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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	Iconiq Capital San Francisco, California	$180M	+$138M	5	13.42%	Increased
627	HP Hound Partners New York	$179M	-$21.8M	2	12.42%	Reduced
628	OH Overlook Holdings Tortola, British Virgin Islands	$179M	+$17.1M	1	41.52%	Increased
629	Vaughan Nelson Investment Management Houston, Texas	$177M	-$1.21M	2	2.21%	Reduced
630	AAM Ardevora Asset Management London, United Kingdom	$177M	-$47.2M	4	3.98%	Reduced
631	IHL Investment House LLC Redondo Beach, California	$176M	+$3.95M	9	16.35%	Increased
632	Colony Group Boston, Massachusetts	$176M	+$5.84M	8	4.45%	Increased
633	Nippon Life Global Investors Americas New York	$176M	+$9.5M	3	11.97%	Increased
634	GW&K Investment Management Boston, Massachusetts	$176M	-$1.84M	4	2.35%	Reduced
635	MVP Miller Value Partners Sarasota, Florida	$176M	-$3.26M	5	6.23%	Reduced
636	Bridgeway Capital Management Houston, Texas	$175M	-$4.87M	11	2.35%	Reduced
637	Credit Agricole Montrouge Cedex, France	$174M	-$31.2M	9	9.72%	Reduced
638	FI Focused Investors Los Angeles, California	$174M	-$5.48M	1	6.91%	Reduced
639	Level Four Advisory Services Dallas, Texas	$174M	+$6.44M	9	6.89%	Increased
640	BAM Barrett Asset Management New York	$174M	+$1.1M	8	10.62%	Increased
641	TC Tarsadia Capital New York	$174M	+$154M	2	19.35%	New
642	Meyer Handelman Company Rye Brook, New York	$173M	-$318K	8	8.32%	Reduced
643	Impax Asset Management Group London, United Kingdom	$172M	+$7.12M	8	1.92%	Increased
644	PGEBT Pactiv General Employee Benefit Trust Lake Forest, Illinois	$172M	$0	1	15.65%	Maintained
645	WesBanco Bank Wheeling, West Virginia	$171M	+$1.11M	9	7.82%	Increased
646	USAA United Services Automobile Association San Antonio, Texas	$170M	-$41.8M	7	1.94%	Reduced
647	Cubist Systematic Strategies Stamford, Connecticut	$170M	+$100M	20	3.12%	Increased
648	Tiedemann Advisors New York	$170M	-$7.24M	7	8.13%	Reduced
649	Locust Wood Capital Advisers New York	$170M	+$3.08M	4	12.57%	Increased
650	NIM Northeast Investment Management Boston, Massachusetts	$169M	-$976K	8	12.45%	Reduced