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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	Carillon Tower Advisers St. Petersburg, Florida	$173M	+$47.4M	6	1.22%	Increased
602	AI ArchPoint Investors Coral Gables, Florida	$172M	-$107K	4	51.53%	Reduced
603	Credit Agricole Montrouge Cedex, France	$171M	-$39.1M	10	9.35%	Reduced
604	Cooperman Leon G	$171M	+$162M	3	10.44%	New
605	Synovus Financial Columbus, Georgia	$171M	-$232K	16	2.77%	Reduced
606	RP Regal Partners Sydney, NSW, Australia	$170M	+$2.05M	1	17.29%	Increased
607	Foresters Investment Management New York	$168M	-$29.1M	8	2.94%	Reduced
608	HAM Honeycomb Asset Management New York	$167M	+$35.8M	3	10.73%	Increased
609	Steward Partners Investment Advisory New York	$166M	-$1.1M	10	7.04%	Reduced
610	Pinnacle Associates New York	$164M	+$302K	11	3.72%	Increased
611	BOK Financial Tulsa, Oklahoma	$164M	+$2.52M	12	3.93%	Increased
612	OC Oakmont Corp Los Angeles, California	$164M	+$55.7K	2	23.07%	Increased
613	Hillhouse Investment Management Grand Cayman, Cayman Islands	$163M	+$64.6M	3	6.81%	Increased
614	Washington Trust Westerly, Rhode Island	$163M	-$1.25M	8	9.13%	Reduced
615	NCMU NAYA Capital Management (UK) London, United Kingdom	$163M	+$71M	1	12.62%	Increased
616	CCM Cadian Capital Management New York	$162M	-$164M	2	6.33%	Reduced
617	PGEBT Pactiv General Employee Benefit Trust Lake Forest, Illinois	$162M	$0	2	15.9%	Maintained
618	South Texas Money Management San Antonio, Texas	$162M	+$37.6M	7	6.96%	Increased
619	Altshuler Shaham Tel Aviv, Israel	$161M	-$19.6M	4	7.35%	Reduced
620	Voloridge Investment Management Jupiter, Florida	$161M	+$22.1M	12	4.84%	Increased
621	OAM Origin Asset Management London, United Kingdom	$160M	+$10.3M	5	13.42%	Increased
622	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$160M	+$31.6M	1	4.27%	Increased
623	Cornerstone Investment Partners Atlanta, Georgia	$160M	-$11.1M	5	7.12%	Reduced
624	Chilton Investment Company Stamford, Connecticut	$160M	-$1.44M	4	5.59%	Reduced
625	Locust Wood Capital Advisers New York	$159M	+$44.3M	4	12.4%	Increased