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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	Coldstream Capital Management Bellevue, Washington	$250M	-$36.6M	8	9.72%	Reduced
602	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$249M	+$39.2M	1	5.64%	Increased
603	Meyer Handelman Company Rye Brook, New York	$247M	+$3.74M	7	10.6%	Increased
604	JC Joho Capital New York	$245M	-$36.5M	2	56.1%	Reduced
605	Bridgewater Associates Westport, Connecticut	$245M	-$682M	16	1.04%	Reduced
606	New Mexico Educational Retirement Board Santa Fe, New Mexico	$245M	-$13.2M	12	11.8%	Reduced
607	GAM Holding Zurich, Switzerland	$244M	-$75.4M	10	16.26%	Reduced
608	Gates Foundation Trust Kirkland, Washington	$243M	$0	1	1.37%	Maintained
609	Clifford Swan Investment Counsel Pasadena, California	$242M	+$3.52M	13	10.48%	Increased
610	HHLR Advisors Grand Cayman, Cayman Islands	$240M	+$204M	4	5.15%	Increased
611	Schonfeld Strategic Advisors New York	$240M	+$12.4M	17	2.33%	Increased
612	Saturna Capital Bellingham, Washington	$240M	+$170K	5	5.68%	Increased
613	RWWM Inc Rocklin, California	$240M	-$90.5M	3	31.92%	Reduced
614	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$239M	+$11.8M	5	14.16%	Increased
615	Salem Investment Counselors Winston Salem, North Carolina	$239M	+$4.88M	22	10.88%	Increased
616	Cannell & Spears New York	$238M	-$12.7M	9	21.44%	Reduced
617	Greenwoods Asset Management (HK) Hong Kong	$238M	+$48.4M	3	10.59%	Increased
618	Select Equity Group New York	$238M	+$34.5M	2	0.76%	Increased
619	Capitolis Advisors New York	$237M	-$101M	4	12.41%	Reduced
620	Stock Yards Bank & Trust Louisville, Kentucky	$236M	+$100M	8	9.73%	Increased
621	Inverness Counsel New York	$236M	-$8.29M	7	13.24%	Reduced
622	River Road Asset Management Louisville, Kentucky	$234M	-$37.9M	3	3.28%	Reduced
623	Nippon Life Global Investors Americas New York	$233M	-$3.2M	4	15.09%	Reduced
624	Covington Capital Management Los Angeles, California	$233M	+$46.6M	17	9.45%	Increased
625	Madison Asset Management Madison, Wisconsin	$232M	+$60.5M	7	3.63%	Increased