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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
601	Onex Canada Asset Management Toronto, Ontario, Canada	$120M	-$4.86M	5	10.55%	Reduced
602	Shelton Capital Management Denver, Colorado	$120M	+$6.78M	10	8.3%	Increased
603	Cambridge Trust Cambridge, Massachusetts	$120M	-$2.16M	7	7.94%	Reduced
604	Capital International Inc Los Angeles, California	$119M	-$5.15M	8	14.5%	Reduced
605	WMC Westwood Management Corporation Chicago, Illinois	$119M	-$2.17M	5	20.12%	Reduced
606	WesBanco Bank Wheeling, West Virginia	$119M	+$11.7M	9	6.58%	Increased
607	Aristeia Capital Greenwich, Connecticut	$119M	+$61.8M	2	9.35%	Increased
608	PC Passport Capital San Francisco, California	$119M	+$41.7M	4	8.78%	Increased
609	TDAM USA Toronto, Ontario, Canada	$118M	-$157K	7	5.97%	Reduced
610	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$117M	-$33.6M	7	2.8%	Reduced
611	Altimeter Capital Management Boston, Massachusetts	$117M	+$10.7M	4	5.49%	Increased
612	Douglass Winthrop Advisors New York	$117M	+$1.87M	6	7.28%	Increased
613	OP Oldfield Partners London, United Kingdom	$116M	-$16.4M	2	10.51%	Reduced
614	SC SRB Corp Boston, Massachusetts	$116M	$0	2	16.41%	Maintained
615	Gotham Asset Management New York	$114M	-$73.7M	8	1.45%	Reduced
616	Coronation Fund Managers Cape Town, South Africa	$114M	-$720K	3	3.95%	Reduced
617	Newbrook Capital Advisors New York	$114M	+$48.8M	2	10.24%	Increased
618	Impax Asset Management Portsmouth, New Hampshire	$114M	+$8.93M	5	6.36%	Increased
619	TAM Telemark Asset Management Boston, Massachusetts	$114M	+$12.9M	6	26.77%	Increased
620	Westchester Capital Management (New York) Valhalla, New York	$114M	+$7.25M	1	3.12%	Increased
621	Advisor Group Phoenix, Arizona	$113M	+$10.6M	20	2.29%	Increased
622	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$113M	+$6.67M	11	1.24%	Increased
623	Banco Santander Madrid, Spain	$113M	+$26.6M	7	2.91%	Increased
624	WestEnd Advisors Charlotte, North Carolina	$113M	-$15.4M	2	9.43%	Reduced
625	ICP Indus Capital Partners New York	$112M	-$9.8M	1	14.8%	Reduced