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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
551	Corvex Management New York	$391M	-$56.9M	3	24.71%	Reduced
552	Phoenix Financial Givatayim, Israel	$391M	+$24.5M	9	6.57%	Increased
553	GH GAM Holding Zurich, Switzerland	$391M	+$7.38M	12	19.37%	Increased
554	Rothschild & Co Asset Management US Stamford, Connecticut	$390M	+$33.6M	4	4.99%	Increased
555	TPG GP A Fort Worth, Texas	$387M	+$232M	2	4.79%	Increased
556	Walleye Trading New York	$386M	+$107M	21	1.23%	Increased
557	Soros Fund Management New York	$382M	+$33.3M	3	5.82%	Increased
558	Country Trust Bank Bloomington, Illinois	$378M	-$10M	12	10.58%	Reduced
559	IVMX Institutional Venture Management XVI Menlo Park, California	$378M	$0	1	42.6%	Maintained
560	Kayne Anderson Rudnick Investment Management Los Angeles, California	$378M	-$19.6M	13	1%	Reduced
561	Martingale Asset Management Boston, Massachusetts	$377M	-$42.5M	9	5.65%	Reduced
562	Connectus Wealth Cincinnati, Ohio	$375M	-$42.7M	10	11.87%	Reduced
563	SRIM Saratoga Research & Investment Management Saratoga, California	$375M	+$17.5M	6	16.32%	Increased
564	Pinnacle Associates New York	$373M	+$13.4M	13	6.61%	Increased
565	WhitTier Trust Company Reno, Nevada	$372M	+$18.1M	17	13.49%	Increased
566	Disciplined Growth Investors Minneapolis, Minnesota	$372M	+$5.52M	4	8.06%	Increased
567	Samlyn Capital New York	$371M	+$230M	2	5.34%	Increased
568	IC Immersion Capital London, United Kingdom	$368M	$0	2	49.46%	Maintained
569	Peregrine Capital Management Minneapolis, Minnesota	$368M	+$1.72M	6	8.71%	Increased
570	Trillium Asset Management Boston, Massachusetts	$368M	-$26.3M	6	9.78%	Reduced
571	Synovus Financial Columbus, Georgia	$367M	-$182K	14	3.89%	Reduced
572	Eagle Asset Management St Petersburg, Florida	$367M	+$606K	7	1.88%	Increased
573	CC Capital Counsel New York	$364M	+$1.06M	5	17.27%	Increased
574	Laird Norton Wetherby Trust Company Seattle, Washington	$362M	+$351K	8	32.97%	Increased
575	AC Alleghany Corporation New York	$361M	+$14.5M	3	11.4%	Increased