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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	Capital International Sarl Los Angeles, California	$106M	-$51.6M	8	9.91%	Reduced
727	Wolverine Asset Management Chicago, Illinois	$105M	+$25.5M	9	1.06%	Increased
728	ARK Investment Management St. Petersburg, Florida	$105M	+$14.1M	8	8.36%	Increased
729	Ascend Capital Orinda, California	$103M	-$35.4M	6	3.88%	Reduced
730	Skye Global Management West Palm Beach, Florida	$102M	+$97.8M	4	43.64%	New
731	Richard Bernstein Advisors New York	$102M	+$12.4M	9	4.46%	Increased
732	TCA Taconic Capital Advisors New York	$102M	+$98.4M	4	6.62%	New
733	Maj Invest Holding A/S Copenhagen K, Denmark	$102M	+$2.74M	2	5.6%	Increased
734	AG Aravt Global New York	$102M	$0	1	9.68%	Maintained
735	Mogy Joel R Investment Counsel Beverly Hills, California	$102M	+$745K	7	15.89%	Increased
736	Mondrian Investment Partners London, United Kingdom	$102M	-$5.33M	1	2.47%	Reduced
737	Scout Investments Kansas City, Missouri	$101M	-$3.5M	1	2.5%	Reduced
738	Philadelphia Trust Company Philadelphia, Pennsylvania	$101M	-$5.76M	8	7.97%	Reduced
739	CGI Calixto Global Investors Coral Gables, Florida	$101M	-$5.71M	2	30.59%	Reduced
740	IG Ithaka Group Arlington, Virginia	$101M	+$24.9M	4	18.07%	Increased
741	Steward Partners Investment Advisory New York	$101M	+$14.6M	17	7.7%	Increased
742	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$101M	+$1.82M	5	7.82%	Increased
743	Trillium Asset Management Boston, Massachusetts	$101M	-$1.7M	5	5.53%	Reduced
744	TDAM USA Toronto, Ontario, Canada	$100M	-$4.05M	7	5.71%	Reduced
745	ARS Investment Partners New York	$99.3M	+$12M	7	12.01%	Increased
746	Avity Investment Management Greenwich, Connecticut	$98.7M	-$1.32M	6	12.47%	Reduced
747	Bowen Hanes & Co Ponte Vedra Beach, Florida	$98.5M	+$11.8M	6	4.4%	Increased
748	Caledonia Investments plc (UK) London England, United Kingdom	$98.3M	$0	2	27.03%	Maintained
749	Regal Partners Sydney, NSW, Australia	$98.1M	+$8.01M	1	14.2%	Increased
750	Liberty Mutual Group Asset Management Boston, Massachusetts	$97.9M	-$5.92M	12	2.86%	Reduced