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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
726	AC Athanor Capital New York	$238M	-$60.2M	8	8.55%	Reduced
727	Aureus Asset Management Boston, Massachusetts	$238M	+$5.86M	6	15.26%	Increased
728	PVH Psagot Value Holdings Tel Aviv, Israel	$236M	-$139M	13	8.47%	Reduced
729	TI Truxt Investmentos Rio De Janeiro, Brazil	$236M	-$39.8M	4	15.71%	Reduced
730	Fullerton Fund Management Singapore	$235M	+$16.4M	6	15.99%	Increased
731	Owl Creek Asset Management New York	$235M	-$19.6M	4	10.77%	Reduced
732	Carnegie Investment Counsel Pepper Pike, Ohio	$234M	+$3.27M	8	8.84%	Increased
733	Hantz Financial Services Southfield, Michigan	$234M	+$7.66M	11	8.58%	Increased
734	Raymond James Trust St. Petersburg, Florida	$234M	-$4.32M	13	7.77%	Reduced
735	Ninety One North America New York	$234M	+$34.1M	5	10.96%	Increased
736	IHL Investment House LLC Redondo Beach, California	$234M	-$4.34M	9	16.42%	Reduced
737	HP Hound Partners New York	$233M	+$47.7M	4	11.28%	Increased
738	Castle Hook Partners New York	$233M	+$140M	3	17.83%	Increased
739	Weitz Investment Management Omaha, Nebraska	$233M	-$15.5M	4	9.82%	Reduced
740	TA Trivest Advisors Hong Kong	$232M	+$211M	5	23.69%	Increased
741	James Hambro & Partners London, United Kingdom	$232M	-$3.89M	5	18.34%	Reduced
742	Boussard & Gavaudan Investment Management London, United Kingdom	$230M	-$5.29M	1	21.86%	Reduced
743	TFP Triple Frond Partners San Francisco, California	$230M	+$7.77M	3	24.89%	Increased
744	Sawgrass Asset Management Ponte Vedra Beach, Florida	$229M	-$37.9M	6	19.81%	Reduced
745	HAM Honeycomb Asset Management New York	$229M	-$193M	5	15.24%	Reduced
746	MassMutual Private Wealth & Trust Windsor, Connecticut	$229M	+$6.43M	14	9.73%	Increased
747	Coldstream Capital Management Bellevue, Washington	$229M	-$22.3M	7	9.21%	Reduced
748	Covington Capital Management Los Angeles, California	$229M	+$595K	17	8.96%	Increased
749	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$228M	-$7.84M	6	7.38%	Reduced
750	Greenwoods Asset Management (HK) Hong Kong	$227M	+$7.69M	5	7.93%	Increased