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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	OA Omega Advisors New York	$319M	+$106K	4	11.91%	Increased
402	Silvercrest Asset Management New York	$318M	-$1.24M	9	3.1%	Reduced
403	MSA Mason Street Advisors Milwaukee, Wisconsin	$318M	+$374K	11	7.27%	Increased
404	OA Oak Associates Akron, Ohio	$317M	-$4.36M	10	22.08%	Reduced
405	Advisors Asset Management Monument, Colorado	$316M	+$12.2M	12	5.3%	Increased
406	SGAM Smith Group Asset Management Dallas, Texas	$316M	-$74M	6	10.4%	Reduced
407	Dorsal Capital Management Redwood City, California	$313M	-$52.1M	3	15.04%	Reduced
408	LCM Lakewood Capital Management New York	$312M	+$72.6M	2	10.13%	Increased
409	Ladenburg Thalmann Financial Services Miami, Florida	$312M	+$23.7M	23	2.91%	Increased
410	TCM Tybourne Capital Management Hong Kong	$311M	-$120M	1	15.34%	Reduced
411	Letko, Brosseau & Associates Montreal, Quebec, Canada	$311M	-$15.6M	7	2.93%	Reduced
412	Mairs & Power Inc St Paul, Minnesota	$310M	+$97M	6	3.83%	Increased
413	DCP Darsana Capital Partners New York	$310M	-$8.62M	1	9.92%	Reduced
414	Holocene Advisors New York	$310M	+$85.6M	5	7%	Increased
415	Rothschild & Co Asset Management US Stamford, Connecticut	$309M	-$13.2M	5	3.44%	Reduced
416	PTC Provident Trust Company Waukesha, Wisconsin	$309M	+$4.82M	3	12.34%	Increased
417	MC Montag & Caldwell Atlanta, Georgia	$309M	-$83.4M	5	11.22%	Reduced
418	Achmea Investment Management Zeist, Netherlands	$307M	+$15.9M	11	10.38%	Increased
419	Comgest Global Investors Paris, France	$306M	-$48.4M	5	6.69%	Reduced
420	Kornitzer Capital Management Shawnee Mission, Kansas	$306M	-$3.74M	10	5.24%	Reduced
421	Williams Jones & Associates New York	$304M	-$51.6M	8	7.06%	Reduced
422	MVIP Mar Vista Investment Partners Los Angeles, California	$303M	-$13.5M	4	12.03%	Reduced
423	Nissay Asset Management Tokyo, Japan	$303M	+$5.79M	12	9.45%	Increased
424	OMERS Administration Corp Toronto, Ontario, Canada	$302M	+$10.8M	7	2.93%	Increased
425	Zevenbergen Capital Investments Edmonds, Washington	$300M	-$9.52M	5	11.54%	Reduced