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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	HCM Highline Capital Management New York	$156M	+$155M	1	7.01%	Increased
427	General Atlantic New York	$155M	$0	1	8.12%	Maintained
428	CIBC World Markets New York	$154M	-$66.5M	6	4.16%	Reduced
429	VM Valinor Management New York	$153M	-$3.07M	1	4.04%	Reduced
430	Zurich Insurance Group Zurich, Switzerland	$153M	+$153M	6	5.61%	New
431	Madison Investment Holdings Madison, Wisconsin	$152M	-$36M	6	3.34%	Reduced
432	Country Trust Bank Bloomington, Illinois	$152M	+$446K	6	8.32%	Increased
433	SRIM Saratoga Research & Investment Management Saratoga, California	$151M	+$6.96M	4	15.17%	Increased
434	TCP Tourbillon Capital Partners New York	$151M	-$56.1M	1	3.96%	Reduced
435	Edmond de Rothschild Holding Chambesy, Switzerland	$151M	-$15.9M	12	3.73%	Reduced
436	QS Investors New York	$150M	+$38.7M	9	1.58%	Increased
437	Huntington National Bank Columbus, Ohio	$149M	-$4.02M	10	3.92%	Reduced
438	AGF Investments Inc Toronto, Ontario, Canada	$148M	-$7.36M	5	1.86%	Reduced
439	MVIP Mar Vista Investment Partners Los Angeles, California	$148M	+$35.7M	3	8.87%	Increased
440	Blackstone Inc New York	$147M	+$144M	2	0.47%	New
441	GAM GVO Asset Management Zug, Switzerland	$146M	$0	1	14.64%	Maintained
442	Bradley Foster & Sargent Hartford, Connecticut	$146M	-$7.82M	6	7.17%	Reduced
443	SCM Scopia Capital Management New York	$144M	+$3.27M	1	3.09%	Increased
444	Mutual of America Capital Management New York	$144M	+$1.91M	8	3.41%	Increased
445	LCS Levin Capital Strategies New York	$143M	-$90.7M	5	2.45%	Reduced
446	Jacobs Levy Equity Management Florham Park, New Jersey	$143M	+$7.67M	7	2.94%	Increased
447	IAM Impax Asset Management Portsmouth, New Hampshire	$143M	+$41M	5	8.53%	Increased
448	FAM Foxhaven Asset Management Charlottesville, Virginia	$143M	+$6.61M	2	16.71%	Increased
449	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$142M	-$9.05M	10	4.85%	Reduced
450	SW SVB Wealth Boston, Massachusetts	$141M	-$10.8M	9	5.46%	Reduced