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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	MCM McKinley Capital Management Anchorage, Alaska	$159M	-$13.5M	7	12.93%	Reduced
577	HAM HHR Asset Management Berkeley Heights, New Jersey	$159M	-$33.7M	3	12.03%	Reduced
578	RE RBC Europe London, United Kingdom	$159M	+$4.6M	16	20.72%	Increased
579	Simplex Trading Chicago, Illinois	$159M	-$66.1M	15	0.47%	Reduced
580	WAM World Asset Management Detroit, Michigan	$158M	-$9.14M	14	9.77%	Reduced
581	NA Neuburgh Advisers Los Angeles, California	$158M	-$4.92M	10	6.19%	Reduced
582	Tiedemann Advisors New York	$158M	+$16M	9	8.06%	Increased
583	ACM Argent Capital Management St Louis, Missouri	$157M	-$3.3M	5	7.92%	Reduced
584	NA Newport Asia San Francisco, California	$157M	$0	1	46.4%	Maintained
585	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$156M	-$2.92M	8	3.88%	Reduced
586	Corvex Management New York	$155M	-$73.1M	3	5.78%	Reduced
587	Moore Capital Management New York	$155M	-$123M	3	6.14%	Reduced
588	UMB Bank Kansas City, Missouri	$153M	+$4.93M	7	4.67%	Increased
589	Första AP-fonden Stockholm, Sweden	$153M	+$7.32M	3	7.27%	Increased
590	VIM Veritas Investment Management London, United Kingdom	$152M	-$15.7M	5	18.55%	Reduced
591	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$151M	+$25.8M	3	3.82%	Increased
592	AI ArchPoint Investors Coral Gables, Florida	$151M	+$7.44M	4	52.37%	Increased
593	Appaloosa LP Short Hills, New Jersey	$151M	-$305M	1	7.45%	Reduced
594	QS Investors New York	$150M	-$30.7M	15	1.94%	Reduced
595	CEP Chicago Equity Partners Chicago, Illinois	$149M	-$30.2M	9	6.03%	Reduced
596	Personal Capital Advisors Redwood City, California	$149M	+$5.89M	8	2%	Increased
597	Cornerstone Investment Partners Atlanta, Georgia	$149M	-$11.6M	5	7.29%	Reduced
598	Intermede Investment Partners London, United Kingdom	$148M	-$2.13M	3	11.87%	Reduced
599	Junto Capital Management New York	$148M	-$19.5M	3	10.36%	Reduced
600	EC EMS Capital New York	$147M	+$8.3M	3	13.83%	Increased