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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	PCM Palestra Capital Management New York	$300M	+$10.4M	3	16.61%	Increased
427	Douglas Lane & Associates New York	$300M	+$16M	7	6.51%	Increased
428	Discovery Capital Management South Norwalk, Connecticut	$298M	+$105M	4	10.41%	Increased
429	B BP London, United Kingdom	$297M	-$24.9M	10	10.78%	Reduced
430	Troy Asset Management London, United Kingdom	$296M	-$33.6M	2	13.63%	Reduced
431	Gotham Asset Management New York	$295M	+$85M	9	4.13%	Increased
432	Scotia Capital Toronto, Ontario, Canada	$294M	+$17.6M	8	4.06%	Increased
433	Huntington National Bank Columbus, Ohio	$294M	+$6.77M	15	4.9%	Increased
434	Santa Barbara Asset Management Los Angeles, California	$292M	+$1.35M	1	4.49%	Increased
435	AIM Allen Investment Management New York	$292M	+$15.6M	5	12.17%	Increased
436	SAM Scopus Asset Management New York	$292M	-$21.9M	4	2.7%	Reduced
437	Hillhouse Investment Management Grand Cayman, Cayman Islands	$285M	-$286M	1	5.03%	Reduced
438	Cullen/Frost Bankers San Antonio, Texas	$280M	+$56.4M	8	8.24%	Increased
439	BWA Brave Warrior Advisors New York	$279M	+$31.1M	1	12.28%	Increased
440	Edmond de Rothschild Holding Chambesy, Switzerland	$279M	+$12.2M	14	8.12%	Increased
441	Select Equity Group New York	$277M	+$164M	2	2.27%	Increased
442	Markel Group Glen Allen, Virginia	$276M	+$16.6M	5	5.24%	Increased
443	State of Alaska Department of Revenue Juneau, Alaska	$275M	+$24.5M	12	5.72%	Increased
444	Stonehage Fleming Financial Services St. Helier, Jersey	$275M	-$42.7M	7	17.83%	Reduced
445	DCM Dupont Capital Management Wilmington, Delaware	$274M	-$940K	12	6.62%	Reduced
446	SIG Senator Investment Group New York	$273M	-$38.6M	1	3.25%	Reduced
447	Skye Global Management West Palm Beach, Florida	$270M	+$160M	3	68.62%	Increased
448	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$268M	-$1.28M	3	43.32%	Reduced
449	RCW Rheos Capital Works Tokyo, Japan	$268M	+$119M	3	45.97%	Increased
450	Voloridge Investment Management Jupiter, Florida	$268M	-$76M	8	6.3%	Reduced