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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	FI Focused Investors Los Angeles, California	$308M	-$28.6M	2	11.84%	Reduced
327	OA Omega Advisors New York	$308M	-$85.6M	2	8.19%	Reduced
328	TAM Tiverton Asset Management Wilimington, Delaware	$307M	-$24.3M	5	10.43%	Reduced
329	ROIC Route One Investment Company San Francisco, California	$301M	+$1.99M	3	15.76%	Increased
330	Brandywine Global Investment Management Philadelphia, Pennsylvania	$301M	+$372K	5	1.97%	Increased
331	TCM Tybourne Capital Management Hong Kong	$300M	+$84.4M	1	19.42%	Increased
332	Sterling Capital Management Charlotte, North Carolina	$297M	-$20.4M	9	2.7%	Reduced
333	NIMC NWQ Investment Management Company Los Angeles, California	$295M	-$9.56M	3	4.6%	Reduced
334	Bahl & Gaynor Cincinnati, Ohio	$295M	+$8.09M	6	3.91%	Increased
335	Edge Asset Management Seattle, Washington	$294M	+$1.74M	6	2.82%	Increased
336	Winton Group London, United Kingdom	$293M	-$127M	5	3.17%	Reduced
337	Capital Fund Management (CFM) Paris, France	$292M	+$221M	8	2.83%	Increased
338	HCM Hoplite Capital Management New York	$292M	-$48.7M	2	14.73%	Reduced
339	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$290M	-$20.1M	11	8.87%	Reduced
340	GC GMT Capital Atlanta, Georgia	$288M	+$70.1M	3	7.06%	Increased
341	Candriam SCA Strassen, Luxembourg, Luxembourg	$285M	+$65.5M	9	7.12%	Increased
342	Glenview Capital Management New York	$284M	+$105M	1	2.07%	Increased
343	TP Thunderbird Partners London, United Kingdom	$283M	+$29.6M	3	36%	Increased
344	Mitsubishi UFJ Asset Management Tokyo, Japan	$279M	+$17.1M	12	7.54%	Increased
345	Victory Capital Management San Antonio, Texas	$277M	+$12.4M	13	1.14%	Increased
346	Abrams Capital Management Boston, Massachusetts	$275M	$0	1	12.99%	Maintained
347	Corvex Management New York	$275M	-$287M	1	4.54%	Reduced
348	Mirae Asset Global Investments Seoul, South Korea	$273M	+$17.6M	8	7.41%	Increased
349	TBC Tweedy, Browne Co Stamford, Connecticut	$273M	+$9.72M	3	7.51%	Increased
350	RCM Riverhead Capital Management Wilmington, Delaware	$273M	+$53.1M	10	3.85%	Increased