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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
376	SCM Suvretta Capital Management New York	$249M	+$236M	2	12.27%	New
377	Asset Management One Tokyo, Japan	$248M	+$15M	12	3.71%	Increased
378	NM NWI Management New York	$248M	+$89.9M	3	23.77%	Increased
379	BAPIM British Airways Pensions Investment Management London, United Kingdom	$246M	+$99.3M	6	7.63%	Increased
380	HI Honeywell International Charlotte, North Carolina	$245M	-$5.24M	5	6.18%	Reduced
381	PTC Provident Trust Company Waukesha, Wisconsin	$245M	+$6.17M	3	12.97%	Increased
382	Rothschild & Co Asset Management US Stamford, Connecticut	$244M	+$29.6M	7	4.45%	Increased
383	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$244M	-$9.54M	5	11.45%	Reduced
384	Silvercrest Asset Management New York	$244M	+$29.7M	7	3.37%	Increased
385	DFO Duquesne Family Office New York	$243M	+$98.1M	4	24.92%	Increased
386	Brandes Investment Partners La Jolla, California	$243M	-$13.9M	2	3.55%	Reduced
387	TCM Tybourne Capital Management Hong Kong	$241M	-$388M	1	18.86%	Reduced
388	CCM Criterion Capital Management San Francisco, California	$241M	+$16.6M	3	7.55%	Increased
389	Commerce Bank Kansas City, Missouri	$240M	+$3.94M	10	4.02%	Increased
390	MAMU Marathon Asset Management (UK) London, United Kingdom	$238M	-$15.1M	4	5.39%	Reduced
391	Genesis Asset Managers Guernsey, Channel Islands, United Kingdom	$237M	-$23.7M	1	12.63%	Reduced
392	NTC NF Trinity Capital Central, Hong Kong	$235M	+$226M	3	26.69%	New
393	Whale Rock Capital Management Boston, Massachusetts	$234M	+$58.5M	4	19.51%	Increased
394	Thornburg Investment Management Santa Fe, New Mexico	$234M	-$94.8M	5	1.49%	Reduced
395	Alyeska Investment Group Chicago, Illinois	$233M	+$143M	2	2.48%	Increased
396	Jericho Capital Asset Management New York	$232M	+$117M	2	10.2%	Increased
397	Kornitzer Capital Management Shawnee Mission, Kansas	$231M	-$12.7M	8	3.79%	Reduced
398	QS Investors New York	$230M	+$44.1M	12	2.22%	Increased
399	OAMG Odey Asset Management Group London, United Kingdom	$228M	+$53.5M	4	18.64%	Increased
400	WCM Investment Management Laguna Beach, California	$228M	+$72.4M	3	4.68%	Increased