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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	FCI Financial Counselors Inc Overland Park, Kansas	$155M	+$2.91M	9	6.28%	Increased
627	Cambridge Trust Cambridge, Massachusetts	$154M	-$1.26M	7	8.92%	Reduced
628	PGEBT Pactiv General Employee Benefit Trust Lake Forest, Illinois	$154M	-$20.6M	2	15.71%	Reduced
629	FI Focused Investors Los Angeles, California	$154M	-$4.84M	1	6.73%	Reduced
630	Vaughan Nelson Investment Management Houston, Texas	$153M	-$17.5M	2	2.03%	Reduced
631	NM NWI Management New York	$151M	-$205M	1	12.56%	Reduced
632	Cannell & Spears New York	$150M	-$1.6M	6	17.6%	Reduced
633	RCM Riverhead Capital Management Wilmington, Delaware	$150M	+$40.8M	17	5.52%	Increased
634	SH SeaTown Holdings Singapore	$150M	-$44M	5	27.35%	Reduced
635	Rheos Capital Works Tokyo, Japan	$149M	-$54.9M	2	19.96%	Reduced
636	BAM Barrett Asset Management New York	$149M	+$2.26M	9	9.82%	Increased
637	Zweig-DiMenna Associates New York	$149M	+$3.94M	7	14.13%	Increased
638	Erste Asset Management Vienna, Austria	$148M	+$1.88M	10	7.87%	Increased
639	Colony Group Boston, Massachusetts	$148M	+$21.1M	8	4.69%	Increased
640	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$148M	-$7.83M	12	7.43%	Reduced
641	Meag Munich Ergo Munich, Germany	$147M	+$5.11M	12	11.53%	Increased
642	IHL Investment House LLC Redondo Beach, California	$147M	-$4.63M	8	15.4%	Reduced
643	Oslo Pensjonsforsikring Oslo,	$146M	$0	4	28.32%	Maintained
644	NS Partners London, United Kingdom	$146M	-$1.93M	7	13.44%	Reduced
645	TCTC Holdings Dallas, Texas	$146M	-$5.86M	6	7.98%	Reduced
646	Nippon Life Global Investors Americas New York	$146M	+$4.91M	4	11.09%	Increased
647	Senator Investment Group New York	$146M	-$40.4M	1	2.68%	Reduced
648	Voloridge Investment Management Jupiter, Florida	$145M	-$20M	8	4.02%	Reduced
649	TAM Telemark Asset Management Boston, Massachusetts	$145M	-$84.4M	3	16.62%	Reduced
650	Echo Street Capital Management New York	$145M	+$36.6M	3	2.56%	Increased