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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	Silvercrest Asset Management New York	$318M	-$3.71M	8	3.5%	Reduced
402	Balyasny Asset Management Chicago, Illinois	$315M	-$55.1M	14	2.27%	Reduced
403	Douglas Lane & Associates New York	$315M	-$2.23M	8	7.42%	Reduced
404	Fiduciary Management Inc Milwaukee, Wisconsin	$311M	-$5.37M	1	2.22%	Reduced
405	Antipodes Partners Royal Exchange, Australia	$309M	-$32.5M	4	15.25%	Reduced
406	Gotham Asset Management New York	$308M	+$33M	12	4.79%	Increased
407	MICM Matthews International Capital Management San Francisco, California	$307M	+$38.8M	1	18.81%	Increased
408	Markel Group Glen Allen, Virginia	$307M	+$2.4M	4	5.86%	Increased
409	PineBridge Investments New York	$305M	+$11.4M	14	6.8%	Increased
410	Banco Santander Madrid, Spain	$304M	+$112M	8	3.85%	Increased
411	VM Valinor Management New York	$304M	+$25.4M	4	14.85%	Increased
412	Brandywine Global Investment Management Philadelphia, Pennsylvania	$304M	+$18.3M	7	2.25%	Increased
413	VanEck Associates New York	$303M	-$6.5M	7	1.52%	Reduced
414	Troy Asset Management London, United Kingdom	$302M	$0	2	15.11%	Maintained
415	Westwood Holdings Group Dallas, Texas	$302M	-$43.6M	6	3.45%	Reduced
416	Nikko Asset Management Americas New York	$298M	+$34.2M	3	10.29%	Increased
417	Hardman Johnston Global Advisors Stamford, Connecticut	$297M	+$16.7M	5	15.36%	Increased
418	CCI Columbus Circle Investors	$297M	-$54.7M	6	8.4%	Reduced
419	LCM Lakewood Capital Management New York	$296M	+$32.9M	2	9.76%	Increased
420	LSCM Light Street Capital Management Palo Alto, California	$296M	+$49.5M	5	22.54%	Increased
421	Williams Jones & Associates New York	$295M	-$12.5M	9	7.99%	Reduced
422	London Company of Virginia Richmond, Virginia	$294M	-$150M	4	2.81%	Reduced
423	Evercore Wealth Management New York	$291M	-$470K	7	10.99%	Reduced
424	Cambridge Investment Research Advisors Fairfield, Iowa	$291M	+$11.2M	16	3.21%	Increased
425	Two Sigma Investments New York	$288M	-$592M	17	1.13%	Reduced