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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
726	First Citizens Bank & Trust Raleigh, North Carolina	$70.8M	+$15.3M	8	6.34%	Increased
727	Jupiter Asset Management London, United Kingdom	$70.7M	-$772K	3	2.7%	Reduced
728	IP Interval Partners New York	$70.6M	+$3.47M	2	4.77%	Increased
729	OAM Origin Asset Management London, United Kingdom	$70M	+$21.5M	3	4.67%	Increased
730	Caledonia Investments plc (UK) London England, United Kingdom	$69.7M	$0	2	26.09%	Maintained
731	Onex Canada Asset Management Toronto, Ontario, Canada	$69.7M	+$21.8M	3	6.04%	Increased
732	Quantitative Investment Management Charlottesville, Virginia	$69.5M	-$32.9M	4	3.24%	Reduced
733	Laurion Capital Management New York	$69.1M	+$64.1M	3	1.08%	Increased
734	IHL Investment House LLC Redondo Beach, California	$68.7M	-$609K	7	11%	Reduced
735	IG Ithaka Group Arlington, Virginia	$68.5M	-$1.18M	3	9.94%	Reduced
736	Columbus Hill Capital Management Short Hills, New Jersey	$68.3M	+$42.7M	2	5.1%	Increased
737	Amica Mutual Insurance Providence, Rhode Island	$68.3M	-$3.84M	8	6.63%	Reduced
738	Pinnacle Associates New York	$68.2M	+$1.15M	10	1.47%	Increased
739	Avenir Corporation Alexandria, Virginia	$67.6M	+$6.23M	2	5.53%	Increased
740	Cambridge Investment Research Advisors Fairfield, Iowa	$67.6M	-$5.08M	9	1.43%	Reduced
741	Personal Capital Advisors Redwood City, California	$67.3M	+$7.29M	6	2.59%	Increased
742	Avity Investment Management Greenwich, Connecticut	$66.4M	+$1.53M	6	10.64%	Increased
743	Tokio Marine Asset Management Tokyo, Japan	$65.9M	-$2.03M	11	6.79%	Reduced
744	Think Investments San Francisco, California	$65.8M	-$38.2M	1	20.81%	Reduced
745	Old National Bancorp Evansville, Indiana	$65.7M	-$6.93M	8	3.72%	Reduced
746	Hudson Bay Capital Management Stamford, Connecticut	$65.7M	-$69.1M	5	2.03%	Reduced
747	SC Stralem & Co New York	$65.5M	-$5.64M	3	7.56%	Reduced
748	Trillium Asset Management Boston, Massachusetts	$64.9M	+$2.43M	5	4.28%	Increased
749	FCI Financial Counselors Inc Overland Park, Kansas	$64.6M	+$1.65M	7	3.86%	Increased
750	Mogy Joel R Investment Counsel Beverly Hills, California	$64.5M	+$249K	6	11.95%	Increased