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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
501	TCG Tremblant Capital Group West Palm Beach, Florida	$110M	+$14.7M	1	3.92%	Increased
502	SCM Steadfast Capital Management New York	$110M	+$111M	1	1.85%	New
503	OAMG Odey Asset Management Group London, United Kingdom	$110M	-$19.8M	3	3.85%	Reduced
504	PC Passport Capital San Francisco, California	$108M	+$23.7M	2	1.52%	Increased
505	IIM Ivory Investment Management New York	$108M	+$33.7M	1	3.55%	Increased
506	ZDA Zweig-DiMenna Associates New York	$107M	+$46.7M	5	4.7%	Increased
507	Avalon Investment & Advisory Houston, Texas	$107M	+$1.78M	5	5.4%	Increased
508	Cullen Capital Management New York	$107M	-$29M	2	2.93%	Reduced
509	Highbridge Capital Management New York	$107M	+$13.2M	6	1.41%	Increased
510	EPCM Eton Park Capital Management New York	$107M	+$108M	1	1.26%	New
511	CAM Capstone Asset Management Houston, Texas	$106M	+$783K	9	3.61%	Increased
512	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$106M	-$62.6M	6	0.85%	Reduced
513	Profund Advisors Bethesda, Maryland	$105M	+$11.2M	8	4.93%	Increased
514	Cincinnati Insurance Fairfield, Ohio	$105M	$0	2	3.78%	Maintained
515	BB&T Securities Richmond, Virginia	$105M	+$3.28M	8	2.46%	Increased
516	CC Colrain Capital Boston, Massachusetts	$105M	+$11M	4	7.82%	Increased
517	SAM Securian Asset Management St Paul, Minnesota	$103M	+$1.42M	8	3.5%	Increased
518	People's United Financial Bridgeport, Connecticut	$103M	-$934K	10	5.48%	Reduced
519	Veritable Wilmington, Delaware	$103M	+$32.6M	9	2.19%	Increased
520	NM Nokota Management New York	$102M	+$45.6M	3	3.08%	Increased
521	EARNEST Partners Atlanta, Georgia	$102M	-$3.41M	2	0.85%	Reduced
522	Capital International Los Angeles, California	$101M	+$22.9M	7	6.29%	Increased
523	MI Markston International White Plains, New York	$101M	+$762K	5	6.17%	Increased
524	Caledonia Investments (Australia) Sydney NSW, Australia	$100M	-$21.3M	1	6.24%	Reduced
525	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$100M	-$5.1M	3	12.8%	Reduced