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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	Liberty Mutual Group Asset Management Boston, Massachusetts	$105M	-$28.2M	10	4.12%	Reduced
652	Jana Partners New York	$105M	+$103M	1	1.96%	New
653	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$105M	-$2.54M	10	5.29%	Reduced
654	Perpetual Ltd Sydney, New South Wales, Australia	$105M	+$77.6M	5	10.4%	Increased
655	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$105M	+$101M	14	1.97%	New
656	Synovus Financial Columbus, Georgia	$104M	+$2.12M	11	2.19%	Increased
657	AI ArchPoint Investors Coral Gables, Florida	$104M	+$78.3M	3	39.22%	Increased
658	Cambridge Investment Research Advisors Fairfield, Iowa	$104M	+$12.9M	11	1.77%	Increased
659	Light Street Capital Management Palo Alto, California	$104M	+$13.4M	3	8.33%	Increased
660	Darrell & King Charlottesville, Virginia	$104M	+$21.2M	5	17%	Increased
661	ZWJ Investment Counsel Atlanta, Georgia	$103M	-$1.15M	8	8.43%	Reduced
662	HS Huntington Steele Oaks, Pennsylvania	$102M	-$749K	4	31.77%	Reduced
663	Chilton Investment Company Stamford, Connecticut	$102M	-$20.7M	5	3.99%	Reduced
664	Cadian Capital Management New York	$102M	-$28.7M	4	4.89%	Reduced
665	CS McKee Pittsburgh, Pennsylvania	$102M	-$3.85M	4	8.11%	Reduced
666	Heritage Investors Management Corp Bethesda, Maryland	$101M	-$2.41M	7	6.93%	Reduced
667	Mondrian Investment Partners London, United Kingdom	$101M	-$23.8M	1	2.84%	Reduced
668	Oak Ridge Investments Chicago, Illinois	$101M	+$12.2M	4	3.39%	Increased
669	NSRI New Silk Road Investment Singapore	$100M	-$1.21M	1	75.46%	Reduced
670	Cincinnati Financial Corp Fairfield, Ohio	$100M	$0	2	4.88%	Maintained
671	TCM Tekne Capital Management New York	$100M	-$19M	3	18.04%	Reduced
672	Equity Investment Corp Atlanta, Georgia	$100M	-$4.4M	1	3.26%	Reduced
673	Associated Banc-Corp Green Bay, Wisconsin	$100M	-$1.41M	6	5.96%	Reduced
674	SCGE Management Menlo Park, California	$100M	-$16.5M	3	25.91%	Reduced
675	Tremblant Capital Group West Palm Beach, Florida	$99.4M	-$11.5M	2	6.92%	Reduced