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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	Fullerton Fund Management Singapore	$143M	+$45.1M	2	75.84%	Increased
652	Ninety One Cape Town, South Africa	$142M	+$125M	7	19.27%	Increased
653	Formuepleje A/S Aarhus C, Denmark	$142M	+$18.5M	5	15.01%	Increased
654	Valiant Capital Management San Francisco, California	$142M	-$13.2M	2	13.2%	Reduced
655	Pinnacle Associates New York	$141M	+$1.97M	14	2.9%	Increased
656	Nippon Life Global Investors Americas New York	$141M	-$412K	4	11.18%	Reduced
657	Avalon Investment & Advisory Houston, Texas	$140M	-$2.15M	9	4.16%	Reduced
658	Abrams Capital Management Boston, Massachusetts	$140M	+$135M	1	3.9%	New
659	RWC Asset Management London, United Kingdom	$140M	+$27.4M	2	6.98%	Increased
660	Criterion Capital Management San Francisco, California	$140M	-$4.76M	3	10.49%	Reduced
661	AAM Ardevora Asset Management London, United Kingdom	$139M	-$22.8M	5	3.91%	Reduced
662	BAM Barrett Asset Management New York	$139M	+$12.8M	8	9.44%	Increased
663	Regal Partners Sydney, NSW, Australia	$138M	+$471K	1	15.23%	Increased
664	Simplex Trading Chicago, Illinois	$137M	+$7.99M	17	0.54%	Increased
665	Steward Partners Investment Advisory New York	$137M	+$12.5M	17	8.16%	Increased
666	Trinity Street Asset Management London, United Kingdom	$137M	+$10M	3	23.27%	Increased
667	Krane Funds Advisors New York	$136M	-$10.3M	3	11.61%	Reduced
668	IHL Investment House LLC Redondo Beach, California	$136M	-$205K	8	15.75%	Reduced
669	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$135M	+$9.5M	12	1.35%	Increased
670	BBVA USA Bancshares Houston, Texas	$135M	-$1.8M	8	8.52%	Reduced
671	Osterweis Capital Management San Francisco, California	$134M	+$1.41M	5	8.7%	Increased
672	TCTC Holdings Dallas, Texas	$134M	-$3.59M	6	6.47%	Reduced
673	OI Oakbrook Investments Lisle, Illinois	$133M	-$9.9M	10	8.42%	Reduced
674	SCM Silvant Capital Management Atlanta, Georgia	$132M	-$4.88M	7	16.37%	Reduced
675	Tairen Capital Hong Kong	$132M	+$8.24M	3	30.95%	Increased