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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	Appaloosa LP Short Hills, New Jersey	$454M	-$91.6M	4	28.48%	Reduced
427	MC Metropolis Capital Amersham, United Kingdom	$452M	+$198M	3	23.99%	Increased
428	London Company of Virginia Richmond, Virginia	$450M	-$13.7M	4	2.75%	Reduced
429	Nikko Asset Management Americas New York	$449M	+$54.1M	9	5.54%	Increased
430	SCM Steadfast Capital Management New York	$448M	-$47.7M	2	9.86%	Reduced
431	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$447M	+$6.25M	12	13.77%	Increased
432	TBC Tweedy, Browne Co Stamford, Connecticut	$444M	-$20.3M	3	18.16%	Reduced
433	WI Wafra Inc New York	$444M	+$14M	5	16.9%	Increased
434	IEQ Capital Foster City, California	$443M	+$47M	18	13.43%	Increased
435	Marsico Capital Management Denver, Colorado	$440M	-$22M	5	21.5%	Reduced
436	TD Waterhouse Canada Toronto, Ontario, Canada	$440M	+$21M	22	4.95%	Increased
437	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$439M	+$2.52B	13	11.73%	Increased
438	Himalaya Capital Management Seattle, Washington	$436M	+$268M	2	23.28%	Increased
439	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$434M	+$102M	18	9.14%	Increased
440	Altshuler Shaham Tel Aviv, Israel	$433M	+$355M	6	6.48%	Increased
441	Baupost Group Boston, Massachusetts	$433M	-$103M	2	6.4%	Reduced
442	AE Wealth Management Topeka, Kansas	$431M	+$46.4M	21	3.45%	Increased
443	Waverton Investment Management London, United Kingdom	$431M	+$9.46M	4	16.76%	Increased
444	Point72 Asset Management Stamford, Connecticut	$428M	+$38.5M	8	1.81%	Increased
445	Tower Research Capital (TRC) New York	$423M	-$800M	42	9.49%	Reduced
446	Bradley Foster & Sargent Hartford, Connecticut	$422M	-$9.12M	8	10.87%	Reduced
447	Ossiam Paris, France	$421M	-$5.04M	11	12.68%	Reduced
448	PCM Palestra Capital Management New York	$420M	-$115M	3	19.85%	Reduced
449	SAM Shell Asset Management The Hague, Netherlands	$417M	-$25.8M	18	12.33%	Reduced
450	Carmignac Gestion Paris, France	$416M	-$371M	4	8.81%	Reduced