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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	HCM Hoplite Capital Management New York	$213M	-$60.1M	2	10.55%	Reduced
402	B BP London, United Kingdom	$213M	-$822K	10	8.46%	Reduced
403	SCM Suvretta Capital Management New York	$211M	-$185M	1	8.04%	Reduced
404	Davenport & Co Richmond, Virginia	$211M	+$2.99M	8	3.22%	Increased
405	Nicholas Company Milwaukee, Wisconsin	$211M	-$5.15M	3	4.25%	Reduced
406	Brandes Investment Partners La Jolla, California	$209M	-$10.1M	2	3.19%	Reduced
407	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$207M	$0	1	13.54%	Maintained
408	CIBC Asset Management Toronto, Ontario, Canada	$205M	+$12.3M	12	1.54%	Increased
409	Maverick Capital Dallas, Texas	$203M	-$21.5M	1	2.76%	Reduced
410	BA Boston Advisors Boston, Massachusetts	$202M	-$48.4M	8	5.04%	Reduced
411	Wolverine Trading Chicago, Illinois	$201M	+$211M	13	1.13%	New
412	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$200M	+$26.5M	3	7.77%	Increased
413	Melvin Capital Management New York	$197M	+$36M	1	6.32%	Increased
414	H Hexavest Montreal, Quebec, Canada	$196M	-$33.1M	5	2.97%	Reduced
415	SCM Sirios Capital Management Boston, Massachusetts	$196M	+$96.8M	4	9.41%	Increased
416	TCM Tran Capital Management San Rafael, California	$196M	-$47.3M	1	6.65%	Reduced
417	Norinchukin Bank Tokyo, Japan	$196M	-$8.91M	11	4.77%	Reduced
418	DILH Dai-ichi Life Holdings Tokyo, Japan	$196M	-$9.7M	9	5.89%	Reduced
419	NTC NF Trinity Capital Central, Hong Kong	$195M	-$5.86M	3	21.31%	Reduced
420	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$194M	-$19.5M	5	9.06%	Reduced
421	CCM Cornerstone Capital Management Edina, Minnesota	$194M	-$160M	2	10.23%	Reduced
422	Eagle Asset Management St Petersburg, Florida	$192M	-$13.8M	6	1.33%	Reduced
423	Janney Montgomery Scott Philadelphia, Pennsylvania	$192M	+$89.9M	3	3.91%	Increased
424	DL Delta Lloyd Amsterdam, Netherlands	$191M	-$9.88M	11	6.41%	Reduced
425	MSA Mason Street Advisors Milwaukee, Wisconsin	$189M	+$1.39M	10	5.5%	Increased