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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
626	CG Cutler Group San Francisco, California	$104M	+$75.2M	15	3.74%	Increased
627	Westchester Capital Management (New York) Valhalla, New York	$104M	+$71.7M	1	2.62%	Increased
628	Shelton Capital Management Denver, Colorado	$103M	+$463K	9	7.86%	Increased
629	Clough Capital Partners Boston, Massachusetts	$103M	-$58.2M	5	6.82%	Reduced
630	Coronation Fund Managers Cape Town, South Africa	$102M	-$5.33M	2	3.75%	Reduced
631	FCM Flinton Capital Management Philadelphia, Pennsylvania	$102M	+$101M	4	4.49%	New
632	Brighton Jones LLC Seattle, Washington	$101M	-$44.8M	4	38.26%	Reduced
633	NA Newport Asia San Francisco, California	$101M	+$16.3M	1	22.35%	Increased
634	GTP Global Thematic Partners New York	$100M	+$9.9M	2	3.37%	Increased
635	Becker Capital Management Portland, Oregon	$100M	-$3.65M	6	3.71%	Reduced
636	Summitry LLC Foster City, California	$100M	-$166K	4	9.73%	Reduced
637	3CP 3G Capital Partners New York	$100M	+$6.42M	1	13.74%	Increased
638	IronBridge Capital Management Oakbrook Terrace, Illinois	$99.3M	-$111K	4	4.45%	Reduced
639	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$99.1M	+$2.8M	11	1.21%	Increased
640	Cannell & Spears New York	$99.1M	-$5.42M	5	12.73%	Reduced
641	Equity Investment Corp Atlanta, Georgia	$98.8M	+$95.6M	1	3.18%	New
642	Nippon Life Global Investors Americas New York	$98.7M	+$504K	5	9.1%	Increased
643	AG Aravt Global New York	$98.7M	+$31.1M	1	7.08%	Increased
644	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$98.4M	-$1.15M	10	5.08%	Reduced
645	Trinity Street Asset Management London, United Kingdom	$98.1M	+$6.28M	2	15.25%	Increased
646	BOK Financial Tulsa, Oklahoma	$98M	+$2.14M	9	3.22%	Increased
647	WesBanco Bank Wheeling, West Virginia	$97.8M	+$3.5M	7	5.58%	Increased
648	Maj Invest Holding A/S Copenhagen K, Denmark	$97.6M	+$24.5M	4	7.09%	Increased
649	CS McKee Pittsburgh, Pennsylvania	$97.6M	-$20.9M	4	7.44%	Reduced
650	Logan Capital Management Newtown Square, Pennsylvania	$97.6M	+$528K	6	7.84%	Increased