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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
851	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$41M	-$13.7M	7	3.75%	Reduced
852	Acadian Asset Management Boston, Massachusetts	$40.7M	+$19.9M	10	0.22%	Increased
853	E. Ohman J:or Asset Management Stockholm, Sweden	$40.7M	-$1.19M	9	10.91%	Reduced
854	Think Investments San Francisco, California	$40.7M	+$9.7M	2	11.91%	Increased
855	KPF K2 Principal Fund Toronto, Ontario, Canada	$40.5M	+$1.82M	2	6.56%	Increased
856	T TOBAM Paris, France	$40.5M	+$28.5M	5	1.58%	Increased
857	RIT Capital Partners London, United Kingdom	$40.4M	+$10M	1	9.42%	Increased
858	LIC Lodestar Investment Counsel Chicago, Illinois	$40.3M	-$229K	6	6.78%	Reduced
859	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$40.3M	-$537K	8	3.13%	Reduced
860	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$40.2M	+$1.05M	5	3.01%	Increased
861	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$40.1M	+$8.63M	5	5.81%	Increased
862	Tudor Investment Corp Stamford, Connecticut	$40M	+$4.81M	7	1.35%	Increased
863	Azimuth Capital Management Bloomfield Hills, Michigan	$40M	+$155K	6	4.19%	Increased
864	Soros Fund Management New York	$39.9M	+$29M	2	0.6%	Increased
865	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$39.9M	-$11.8K	4	5.81%	Reduced
866	GAMCO Investors Greenwich, Connecticut	$39.8M	+$2.36M	5	0.26%	Increased
867	IG Ithaka Group Arlington, Virginia	$39.7M	-$3.46M	3	6.1%	Reduced
868	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$39.7M	-$8.09M	5	5.57%	Reduced
869	RI Redwood Investments Boston, Massachusetts	$39.6M	+$22.6M	2	5.27%	Increased
870	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$39.6M	+$1.09M	7	7.07%	Increased
871	Huber Capital Management El Segundo, California	$39.5M	-$8.49M	2	1.38%	Reduced
872	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$39.4M	-$6.85M	3	6.21%	Reduced
873	Summit Partners Public Asset Management Boston, Massachusetts	$39.4M	+$23.3M	2	14.89%	Increased
874	Essex Investment Management Boston, Massachusetts	$39.2M	+$2.29M	4	6.44%	Increased
875	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$39.1M	-$14.1M	5	3.64%	Reduced