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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	Birch Hill Investment Advisors Boston, Massachusetts	$185M	-$2M	6	13.35%	Reduced
577	BOK Financial Tulsa, Oklahoma	$185M	+$7.78M	11	4.46%	Increased
578	Argent Capital Management St Louis, Missouri	$184M	+$402K	4	6.85%	Increased
579	Steward Partners Investment Advisory New York	$184M	+$20.1M	20	6.21%	Increased
580	Credit Agricole Montrouge Cedex, France	$184M	+$5.83M	11	8.93%	Increased
581	Dorsal Capital Management Redwood City, California	$184M	-$27.8M	1	11.12%	Reduced
582	Hexavest Montreal, Quebec, Canada	$184M	-$3.2M	4	2.46%	Reduced
583	NAYA Capital Management (UK) London, United Kingdom	$183M	-$394K	1	14.08%	Reduced
584	Cortland Advisers Wilmington, Delaware	$183M	$0	1	8.36%	Maintained
585	NA Newport Asia San Francisco, California	$181M	-$5.45M	1	51.09%	Reduced
586	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$181M	$0	1	4.46%	Maintained
587	Cooperman Leon G	$181M	+$387K	4	10.74%	Increased
588	AKO Capital London, United Kingdom	$180M	+$28.4M	1	4.39%	Increased
589	HP Hound Partners New York	$180M	-$42.6M	2	11.48%	Reduced
590	Avalon Investment & Advisory Houston, Texas	$180M	-$12M	8	3.97%	Reduced
591	HMI Capital Management San Francisco, California	$179M	$0	1	22.24%	Maintained
592	Clifford Swan Investment Counsel Pasadena, California	$178M	-$2.66M	11	9.24%	Reduced
593	OAM Origin Asset Management London, United Kingdom	$177M	+$40.5M	5	16.25%	Increased
594	CG Cutler Group San Francisco, California	$177M	+$70.8M	19	16.19%	Increased
595	Tiedemann Advisors New York	$176M	+$5.99M	7	8.46%	Increased
596	Chilton Investment Company Stamford, Connecticut	$176M	-$7M	4	5.86%	Reduced
597	Synovus Financial Columbus, Georgia	$174M	+$3.1M	16	2.61%	Increased
598	Regal Partners Sydney, NSW, Australia	$174M	+$7.35M	1	14.9%	Increased
599	Zweig-DiMenna Associates New York	$172M	+$29.1M	9	15.27%	Increased
600	OC Oakmont Corp Los Angeles, California	$172M	$0	2	26.5%	Maintained