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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
401	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$180M	-$11.1M	2	4.47%	Reduced
402	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$179M	-$75.1M	6	2.08%	Reduced
403	Silvercrest Asset Management New York	$179M	-$30.4M	5	2.73%	Reduced
404	PRCM Pine River Capital Management Minnetonka, Minnesota	$179M	-$24.4M	10	2.29%	Reduced
405	Envestnet Asset Management Chicago, Illinois	$177M	-$63.3M	11	0.88%	Reduced
406	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$177M	+$17.6M	2	5.27%	Increased
407	Saturna Capital Bellingham, Washington	$176M	-$3.16M	8	5.52%	Reduced
408	AC Ascend Capital Orinda, California	$174M	+$20.1M	2	6.83%	Increased
409	EC Eminence Capital New York	$174M	-$51.3M	1	2.67%	Reduced
410	CC Carlson Capital Dallas, Texas	$171M	-$53.8M	4	1.97%	Reduced
411	Waverton Investment Management London, United Kingdom	$170M	+$3.43M	4	13.64%	Increased
412	Troy Asset Management London, United Kingdom	$170M	+$6.37M	2	10.39%	Increased
413	CM CS McKee Pittsburgh, Pennsylvania	$170M	-$7.98M	3	5.53%	Reduced
414	GC GMT Capital Atlanta, Georgia	$170M	-$1.93M	2	4.31%	Reduced
415	WM WS Management Jacksonville, Florida	$165M	-$46.6M	1	6.51%	Reduced
416	Mirae Asset Global Investments Seoul, South Korea	$164M	-$83.1M	8	6.7%	Reduced
417	Melvin Capital Management New York	$163M	+$58.4M	2	9.12%	Increased
418	DILH Dai-ichi Life Holdings Tokyo, Japan	$163M	+$11.7M	8	5.05%	Increased
419	Seizert Capital Partners Birmingham, Michigan	$163M	-$4.13M	6	4.93%	Reduced
420	Hosking Partners London, United Kingdom	$162M	+$162M	4	7.91%	New
421	WIM Weitz Investment Management Omaha, Nebraska	$162M	+$890K	3	5.02%	Increased
422	PC Passport Capital San Francisco, California	$160M	+$155M	4	2.86%	Increased
423	Jupiter Investment Management London, United Kingdom	$160M	+$98.6M	8	4.51%	Increased
424	Congress Asset Management Boston, Massachusetts	$158M	+$32.3M	6	4.07%	Increased
425	CCM Conatus Capital Management Greenwich, Connecticut	$157M	-$2.41M	2	9.95%	Reduced