
618	VIP Vantage Investment Partners Kansas City, Missouri	$302M	+$35.9M	3	15.74%	Increased
619	CLCM Center Lake Capital Management West Palm Beach, Florida	$300M	+$17M	6	48.83%	Increased
620	Cincinnati Financial Corp Fairfield, Ohio	$299M	$0	2	7.35%	Maintained
621	MC Metropolis Capital Amersham, United Kingdom	$299M	-$22.4M	2	17.58%	Reduced
622	OC Oakmont Corp Los Angeles, California	$299M	$0	4	23.15%	Maintained
623	Lido Advisors Los Angeles, California	$297M	+$57.9M	12	4.15%	Increased
624	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$296M	+$314M	5	34.15%	New
625	Capstone Investment Advisors New York	$295M	+$162M	11	0.59%	Increased