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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
751	Nippon Life Insurance Tokyo, Japan	$51.7M	-$1.32M	6	1.25%	Reduced
752	Global Endowment Management Charlotte, North Carolina	$51.5M	+$1.59M	5	7.16%	Increased
753	GW Henssler & Associates Kennesaw, Georgia	$51.5M	+$4.88M	4	5.6%	Increased
754	Calvert Investment Management Bethesda, Maryland	$51.3M	-$27.7M	6	2.27%	Reduced
755	Gamble Jones Investment Counsel Pasadena, California	$51M	+$6.05M	6	5.3%	Increased
756	PFC Poplar Forest Capital Pasadena, California	$50.6M	-$3.33M	4	3.83%	Reduced
757	Klingenstein Fields & Co New York	$50.6M	-$1.02M	5	2.26%	Reduced
758	GSA Capital Partners London, United Kingdom	$50.4M	+$29.4M	12	1.93%	Increased
759	Chilton Capital Management Houston, Texas	$50.3M	+$26.6K	3	4.74%	Increased
760	Sumitomo Life Insurance Tokyo, Japan	$50.3M	-$6.23M	6	6.12%	Reduced
761	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$50.2M	+$5.92M	9	3.77%	Increased
762	QV Investors Calgary, Alberta, Canada	$50.2M	+$1.32M	1	5.53%	Increased
763	Starboard Value New York	$50M	+$31.7M	1	1.13%	Increased
764	Richard Bernstein Advisors New York	$50M	+$6.45M	6	6.04%	Increased
765	EC EMS Capital New York	$50M	-$11.3M	1	5.37%	Reduced
766	Cohen & Steers New York	$49.9M	+$828K	5	0.15%	Increased
767	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$49.7M	+$34.3M	5	0.74%	Increased
768	Twin Capital Management Mcmurray, Pennsylvania	$49.6M	-$3.51M	5	4.45%	Reduced
769	WhitTier Trust Company Reno, Nevada	$49.4M	+$167K	10	5.5%	Increased
770	Osborne Partners Capital Management San Francisco, California	$49.4M	+$1.9M	6	6.61%	Increased
771	Loews Corp New York	$49.3M	+$13.6M	4	0.36%	Increased
772	Denver Investment Advisors Denver, Colorado	$49M	+$1.27M	8	1.82%	Increased
773	TIAAOA Teachers Insurance & Annuity Association of America New York	$48.9M	+$5.72M	3	1.66%	Increased
774	Corvex Management New York	$48.6M	+$48.2M	1	0.53%	New
775	Quest Investment Management Lake Oswego, Oregon	$48.6M	-$2.48M	6	6.84%	Reduced