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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
976	EULAV Asset Management Sarasota, Florida	$146M	-$9.41M	5	3.85%	Reduced
977	Deltec Asset Management New York	$145M	-$8.64M	7	19.91%	Reduced
978	Melqart Asset Management London, United Kingdom	$145M	+$29.4M	6	6.5%	Increased
979	Jasper Ridge Partners Menlo Park, California	$145M	+$153K	9	7.21%	Increased
980	SCM Silvant Capital Management Atlanta, Georgia	$144M	-$2.42M	8	22.64%	Reduced
981	Taurus Asset Management New York	$144M	+$1.32M	4	15%	Increased
982	Bridgeway Capital Management Houston, Texas	$143M	-$13.9M	8	2.57%	Reduced
983	Tokio Marine Asset Management Tokyo, Japan	$143M	-$1.86M	11	13.13%	Reduced
984	CRCM Cat Rock Capital Management Greenwich, Connecticut	$143M	-$20.8M	1	12.1%	Reduced
985	Burney Company Reston, Virginia	$143M	+$5.34M	11	6.64%	Increased
986	London & Capital Asset Management London, United Kingdom	$143M	+$25.4M	5	11.68%	Increased
987	Palisade Capital Management Fort Lee, New Jersey	$142M	+$5.57M	7	3.21%	Increased
988	Alpha Cubed Investments Irvine, California	$142M	-$4.77M	8	10.26%	Reduced
989	Joel Isaacson & Co New York	$142M	+$1.7M	11	11.03%	Increased
990	Becker Capital Management Portland, Oregon	$142M	+$73.3K	6	6.02%	Increased
991	HoyleCohen San Diego, California	$142M	-$1.09M	9	11.03%	Reduced
992	Onex Canada Asset Management Toronto, Ontario, Canada	$141M	+$500K	4	6.49%	Increased
993	KA Kerrisdale Advisers Miami, Florida	$139M	-$54.3M	4	12.48%	Reduced
994	Rokos Capital Management (UK) London, United Kingdom	$139M	-$891M	5	2.76%	Reduced
995	EC EMS Capital New York	$139M	+$127M	2	10.86%	New
996	BAS Brown Advisory Securities Baltimore, Maryland	$138M	-$368K	7	21.66%	Reduced
997	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$138M	-$10.2M	10	14.64%	Reduced
998	Lowe Brockenbrough & Co Richmond, Virginia	$138M	+$1.19M	6	12.41%	Increased
999	Bronte Capital Management Bondi Junction, Australia	$138M	+$1.55M	2	9.81%	Increased
1000	ACL APEIRON Capital Ltd Hong Kong	$138M	+$8.09M	3	44.51%	Increased