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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
426	Segall Bryant & Hamill Chicago, Illinois	$128M	+$125M	6	3.37%	New
427	Soroban Capital Partners New York	$127M	+$123M	1	1.54%	New
428	QIM Quest Investment Management Lake Oswego, Oregon	$126M	+$130M	5	9.56%	New
429	ACP Ashfield Capital Partners San Francisco, California	$126M	+$125M	6	6.8%	New
430	TCG Tremblant Capital Group West Palm Beach, Florida	$126M	+$121M	2	6.03%	New
431	Wilmington Trust Wilmington, Delaware	$125M	+$128M	6	2.52%	New
432	Commonwealth Equity Services Waltham, Massachusetts	$125M	+$127M	10	2.21%	New
433	Corvex Management New York	$125M	+$120M	1	2.35%	New
434	EPCM Eton Park Capital Management New York	$124M	+$114M	1	2.38%	New
435	GA Geneva Advisors Chicago, Illinois	$124M	+$120M	6	2.88%	New
436	TCM Tybourne Capital Management Hong Kong	$123M	+$118M	2	18.3%	New
437	Fundsmith LLP London, United Kingdom	$122M	+$115M	1	8.56%	New
438	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$122M	+$125M	4	7.31%	New
439	TP Tesuji Partners Fort Lee, New Jersey	$121M	+$117M	1	11.62%	New
440	OA Oak Associates Akron, Ohio	$120M	+$118M	7	14.24%	New
441	GLG Inc New York	$119M	+$121M	9	2.91%	New
442	Fiduciary Trust Boston, Massachusetts	$119M	+$120M	7	5.52%	New
443	Foresters Investment Management New York	$119M	+$121M	3	3.58%	New
444	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$117M	+$118M	2	5.78%	New
445	HighTower Advisors Chicago, Illinois	$116M	+$117M	8	3.16%	New
446	Mizuho Securities USA New York	$116M	+$116M	7	5.73%	New
447	Meyer Handelman Company Rye Brook, New York	$115M	+$119M	4	6.34%	New
448	Oregon Public Employees Retirement Fund Tigard, Oregon	$115M	+$115M	8	4.92%	New
449	MVIP Mar Vista Investment Partners Los Angeles, California	$114M	+$118M	2	7.42%	New
450	Bartlett & Co Cincinnati, Ohio	$114M	+$113M	5	6.28%	New