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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
251	Federated Hermes Pittsburgh, Pennsylvania	$651M	-$13.2M	14	1.87%	Reduced
252	AC Alleghany Corporation New York	$648M	$0	3	20.35%	Maintained
253	Moore Capital Management New York	$647M	+$69.6M	7	12.51%	Increased
254	CCM Cantillon Capital Management New York	$646M	-$19.5M	2	7.52%	Reduced
255	Nisa Investment Advisors St. Louis, Missouri	$643M	+$11M	14	7.24%	Increased
256	Numeric Investors Boston, Massachusetts	$643M	-$223M	10	4.94%	Reduced
257	Gulf International Bank (UK) London, United Kingdom	$642M	+$4.24M	12	8.65%	Increased
258	SSM Sound Shore Management Greenwich, Connecticut	$632M	-$67.4M	4	10.32%	Reduced
259	Hillhouse Investment Management Grand Cayman, Cayman Islands	$628M	-$1.31M	2	10.37%	Reduced
260	Silver Lake Group Menlo Park, California	$620M	$0	1	18.04%	Maintained
261	Fiduciary Management Inc Milwaukee, Wisconsin	$615M	-$7.15M	2	3.64%	Reduced
262	CBT Capital Bank & Trust Irvine, California	$612M	-$11.9M	14	7.81%	Reduced
263	MC Maplelane Capital New York	$612M	+$126M	5	12.02%	Increased
264	Banque Pictet & Cie Geneva 73, Switzerland	$609M	+$49.8M	9	13.78%	Increased
265	Burgundy Asset Management Toronto, Ontario, Canada	$608M	+$2.62M	2	5.74%	Increased
266	Rockefeller Financial Services New York	$599M	+$873K	10	11.41%	Increased
267	Nuveen Charlotte, North Carolina	$596M	+$8.5M	13	3.9%	Increased
268	WCM Investment Management Laguna Beach, California	$589M	-$6.28M	3	7.44%	Reduced
269	Mawer Investment Management Calgary, Alberta, Canada	$581M	+$32.9M	5	4.95%	Increased
270	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$579M	-$26.4M	5	3.47%	Reduced
271	Fiera Capital (Canada) Montreal, Quebec, Canada	$576M	-$21.2M	10	2.75%	Reduced
272	Sentry Investments Toronto, Ontario, Canada	$571M	-$13.3M	5	5.78%	Reduced
273	M&T Bank Buffalo, New York	$570M	-$15M	14	3.09%	Reduced
274	Farallon Capital Management San Francisco, California	$566M	+$85.2M	2	5.03%	Increased
275	SCM Steadfast Capital Management New York	$565M	+$118M	2	8.75%	Increased