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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	River Road Asset Management Louisville, Kentucky	$202M	-$31.8M	1	3.51%	Reduced
427	HCM Highline Capital Management New York	$202M	+$7.82M	1	9.57%	Increased
428	OP Oldfield Partners London, United Kingdom	$202M	-$38.1M	3	17.15%	Reduced
429	VCM Valiant Capital Management San Francisco, California	$201M	-$33.9M	2	10.68%	Reduced
430	CIBC Asset Management Toronto, Ontario, Canada	$201M	-$22.4M	12	1.66%	Reduced
431	DILH Dai-ichi Life Holdings Tokyo, Japan	$201M	+$6.6M	11	6.28%	Increased
432	Zurich Insurance Group Zurich, Switzerland	$200M	+$14.6M	7	7.16%	Increased
433	Handelsbanken Fonder Stockholm, Sweden	$199M	+$191M	9	3.84%	New
434	ACM Atlanta Capital Management Atlanta, Georgia	$199M	-$100M	2	1.46%	Reduced
435	Daiwa Securities Group Tokyo, Japan	$195M	+$55.3M	12	1.29%	Increased
436	Nomura Holdings Tokyo, Japan	$195M	+$105M	13	0.54%	Increased
437	CM CS McKee Pittsburgh, Pennsylvania	$194M	-$5.7M	4	6.18%	Reduced
438	USSCPF United States Steel & Carnegie Pension Fund New York	$191M	+$56.2M	2	4.53%	Increased
439	Troy Asset Management London, United Kingdom	$191M	-$21M	2	11.36%	Reduced
440	Renaissance Technologies New York	$191M	-$372M	10	0.42%	Reduced
441	SAM Shell Asset Management The Hague, Netherlands	$190M	-$47.4M	11	4.5%	Reduced
442	CC Carlson Capital Dallas, Texas	$189M	+$14.4M	5	2.11%	Increased
443	MSA Mason Street Advisors Milwaukee, Wisconsin	$188M	+$60.1M	10	5.9%	Increased
444	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$188M	-$84.4K	1	15.22%	Reduced
445	DCM Dupont Capital Management Wilmington, Delaware	$187M	+$23.1M	9	4.52%	Increased
446	CEP Chicago Equity Partners Chicago, Illinois	$183M	+$9.04M	5	4.85%	Increased
447	TI TRG Investments Richmond, Virginia	$182M	+$176M	1	26.11%	New
448	Blackstone Inc New York	$182M	+$9.79M	2	0.67%	Increased
449	Congress Asset Management Boston, Massachusetts	$182M	+$6.65M	6	4.51%	Increased
450	Jane Street New York	$182M	+$86.9M	12	1.13%	Increased