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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
426	SW SVB Wealth Boston, Massachusetts	$156M	+$156M	7	5.05%	New
427	TCCM Two Creeks Capital Management New York	$156M	+$158M	2	18.6%	New
428	FTCM Fir Tree Capital Management New York	$154M	+$40.7M	2	1.6%	Increased
429	Welch & Forbes Boston, Massachusetts	$151M	-$1.83M	7	4.44%	Reduced
430	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$150M	-$1.81M	2	4.23%	Reduced
431	TCG Tremblant Capital Group West Palm Beach, Florida	$149M	+$42M	2	7.16%	Increased
432	TBC Tweedy, Browne Co Stamford, Connecticut	$149M	-$377K	1	3.8%	Reduced
433	Perkins Investment Management Chicago, Illinois	$148M	+$53M	5	1.39%	Increased
434	Beutel, Goodman & Co Toronto, Ontario, Canada	$147M	-$1.66M	1	1.31%	Reduced
435	WIM Weitz Investment Management Omaha, Nebraska	$145M	-$75M	3	4.06%	Reduced
436	BB&T Securities Richmond, Virginia	$145M	+$41.2M	8	3.27%	Increased
437	Parallax Volatility Advisers San Francisco, California	$143M	+$58.9M	13	0.42%	Increased
438	AGF Investments Inc Toronto, Ontario, Canada	$143M	-$93.5M	5	1.53%	Reduced
439	Country Trust Bank Bloomington, Illinois	$142M	+$6.34M	5	7.11%	Increased
440	SCA Southpoint Capital Advisors New York	$142M	+$79.3M	2	7.12%	Increased
441	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$141M	-$532K	5	7.03%	Reduced
442	TU TDAM USA Toronto, Ontario, Canada	$141M	-$4.93M	5	5.94%	Reduced
443	GAM GVO Asset Management Zug, Switzerland	$140M	-$104M	1	14.27%	Reduced
444	ROIC Route One Investment Company San Francisco, California	$140M	-$2.48M	2	24.59%	Reduced
445	Candriam SCA Strassen, Luxembourg, Luxembourg	$139M	+$139M	8	2.91%	New
446	NAM NorthCoast Asset Management Greenwich, Connecticut	$139M	+$75.4M	3	6.85%	Increased
447	TCM Tybourne Capital Management Hong Kong	$139M	+$11M	1	13.19%	Increased
448	Wasatch Advisors Salt Lake City, Utah	$139M	-$44.4M	4	1.44%	Reduced
449	Bridgeway Capital Management Houston, Texas	$138M	+$5.81M	7	3.13%	Increased
450	Disciplined Growth Investors Minneapolis, Minnesota	$137M	-$1.25M	2	3.26%	Reduced