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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	IEQ Capital Foster City, California	$317M	+$137M	15	13.08%	Increased
577	IC Immersion Capital London, United Kingdom	$315M	-$50.7M	2	33.39%	Reduced
578	JC Joho Capital New York	$311M	-$49M	4	48.37%	Reduced
579	AE Wealth Management Topeka, Kansas	$311M	+$11.6M	18	3.14%	Increased
580	MIM Meridiem Investment Management London, United Kingdom	$310M	-$704K	4	12.46%	Reduced
581	Durable Capital Partners Bethesda, Maryland	$308M	-$169M	2	2.61%	Reduced
582	UMB Bank Kansas City, Missouri	$307M	-$5.28M	8	7.51%	Reduced
583	WCM Investment Management Laguna Beach, California	$305M	+$77M	3	0.84%	Increased
584	ACM Alta Capital Management Salt Lake City, Utah	$304M	+$160M	5	9.3%	Increased
585	Abrams Capital Management Boston, Massachusetts	$302M	$0	1	6.8%	Maintained
586	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$302M	+$37.4M	13	12.28%	Increased
587	TIAM TT International Asset Management London, United Kingdom	$301M	-$156M	5	12%	Reduced
588	ROIC Route One Investment Company San Francisco, California	$300M	+$23.3M	3	7.57%	Increased
589	SRIM Saratoga Research & Investment Management Saratoga, California	$300M	-$2.03M	6	15.17%	Reduced
590	IC Inverness Counsel New York	$300M	+$3.37M	7	12.38%	Increased
591	BAPIM British Airways Pensions Investment Management London, United Kingdom	$299M	-$22M	5	11.73%	Reduced
592	Wealthfront Advisers Palo Alto, California	$296M	+$18.7M	9	1.59%	Increased
593	Pinnacle Associates New York	$296M	+$14.2M	15	5.64%	Increased
594	Hyperion Asset Management Brisbane, Australia	$294M	-$14.3M	3	20.45%	Reduced
595	Rothschild & Co Asset Management US Stamford, Connecticut	$293M	-$1.7M	4	3.62%	Reduced
596	New Mexico Educational Retirement Board Santa Fe, New Mexico	$293M	-$882K	11	11.63%	Reduced
597	Amalgamated Bank New York	$292M	-$13.8M	20	10.96%	Reduced
598	FA FDx Advisors Chicago, Illinois	$292M	+$56.2M	14	11.01%	Increased
599	Balyasny Asset Management Chicago, Illinois	$292M	-$384M	13	1.44%	Reduced
600	Brandywine Global Investment Management Philadelphia, Pennsylvania	$289M	-$62M	3	2.18%	Reduced