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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	Chilton Investment Company Stamford, Connecticut	$132M	-$15.7M	4	4.65%	Reduced
677	TP Thunderbird Partners London, United Kingdom	$132M	+$9.21M	1	16.56%	Increased
678	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$132M	-$3.97M	4	21.09%	Reduced
679	Construction & Building Unions Superannuation Fund Melbourne, Australia	$132M	+$90.3M	4	16.26%	Increased
680	Zweig-DiMenna Associates New York	$131M	+$39.1M	7	8.07%	Increased
681	SCCM Schafer Cullen Capital Management New York	$131M	-$2.45M	2	1.69%	Reduced
682	Cincinnati Financial Corp Fairfield, Ohio	$131M	$0	2	5.56%	Maintained
683	Cannell & Spears New York	$130M	-$972K	6	16.91%	Reduced
684	MFWM Motley Fool Wealth Management Alexandria, Virginia	$130M	+$11.6M	3	9.19%	Increased
685	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$130M	+$8.27M	10	12.35%	Increased
686	Bridgeway Capital Management Houston, Texas	$130M	-$25.9M	8	1.32%	Reduced
687	General American Investors New York	$130M	-$11.8M	4	11.81%	Reduced
688	Beutel, Goodman & Co Toronto, Ontario, Canada	$129M	+$2.08M	2	0.95%	Increased
689	TAM Telemark Asset Management Boston, Massachusetts	$129M	+$18M	4	16.2%	Increased
690	Altshuler Shaham Tel Aviv, Israel	$128M	+$75.5M	3	10.69%	Increased
691	Jasper Ridge Partners Menlo Park, California	$128M	+$2.81M	4	10.2%	Increased
692	TA TRB Advisors New York	$128M	+$105M	4	59.65%	Increased
693	Close Asset Management London, United Kingdom	$128M	-$5.16K	10	10.84%	Reduced
694	NSRI New Silk Road Investment Singapore	$127M	-$11M	1	53.43%	Reduced
695	Foresters Investment Management New York	$126M	-$47.7M	5	2.15%	Reduced
696	FI Focused Investors Los Angeles, California	$126M	-$28.3M	1	5.41%	Reduced
697	HAM Honeycomb Asset Management New York	$126M	-$92.6M	4	14.56%	Reduced
698	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$126M	-$42.6M	6	8.99%	Reduced
699	Columbus Hill Capital Management Short Hills, New Jersey	$126M	-$28.8M	3	8.93%	Reduced
700	Badgley, Phelps & Bell Seattle, Washington	$126M	-$2.31M	8	8.16%	Reduced