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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	MSL Mackay Shields LLC New York	$905M	-$73.8M	15	8.37%	Reduced
252	Greenwoods Asset Management Grand Cayman, Cayman Islands	$900M	+$127M	4	39.88%	Increased
253	Rockefeller Capital Management New York	$891M	+$633K	19	11.68%	Increased
254	M&T Bank Buffalo, New York	$889M	+$10.2M	13	5.26%	Increased
255	Maverick Capital Dallas, Texas	$875M	-$178M	9	18.48%	Reduced
256	Jacobs Levy Equity Management Florham Park, New Jersey	$870M	-$66M	13	11.17%	Reduced
257	Sculptor Capital New York	$869M	-$215M	5	12.26%	Reduced
258	AIM Allen Investment Management New York	$864M	+$154M	8	25.88%	Increased
259	Manning & Napier Group Fairport, New York	$862M	+$256M	8	10.17%	Increased
260	Comgest Global Investors Paris, France	$851M	+$161M	6	17.36%	Increased
261	Farallon Capital Management San Francisco, California	$849M	-$33.9M	3	7.29%	Reduced
262	SCGE Management Menlo Park, California	$831M	+$251M	4	26.15%	Increased
263	MG Meritage Group San Francisco, California	$826M	-$148M	4	22.46%	Reduced
264	Fjarde Ap-fonden Stockholm, Sweden	$822M	-$46.1M	13	13.23%	Reduced
265	GGHC Gilder Gagnon Howe & Co New York	$793M	-$107M	9	9.5%	Reduced
266	Mitsubishi UFJ Asset Management Tokyo, Japan	$783M	+$11.8M	16	12.1%	Increased
267	CBT Capital Bank & Trust Irvine, California	$780M	-$47.1M	13	13.14%	Reduced
268	Comerica Bank Dallas, Texas	$778M	-$9.06M	19	7.14%	Reduced
269	DFO Duquesne Family Office New York	$774M	+$355M	6	31.36%	Increased
270	MetLife Investment Management Whippany, New Jersey	$764M	-$24.7M	14	10.41%	Reduced
271	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$760M	-$661M	11	8.17%	Reduced
272	Gulf International Bank (UK) London, United Kingdom	$759M	+$5.87M	14	14.31%	Increased
273	KCM Kensico Capital Management Greenwich, Connecticut	$755M	+$309M	4	20.64%	Increased
274	Diamond Hill Capital Management Columbus, Ohio	$747M	-$165M	3	5.06%	Reduced
275	Skye Global Management West Palm Beach, Florida	$740M	+$303M	5	57.91%	Increased