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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
401	Brandywine Global Investment Management Philadelphia, Pennsylvania	$136M	-$84.5M	5	1.35%	Reduced
402	CI Global Investments Oakland, California	$136M	+$24.2M	3	5.13%	Increased
403	TCM Tybourne Capital Management Hong Kong	$135M	+$4.22M	2	16.05%	Increased
404	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$135M	+$5.15M	3	4.1%	Increased
405	RS Investment Management San Francisco, California	$135M	+$44.9M	5	0.88%	Increased
406	PTC Provident Trust Company Waukesha, Wisconsin	$135M	-$75.5M	1	9.67%	Reduced
407	WIM Weitz Investment Management Omaha, Nebraska	$135M	+$2.3M	3	5.08%	Increased
408	Segall Bryant & Hamill Chicago, Illinois	$135M	+$111K	6	3.33%	Increased
409	HI Honeywell International Charlotte, North Carolina	$132M	-$5.71M	5	3.38%	Reduced
410	HL Financial Services Louisville, Kentucky	$132M	+$32.9M	6	4.61%	Increased
411	SGAM Smith Group Asset Management Dallas, Texas	$131M	+$23.9M	8	5.44%	Increased
412	Gabelli Funds Rye, New York	$130M	-$3.2M	5	0.74%	Reduced
413	Federated Hermes Pittsburgh, Pennsylvania	$129M	-$19.9M	10	0.5%	Reduced
414	KCM Kensico Capital Management Greenwich, Connecticut	$129M	+$127M	1	3.2%	New
415	Rothschild & Co Asset Management US Stamford, Connecticut	$128M	-$18M	3	2.8%	Reduced
416	SCGE Management Menlo Park, California	$128M	-$3.11M	3	21.21%	Reduced
417	EPCM Eton Park Capital Management New York	$127M	-$32.8M	1	2.83%	Reduced
418	Appaloosa Management Miami Beach, Florida	$127M	-$90.3M	1	2.02%	Reduced
419	Causeway Capital Management Los Angeles, California	$127M	+$45M	2	10.33%	Increased
420	Wasatch Advisors Salt Lake City, Utah	$126M	-$9.09M	4	1.31%	Reduced
421	Gofen & Glossberg Chicago, Illinois	$125M	-$2.94M	6	6.45%	Reduced
422	HighTower Advisors Chicago, Illinois	$125M	+$9.52M	8	3.13%	Increased
423	Commonwealth Equity Services Waltham, Massachusetts	$123M	-$533K	9	2%	Reduced
424	Wilmington Trust Wilmington, Delaware	$123M	-$1.79M	6	2.15%	Reduced
425	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$123M	+$275K	4	6.97%	Increased