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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
651	Brighton Jones LLC Seattle, Washington	$60.2M	+$1.76M	5	13.77%	Increased
652	Glenview Trust Louisville, Kentucky	$60M	+$57.7M	4	6.9%	New
653	Tremblant Capital Group West Palm Beach, Florida	$59.6M	-$26.9M	1	1.88%	Reduced
654	HIP Hengistbury Investment Partners London, United Kingdom	$59.4M	+$53.3M	1	22.27%	New
655	Newbrook Capital Advisors New York	$59.2M	+$9.3M	2	6.4%	Increased
656	MCM McKinley Capital Management Anchorage, Alaska	$59.1M	+$32.7M	5	2.32%	Increased
657	Associated Banc-Corp Green Bay, Wisconsin	$59.1M	+$1.05M	5	4.25%	Increased
658	BHF Kleinwort Benson Group Brussels, Belgium	$59.1M	+$31.2M	6	3.77%	Increased
659	JCM Jag Capital Management St Louis, Missouri	$59M	-$2.96M	6	11.77%	Reduced
660	Scotia Capital Toronto, Ontario, Canada	$58.6M	-$3.25M	6	1.4%	Reduced
661	EC EMS Capital New York	$58.5M	+$18.3M	2	13.71%	Increased
662	PFU Parus Finance (UK) London, United Kingdom	$58.3M	+$10.2M	2	12.17%	Increased
663	Perpetual Ltd Sydney, New South Wales, Australia	$58.2M	+$1.09M	6	7.66%	Increased
664	Ally Financial Detroit, Michigan	$58.1M	-$21.3M	5	6.18%	Reduced
665	Veritas Investment Management London, United Kingdom	$57.9M	+$3.23M	4	27.63%	Increased
666	FIG Fortress Investment Group New York	$57.7M	+$19.8M	3	0.88%	Increased
667	Frontier Capital Management Boston, Massachusetts	$57.5M	-$80.5M	3	0.43%	Reduced
668	Nippon Life Insurance Tokyo, Japan	$57.1M	-$1.72M	5	1.61%	Reduced
669	Alta Capital Management Salt Lake City, Utah	$56.6M	+$2.36M	3	5.81%	Increased
670	Alleghany Corporation New York	$56.4M	+$6.88M	4	2.77%	Increased
671	KCP Kenmare Capital Partners New York	$56.1M	-$5.63M	1	24.19%	Reduced
672	Liberty Mutual Group Asset Management Boston, Massachusetts	$56.1M	-$12.2M	8	1.97%	Reduced
673	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$55.7M	-$17.4M	6	8.62%	Reduced
674	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$55.6M	-$18.2M	1	10.55%	Reduced
675	SWITC Stewart West Indies Trading Company Boulder, Colorado	$55.2M	+$2.61M	2	5.96%	Increased