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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
676	Pinnacle Associates New York	$111M	+$6.83M	11	2.05%	Increased
677	KCM Kingstown Capital Management New York	$111M	-$31.5M	2	13.16%	Reduced
678	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$111M	-$167K	7	15.89%	Reduced
679	Squarepoint New York	$111M	-$36.2M	15	2.13%	Reduced
680	Ameritas Investment Partners Lincoln, Nebraska	$111M	-$216K	16	5.25%	Reduced
681	RBC Europe London, United Kingdom	$110M	+$110M	12	14.5%	New
682	BBVA USA Bancshares Houston, Texas	$110M	-$2.77M	8	7.21%	Reduced
683	Oak Ridge Investments Chicago, Illinois	$110M	-$11.8M	4	4.48%	Reduced
684	Chilton Investment Company Stamford, Connecticut	$110M	-$2.01M	5	4.26%	Reduced
685	Associated Banc-Corp Green Bay, Wisconsin	$110M	-$593K	6	6.05%	Reduced
686	CS McKee Pittsburgh, Pennsylvania	$109M	-$3.08M	4	8.48%	Reduced
687	Cambridge Trust Cambridge, Massachusetts	$109M	-$15.2M	6	7.34%	Reduced
688	JPCCM J&P (China) Capital Management Hong Kong, China	$109M	+$14.6M	2	18.63%	Increased
689	Cincinnati Financial Corp Fairfield, Ohio	$109M	$0	2	4.93%	Maintained
690	Nippon Life Global Investors Americas New York	$109M	-$9.6M	4	9.25%	Reduced
691	OI Oakbrook Investments Lisle, Illinois	$108M	+$4.99M	10	7%	Increased
692	Close Asset Management London, United Kingdom	$108M	+$842K	9	10.72%	Increased
693	Light Street Capital Management Palo Alto, California	$108M	-$11.4M	2	8.83%	Reduced
694	Samlyn Capital New York	$108M	-$9.32M	4	2.72%	Reduced
695	BAM Barrett Asset Management New York	$108M	-$1.4M	7	7.83%	Reduced
696	Greenwoods Asset Management Grand Cayman, Cayman Islands	$107M	+$29M	1	8.86%	Increased
697	ZWJ Investment Counsel Atlanta, Georgia	$107M	-$4.88M	7	8.37%	Reduced
698	CPIM Columbia Partners Investment Management Alexandria, Virginia	$107M	-$8.71M	7	14.12%	Reduced
699	Crawford Investment Counsel Atlanta, Georgia	$107M	+$625K	6	3.47%	Increased
700	CGI Calixto Global Investors Coral Gables, Florida	$107M	+$36M	2	25.88%	Increased