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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
651	Oaktree Capital Management Los Angeles, California	$120M	+$5.68M	2	1.79%	Increased
652	Klingenstein Fields & Co New York	$120M	+$15.5M	6	4.61%	Increased
653	Personal Capital Advisors Redwood City, California	$120M	+$6.61M	7	2.33%	Increased
654	TCTC Holdings Dallas, Texas	$119M	-$1.22M	6	7.36%	Reduced
655	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$118M	+$670K	11	5.55%	Increased
656	HLC Hunt Lane Capital New York	$118M	-$706K	2	18.42%	Reduced
657	Barings Charlotte, North Carolina	$118M	-$18.3M	12	2.11%	Reduced
658	Cambiar Investors Denver, Colorado	$118M	-$13.5M	2	1.85%	Reduced
659	MVP Miller Value Partners Sarasota, Florida	$117M	-$1.67M	4	5.03%	Reduced
660	Cannell & Spears New York	$116M	-$732K	5	13.93%	Reduced
661	OP Oldfield Partners London, United Kingdom	$116M	-$41.2M	3	9.34%	Reduced
662	HT HAP Trading New York	$116M	+$26.6M	6	5.51%	Increased
663	SCGE Management Menlo Park, California	$115M	+$1.32M	3	23.92%	Increased
664	Kentucky Retirement Systems Frankfort, Kentucky	$115M	-$5.43M	10	8.67%	Reduced
665	Greenlight Capital New York	$115M	+$28.2M	1	1.83%	Increased
666	Formuepleje A/S Aarhus C, Denmark	$115M	+$11.6M	4	12.59%	Increased
667	AHL Partners London, United Kingdom	$114M	+$28.3M	13	2.03%	Increased
668	Jupiter Asset Management London, United Kingdom	$114M	+$9.9M	4	3.87%	Increased
669	Valiant Capital Management San Francisco, California	$113M	-$26.2M	2	8.66%	Reduced
670	SCM Somerset Capital Management London, United Kingdom	$113M	-$296K	1	28.12%	Reduced
671	Iconiq Capital San Francisco, California	$112M	-$50.8M	5	11.18%	Reduced
672	General American Investors New York	$112M	+$11.4M	4	10.63%	Increased
673	HS Huntington Steele Oaks, Pennsylvania	$112M	-$358K	3	33%	Reduced
674	Synovus Financial Columbus, Georgia	$112M	-$4.66M	9	2.12%	Reduced
675	IHL Investment House LLC Redondo Beach, California	$111M	+$3.72M	8	14.54%	Increased