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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	MC Maplelane Capital New York	$400M	+$102M	3	19.9%	Increased
527	HBK Investments Dallas, Texas	$398M	+$130M	3	2.09%	Increased
528	Illinois Municipal Retirement Fund Oak Brook, Illinois	$398M	+$1.8M	13	7.42%	Increased
529	MVIP Mar Vista Investment Partners Los Angeles, California	$397M	-$12.9M	5	19.03%	Reduced
530	Chilton Investment Company Stamford, Connecticut	$397M	+$6.13M	5	12.65%	Increased
531	Riverbridge Partners Minneapolis, Minnesota	$395M	-$9.51M	5	5.39%	Reduced
532	Stonegate Investment Group Birmingham, Alabama	$392M	+$1.31M	9	14.25%	Increased
533	Crossmark Global Holdings Houston, Texas	$392M	+$6.48M	16	8.88%	Increased
534	Maverick Capital Dallas, Texas	$391M	+$39M	7	8.84%	Increased
535	UBS O'Connor Chicago, Illinois	$389M	+$173M	11	6.92%	Increased
536	Rothschild & Co Wealth Management (UK) London, United Kingdom	$387M	+$5.59M	1	6.81%	Increased
537	O'Shaughnessy Asset Management Stamford, Connecticut	$386M	+$56.6M	16	5.73%	Increased
538	Cincinnati Insurance Fairfield, Ohio	$381M	-$9.4M	1	7.55%	Reduced
539	SAM Securian Asset Management St Paul, Minnesota	$381M	-$60.9M	12	11.37%	Reduced
540	Pinnacle Associates New York	$381M	-$2.44M	12	7.08%	Reduced
541	SCM Silvant Capital Management Atlanta, Georgia	$380M	-$2.91M	7	22.94%	Reduced
542	CC Cannell & Co New York	$379M	+$28.9M	6	12.96%	Increased
543	Phoenix Financial Givatayim, Israel	$379M	+$141M	6	6.94%	Increased
544	KCM Kensico Capital Management Greenwich, Connecticut	$378M	+$63.3M	3	16.03%	Increased
545	Eagle Asset Management St Petersburg, Florida	$377M	-$32.7M	9	2.23%	Reduced
546	Bridges Investment Management Omaha, Nebraska	$374M	-$11.3M	6	13.29%	Reduced
547	Perfromance Wealth Partners Hinsdale, Illinois	$374M	-$4.11M	6	18.18%	Reduced
548	Shelton Capital Management Denver, Colorado	$373M	-$64.7M	10	13.66%	Reduced
549	Iconiq Capital San Francisco, California	$368M	-$185M	7	7.24%	Reduced
550	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$367M	+$201M	17	7.85%	Increased