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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	Dorsal Capital Management Redwood City, California	$298M	-$28.1M	3	15.48%	Reduced
402	Jacobs Levy Equity Management Florham Park, New Jersey	$297M	+$13.1M	10	5.78%	Increased
403	Sarasin & Partners London, United Kingdom	$296M	-$42.1M	3	5.97%	Reduced
404	United Capital Financial Advisors Irving, Texas	$296M	+$16.8M	12	2.51%	Increased
405	Regions Financial Corp Birmingham, Alabama	$296M	-$3.43M	12	3.36%	Reduced
406	MVIP Mar Vista Investment Partners Los Angeles, California	$293M	-$1.06M	4	12.18%	Reduced
407	SA SPO Advisory San Anselmo, California	$293M	+$90.2M	1	5.83%	Increased
408	WBC Westpac Banking Corp Sydney, Australia	$292M	-$3.49M	13	6.44%	Reduced
409	H Hexavest Montreal, Quebec, Canada	$291M	-$21.6M	5	3.56%	Reduced
410	B BP London, United Kingdom	$291M	-$21.1M	10	10.29%	Reduced
411	Williams Jones & Associates New York	$290M	-$12.9M	7	7.13%	Reduced
412	SIG Senator Investment Group New York	$288M	-$60.6M	1	3.83%	Reduced
413	Dai-ichi Life Insurance Company Tokyo, Japan	$287M	-$1.52M	11	6.09%	Reduced
414	John W. Bristol & Co New York	$287M	-$8.72M	4	8.29%	Reduced
415	Homestead Advisers Arlington, Virginia	$286M	$0	2	4.36%	Maintained
416	PTC Provident Trust Company Waukesha, Wisconsin	$285M	-$3.24M	3	12.65%	Reduced
417	TBC Tweedy, Browne Co Stamford, Connecticut	$285M	-$782K	3	7.75%	Reduced
418	SGAM Smith Group Asset Management Dallas, Texas	$279M	-$31.1M	6	9.33%	Reduced
419	ROIC Route One Investment Company San Francisco, California	$278M	-$9.93M	3	8.04%	Reduced
420	Troy Asset Management London, United Kingdom	$278M	+$272M	2	12.57%	New
421	Artemis Investment Management Edinburgh, United Kingdom	$278M	+$16.2M	7	5.7%	Increased
422	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$277M	+$80.4M	2	12.19%	Increased
423	Zurich Insurance Group Zurich, Switzerland	$276M	-$4.47M	12	7.54%	Reduced
424	OA Oak Associates Akron, Ohio	$275M	-$2.18M	10	20.29%	Reduced
425	OA Omega Advisors New York	$272M	+$20M	4	10.57%	Increased