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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
226	Melvin Capital Management New York	$1.03B	-$820M	5	10.79%	Reduced
227	British Columbia Investment Management Victoria, British Columbia, Canada	$1.03B	-$261M	12	10.85%	Reduced
228	Sustainable Growth Advisers Stamford, Connecticut	$1.02B	+$84.3M	4	11.31%	Increased
229	CIBC World Markets New York	$1B	+$186M	12	8.56%	Increased
230	Longview Partners St Peter Port, Guernsey	$1B	-$11.3M	1	4.94%	Reduced
231	Marshall Wace North America New York	$1,000M	+$22M	14	6.87%	Increased
232	Maverick Capital Dallas, Texas	$995M	-$301M	5	12.38%	Reduced
233	Nisa Investment Advisors St. Louis, Missouri	$994M	+$60.1M	14	9.06%	Increased
234	Gulf International Bank (UK) London, United Kingdom	$989M	+$42.2M	12	11.7%	Increased
235	Glenview Capital Management New York	$986M	-$47M	3	6.26%	Reduced
236	Diamond Hill Capital Management Columbus, Ohio	$980M	-$85.1M	4	4.88%	Reduced
237	Banque Pictet & Cie Geneva 73, Switzerland	$963M	-$15.8M	8	17.82%	Reduced
238	GGHC Gilder Gagnon Howe & Co New York	$958M	-$52.3M	8	9.77%	Reduced
239	Nomura Holdings Tokyo, Japan	$952M	-$50.5M	17	3.34%	Reduced
240	AC Alleghany Corporation New York	$945M	+$4.88M	3	22.67%	Increased
241	Acadian Asset Management Boston, Massachusetts	$935M	+$9.32M	16	3.86%	Increased
242	TCW Group Los Angeles, California	$930M	-$29.1M	8	7.63%	Reduced
243	PointState Capital New York	$920M	-$210M	5	12.12%	Reduced
244	GQG Partners Ft. Lauderdale, Florida	$908M	-$23.8M	4	14.78%	Reduced
245	Guggenheim Capital Chicago, Illinois	$895M	-$29M	17	5.83%	Reduced
246	CAM ClariVest Asset Management San Diego, California	$883M	-$23.8M	12	15.64%	Reduced
247	DFO Duquesne Family Office New York	$882M	-$116M	4	41.91%	Reduced
248	Causeway Capital Management Los Angeles, California	$869M	-$33.6M	3	8.73%	Reduced
249	MSL Mackay Shields LLC New York	$864M	-$331M	13	6.6%	Reduced
250	Burgundy Asset Management Toronto, Ontario, Canada	$863M	-$84.5M	3	8.02%	Reduced