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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	Abrams Capital Management Boston, Massachusetts	$146M	$0	1	4.1%	Maintained
652	Squarepoint New York	$145M	+$11.6M	14	1.54%	Increased
653	JCM JS Capital Management New York	$145M	-$10.4M	5	30.53%	Reduced
654	TCTC Holdings Dallas, Texas	$145M	-$420K	6	7.85%	Reduced
655	FCI Financial Counselors Inc Overland Park, Kansas	$145M	+$7.72M	9	6.16%	Increased
656	Cannell & Spears New York	$145M	+$168K	6	18.46%	Increased
657	SCCM Schafer Cullen Capital Management New York	$144M	-$3.96M	2	2.11%	Reduced
658	WI Wafra Inc New York	$144M	+$8.68M	5	5.01%	Increased
659	BAM Barrett Asset Management New York	$144M	+$5.96M	9	9.67%	Increased
660	AKO Capital London, United Kingdom	$144M	+$38.6M	1	4.34%	Increased
661	Saturna Capital Bellingham, Washington	$143M	+$62.1K	5	4.19%	Increased
662	J.L. Bainbridge & Co Sarasota, Florida	$143M	-$2.67M	5	21.04%	Reduced
663	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$143M	+$571K	12	7.15%	Increased
664	NS Partners London, United Kingdom	$143M	+$256K	7	13.25%	Increased
665	Zweig-DiMenna Associates New York	$143M	-$29.4M	7	15.88%	Reduced
666	La Financiere de L'Echiquier Paris, France	$142M	-$1.05M	5	23.59%	Reduced
667	Oslo Pensjonsforsikring Oslo,	$142M	+$3.39M	4	29.21%	Increased
668	CA Cornerstone Advisors Asheville, North Carolina	$141M	+$8.15M	3	11.42%	Increased
669	PCM Prime Capital Management Hong Kong	$140M	-$82.9M	1	30.11%	Reduced
670	FA Friess Associates Greenville, Delaware	$140M	+$13.2M	5	10.24%	Increased
671	FI Focused Investors Los Angeles, California	$140M	-$4.15M	1	6.1%	Reduced
672	Salem Investment Counselors Winston Salem, North Carolina	$140M	+$1.28M	10	14.26%	Increased
673	Valiant Capital Management San Francisco, California	$140M	$0	2	12.52%	Maintained
674	Erste Asset Management Vienna, Austria	$139M	+$11.6M	11	7.8%	Increased
675	Avity Investment Management Greenwich, Connecticut	$139M	+$23.9M	7	16.81%	Increased