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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	FCM Flinton Capital Management Philadelphia, Pennsylvania	$129M	+$1.69M	6	4.62%	Increased
627	AI ArchPoint Investors Coral Gables, Florida	$129M	+$1.55M	4	41.17%	Increased
628	Tremblant Capital Group West Palm Beach, Florida	$129M	+$8.02M	2	5.72%	Increased
629	BOK Financial Tulsa, Oklahoma	$129M	+$7.42M	12	3.74%	Increased
630	Thompson Siegel & Walmsley Richmond, Virginia	$128M	-$29.4M	11	1.54%	Reduced
631	RWC Asset Management London, United Kingdom	$128M	-$41.5M	3	7.13%	Reduced
632	WesBanco Bank Wheeling, West Virginia	$128M	+$2.98M	10	6.65%	Increased
633	Parallax Volatility Advisers San Francisco, California	$128M	-$133M	12	0.21%	Reduced
634	Clifford Swan Investment Counsel Pasadena, California	$128M	-$3.12M	10	7.72%	Reduced
635	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$127M	+$6.01M	12	1.24%	Increased
636	Douglass Winthrop Advisors New York	$127M	-$1.51M	6	7.39%	Reduced
637	HBK Investments Dallas, Texas	$127M	+$92.3M	6	0.8%	Increased
638	Bridgeway Capital Management Houston, Texas	$125M	-$8.11M	8	1.43%	Reduced
639	Darrell & King Charlottesville, Virginia	$125M	-$2.02M	4	17.91%	Reduced
640	Ascend Capital Orinda, California	$125M	+$9.42M	4	4.71%	Increased
641	Ninety One North America New York	$124M	+$19M	6	20.94%	Increased
642	CEP Chicago Equity Partners Chicago, Illinois	$123M	-$70.5M	8	3.9%	Reduced
643	Stockbridge Partners Boston, Massachusetts	$123M	+$12.5M	1	6.2%	Increased
644	Washington Trust Westerly, Rhode Island	$123M	-$4.26M	8	7.31%	Reduced
645	UMB Bank Kansas City, Missouri	$122M	+$850K	7	4.2%	Increased
646	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$121M	-$102M	10	1.61%	Reduced
647	Conning Inc Hartford, Connecticut	$121M	+$3.7M	11	4.13%	Increased
648	SCM Suffolk Capital Management New York	$121M	+$2.37M	7	15.95%	Increased
649	Graticule Asia Macro Advisors New York	$120M	-$33.9M	3	5.52%	Reduced
650	Impax Asset Management Portsmouth, New Hampshire	$120M	-$6.78M	5	6.86%	Reduced