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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
451	River Road Asset Management Louisville, Kentucky	$177M	-$23.6M	2	3.17%	Reduced
452	Iconiq Capital San Francisco, California	$176M	-$236K	2	32.74%	Reduced
453	United Capital Financial Advisors Irving, Texas	$176M	+$2.74M	9	1.94%	Increased
454	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$176M	+$3.04M	4	12.98%	Increased
455	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$176M	-$314M	12	1.09%	Reduced
456	Gabelli Funds Rye, New York	$175M	+$75.4M	7	1.06%	Increased
457	MCM McKinley Capital Management Anchorage, Alaska	$174M	+$55.3M	5	8.42%	Increased
458	SRIM Saratoga Research & Investment Management Saratoga, California	$172M	+$14.2M	4	15.18%	Increased
459	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$172M	+$5.1M	5	12.95%	Increased
460	OMERS Administration Corp Toronto, Ontario, Canada	$171M	+$291K	8	3.8%	Increased
461	FFA First Foundation Advisors Irvine, California	$170M	+$2.96M	7	12.38%	Increased
462	Bradley Foster & Sargent Hartford, Connecticut	$170M	-$2.72M	8	7.9%	Reduced
463	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$169M	+$10.4M	10	3.97%	Increased
464	UBS O'Connor Chicago, Illinois	$168M	+$16M	6	1.68%	Increased
465	Great Lakes Advisors Chicago, Illinois	$164M	+$10.2M	7	4.49%	Increased
466	OCAM Owl Creek Asset Management New York	$164M	+$78.5M	2	8.95%	Increased
467	Select Equity Group New York	$163M	+$42.7M	4	1.37%	Increased
468	Madison Investment Holdings Madison, Wisconsin	$162M	-$9.1M	5	3.44%	Reduced
469	SW SVB Wealth Boston, Massachusetts	$162M	-$2.44M	9	6.6%	Reduced
470	VIM Veritas Investment Management London, United Kingdom	$161M	+$739K	5	31.52%	Increased
471	EC EMS Capital New York	$161M	+$20.7M	3	15.77%	Increased
472	Dorsal Capital Management Redwood City, California	$160M	+$2.67M	3	15.26%	Increased
473	Douglas Lane & Associates New York	$160M	+$153M	6	4.38%	New
474	Daiwa Securities Group Tokyo, Japan	$160M	-$27.5M	12	1.01%	Reduced
475	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$159M	-$503K	6	8.69%	Reduced