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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
576	ACP Arrowgrass Capital Partners London, United Kingdom	$127M	-$57.1M	2	28.21%	Reduced
577	Nomura Holdings Tokyo, Japan	$127M	-$229M	13	0.33%	Reduced
578	SCM Stevens Capital Management Radnor, Pennsylvania	$127M	+$44.7M	10	4.81%	Increased
579	Capital Fund Management (CFM) Paris, France	$127M	-$177M	4	1.06%	Reduced
580	Soros Fund Management New York	$126M	+$57.1M	8	2.55%	Increased
581	Castleark Management Chicago, Illinois	$126M	-$11.3M	5	3.95%	Reduced
582	TCTC Holdings Dallas, Texas	$126M	-$295K	6	7.73%	Reduced
583	Hudson Bay Capital Management Stamford, Connecticut	$126M	+$27.8M	7	1.69%	Increased
584	MIS Morningstar Investment Services Chicago, Illinois	$126M	+$21.4M	5	3.18%	Increased
585	PCM Palestra Capital Management New York	$126M	+$2.85M	2	9.53%	Increased
586	Bridgeway Capital Management Houston, Texas	$126M	+$3.38M	10	1.52%	Increased
587	Starboard Value New York	$126M	+$26.7M	1	3.85%	Increased
588	PFC Poplar Forest Capital Pasadena, California	$126M	-$481K	4	10.33%	Reduced
589	NF Trinity Capital Central, Hong Kong	$125M	$0	2	16.97%	Maintained
590	NA Newport Asia San Francisco, California	$125M	-$40.7K	1	24.48%	Reduced
591	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$124M	$0	8	14.99%	Maintained
592	SH SeaTown Holdings Singapore	$124M	+$3.9M	4	16.62%	Increased
593	Country Trust Bank Bloomington, Illinois	$124M	-$67.7M	5	6.17%	Reduced
594	Junto Capital Management New York	$124M	+$45.1M	3	11.71%	Increased
595	Clifford Swan Investment Counsel Pasadena, California	$123M	-$2.5M	9	7.88%	Reduced
596	Martin Currie Edinburgh, United Kingdom	$123M	+$16.8M	5	10.15%	Increased
597	Sit Investment Associates Minneapolis, Minnesota	$122M	-$95.5K	6	3.04%	Reduced
598	Barings Charlotte, North Carolina	$122M	+$15.6M	11	2.45%	Increased
599	Confluence Investment Management St. Louis, Missouri	$121M	+$4.74M	3	2.7%	Increased
600	River Road Asset Management Louisville, Kentucky	$121M	-$21.7M	2	2.28%	Reduced