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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
326	CAM ClariVest Asset Management San Diego, California	$255M	+$10M	6	7.62%	Increased
327	Natixis Advisors Boston, Massachusetts	$255M	+$28.2M	11	4.32%	Increased
328	RS Investment Management San Francisco, California	$254M	+$17.5M	6	2.18%	Increased
329	ExxonMobil Investment Management Irving, Texas	$251M	-$22.9M	8	6.16%	Reduced
330	H Hexavest Montreal, Quebec, Canada	$249M	-$94.6M	3	4.16%	Reduced
331	HI Honeywell International Charlotte, North Carolina	$249M	-$24.2M	5	6.07%	Reduced
332	Bank of Nova Scotia Toronto, Ontario, Canada	$248M	+$174M	7	1.23%	Increased
333	Fjarde Ap-fonden Stockholm, Sweden	$246M	-$14.9M	9	5.95%	Reduced
334	Nomura Asset Management Tokyo, Japan	$246M	-$9.41M	11	4.56%	Reduced
335	PointState Capital New York	$246M	+$31.7M	2	2.88%	Increased
336	CC Carlson Capital Dallas, Texas	$245M	+$21.5M	6	2.7%	Increased
337	Envestnet Asset Management Chicago, Illinois	$245M	+$45.8M	11	1.16%	Increased
338	LCS Levin Capital Strategies New York	$239M	+$16.2M	6	3.54%	Increased
339	London Company of Virginia Richmond, Virginia	$237M	+$29.1M	4	2.05%	Increased
340	City National Bank Beverly Hills, Delaware	$235M	-$362K	6	1.94%	Reduced
341	Sculptor Capital New York	$235M	+$223M	4	0.68%	Increased
342	CCI Columbus Circle Investors	$233M	+$56.7M	2	1.65%	Increased
343	Martingale Asset Management Boston, Massachusetts	$232M	+$13.9M	7	5.42%	Increased
344	MAMU Marathon Asset Management (UK) London, United Kingdom	$229M	+$2.07M	3	5.23%	Increased
345	EP Edinburgh Partners Edinburgh, United Kingdom	$225M	-$9.59M	2	24.83%	Reduced
346	ROIC Route One Investment Company San Francisco, California	$224M	+$2.88M	2	17.89%	Increased
347	NM Nokota Management New York	$222M	+$115M	3	6.03%	Increased
348	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$222M	$0	1	16.26%	Maintained
349	TCM Tran Capital Management San Rafael, California	$221M	+$213M	3	5.2%	Increased
350	HighTower Advisors Chicago, Illinois	$220M	-$14.9M	8	3.52%	Reduced