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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	FAM Foxhaven Asset Management Charlottesville, Virginia	$188M	-$50.2M	2	20.28%	Reduced
427	IRF IBM Retirement Fund Armonk, New York	$188M	-$1.93M	11	6.75%	Reduced
428	Beck Mack & Oliver New York	$186M	-$2.78M	7	6.57%	Reduced
429	SH Svenska Handelsbanken Stockholm, Sweden	$186M	+$150M	3	11.36%	Increased
430	Jane Street New York	$184M	+$72.4M	15	0.91%	Increased
431	DCM Dupont Capital Management Wilmington, Delaware	$184M	+$2.31M	8	4.1%	Increased
432	SCCM Schafer Cullen Capital Management New York	$183M	-$11.6M	2	2.23%	Reduced
433	Homestead Advisers Arlington, Virginia	$183M	+$64.3M	2	3.14%	Increased
434	TAM Tiverton Asset Management Wilimington, Delaware	$183M	+$166M	5	7.67%	Increased
435	Great Lakes Advisors Chicago, Illinois	$182M	+$21.2M	7	4.95%	Increased
436	Jericho Capital Asset Management New York	$181M	+$59.8M	2	9.95%	Increased
437	MC Maplelane Capital New York	$181M	+$49.9M	5	7.69%	Increased
438	United Capital Financial Advisors Irving, Texas	$180M	+$12.3M	10	1.84%	Increased
439	Troy Asset Management London, United Kingdom	$179M	+$1.84M	2	9.54%	Increased
440	TI TRG Investments Richmond, Virginia	$178M	$0	1	34.44%	Maintained
441	BAMCO Inc New York	$178M	+$25.6M	5	0.95%	Increased
442	Madison Investment Holdings Madison, Wisconsin	$178M	+$22.9M	6	3.69%	Increased
443	Williams Jones & Associates New York	$178M	+$42.4M	6	5.48%	Increased
444	Waverton Investment Management London, United Kingdom	$177M	+$4.03M	6	13.27%	Increased
445	USSCPF United States Steel & Carnegie Pension Fund New York	$176M	$0	2	4.05%	Maintained
446	Rothschild & Co Asset Management US Stamford, Connecticut	$176M	-$16.5M	7	3.17%	Reduced
447	Truist Financial Charlotte, North Carolina	$174M	+$34.3M	9	3.66%	Increased
448	Stonehage Fleming Financial Services St. Helier, Jersey	$174M	-$398K	7	11.41%	Reduced
449	Winton Group London, United Kingdom	$173M	-$122M	5	2.86%	Reduced
450	Cambiar Investors Denver, Colorado	$173M	-$9.15M	2	2.45%	Reduced