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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
351	Abrams Capital Management Boston, Massachusetts	$220M	$0	1	14.93%	Maintained
352	IIM Ivory Investment Management New York	$220M	+$182M	2	5.35%	Increased
353	Oregon Public Employees Retirement Fund Tigard, Oregon	$219M	-$5.75M	9	5.09%	Reduced
354	USSCPF United States Steel & Carnegie Pension Fund New York	$219M	-$41.9M	3	4.56%	Reduced
355	TCM Tybourne Capital Management Hong Kong	$218M	+$30.1M	1	18.49%	Increased
356	General Atlantic New York	$216M	-$276M	1	9.83%	Reduced
357	AEGON Asset Management (UK) Edinburgh, United Kingdom	$213M	+$16.1M	6	5.89%	Increased
358	Brandes Investment Partners La Jolla, California	$211M	+$24.1M	2	2.7%	Increased
359	HL Financial Services Louisville, Kentucky	$210M	+$44.7M	8	5.56%	Increased
360	ZAM Zenit Asset Management Stockholm, Sweden	$210M	+$69.3M	2	32.38%	Increased
361	SCCM Schafer Cullen Capital Management New York	$209M	-$17.3M	2	2.16%	Reduced
362	Numeric Investors Boston, Massachusetts	$206M	-$1.89M	4	2.37%	Reduced
363	Kornitzer Capital Management Shawnee Mission, Kansas	$204M	+$7.98M	7	2.76%	Increased
364	Utah Retirement Systems Salt Lake City, Utah	$203M	-$2.41M	9	5.4%	Reduced
365	EverPoint Asset Management Stamford, Connecticut	$203M	+$79.2M	5	3.71%	Increased
366	OP Oldfield Partners London, United Kingdom	$203M	-$6.58M	2	11.93%	Reduced
367	AC Alleghany Corporation New York	$201M	+$116M	1	6.88%	Increased
368	Nicholas Company Milwaukee, Wisconsin	$201M	+$17M	3	3.52%	Increased
369	Beck Mack & Oliver New York	$201M	-$14.8M	6	5.24%	Reduced
370	Eagle Asset Management St Petersburg, Florida	$201M	+$1.06M	4	1.13%	Increased
371	CIBC World Markets New York	$200M	+$68.6M	6	6.33%	Increased
372	Silvercrest Asset Management New York	$200M	+$26.3M	5	2.67%	Increased
373	Cambiar Investors Denver, Colorado	$199M	+$70.8M	2	2.79%	Increased
374	Letko, Brosseau & Associates Montreal, Quebec, Canada	$198M	+$12.1M	2	1.82%	Increased
375	HCM Hoplite Capital Management New York	$197M	+$203M	2	5.28%	New