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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
526	NM Nokota Management New York	$189M	+$131M	3	6.09%	Increased
527	RIM Redpoint Investment Management Sydney, NSW, Australia	$189M	+$8.98M	12	11.03%	Increased
528	WMC Westwood Management Corporation Chicago, Illinois	$189M	-$4.61M	5	29.94%	Reduced
529	Stockbridge Partners Boston, Massachusetts	$188M	+$51.7M	1	8.49%	Increased
530	BAPIM British Airways Pensions Investment Management London, United Kingdom	$187M	+$4.11M	6	8.03%	Increased
531	RA Rovida Advisors Fort Lauderdale, Florida	$185M	+$33M	2	15.33%	Increased
532	GH GAM Holding Zurich, Switzerland	$182M	-$7.09M	13	9.22%	Reduced
533	DCP Darsana Capital Partners New York	$181M	-$26.8M	1	7.58%	Reduced
534	Harvard Management Company Boston, Massachusetts	$180M	+$45.7M	2	37.84%	Increased
535	SC SRB Corp Boston, Massachusetts	$179M	+$286K	3	19%	Increased
536	Bartlett & Co Wealth Management Cincinnati, Ohio	$179M	-$766K	10	7.61%	Reduced
537	Bartlett & Co Cincinnati, Ohio	$179M	-$766K	10	7.62%	Reduced
538	Castleark Management Chicago, Illinois	$179M	+$15.5M	5	7.61%	Increased
539	Douglass Winthrop Advisors New York	$178M	+$4.99M	7	8.86%	Increased
540	Brighton Jones LLC Seattle, Washington	$178M	+$4.62M	8	25.69%	Increased
541	Credit Agricole Montrouge Cedex, France	$177M	+$28.6M	9	10.05%	Increased
542	ANI American National Insurance Galveston, Texas	$177M	+$1.07M	7	10.35%	Increased
543	MNBTD Moody National Bank Trust Division Galveston, Texas	$177M	+$3.84M	11	5.03%	Increased
544	FC Fairpointe Capital Chicago, Illinois	$176M	-$30.5M	4	6.06%	Reduced
545	HI Honeywell International Charlotte, North Carolina	$176M	+$14.4M	4	11.62%	Increased
546	Avalon Investment & Advisory Houston, Texas	$174M	+$36.9M	9	4.49%	Increased
547	CC Cannell & Co New York	$173M	-$10.9M	7	7.59%	Reduced
548	MC Montag & Caldwell Atlanta, Georgia	$173M	-$33.5M	4	9.45%	Reduced
549	PCM Prime Capital Management Hong Kong	$173M	+$41.6M	1	47.59%	Increased
550	Daiwa Securities Group Tokyo, Japan	$172M	-$12.4M	12	1.65%	Reduced