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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	Holocene Advisors New York	$251M	-$94.3M	8	4.04%	Reduced
452	HMP HS Management Partners New York	$247M	+$66.2M	2	8.79%	Increased
453	MIS Morningstar Investment Services Chicago, Illinois	$246M	+$42.3M	5	4.82%	Increased
454	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$245M	+$5.68M	15	5.55%	Increased
455	TIAA FSB Jacksonville, Florida	$244M	+$22.9M	10	1.38%	Increased
456	Beck Mack & Oliver New York	$244M	-$10.2M	6	9.78%	Reduced
457	Jericho Capital Asset Management New York	$243M	+$49.8M	2	24.69%	Increased
458	SSM Sound Shore Management Greenwich, Connecticut	$242M	-$46.1M	2	4.99%	Reduced
459	Sachem Head Capital Management New York	$242M	-$303M	1	14.78%	Reduced
460	Gabelli Funds Rye, New York	$242M	-$2.31M	9	1.66%	Reduced
461	SAM Securian Asset Management St Paul, Minnesota	$240M	+$1.12M	11	6.44%	Increased
462	Congress Asset Management Boston, Massachusetts	$239M	+$165K	6	3.6%	Increased
463	CFM Coronation Fund Managers Cape Town, South Africa	$238M	+$140M	5	11.39%	Increased
464	Comgest Global Investors Paris, France	$237M	-$43M	5	5.86%	Reduced
465	Haverford Trust Company Radnor, Pennsylvania	$235M	-$532K	6	5%	Reduced
466	Truist Financial Charlotte, North Carolina	$234M	+$3.18M	13	4.8%	Increased
467	ROIC Route One Investment Company San Francisco, California	$234M	+$70.2M	2	8.48%	Increased
468	RCW Rheos Capital Works Tokyo, Japan	$231M	$0	3	34.46%	Maintained
469	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$229M	-$30.5M	1	8.29%	Reduced
470	Bradley Foster & Sargent Hartford, Connecticut	$229M	-$10.6M	8	9.23%	Reduced
471	SW SVB Wealth Boston, Massachusetts	$228M	-$8.05M	9	9.74%	Reduced
472	Edmond de Rothschild Holding Chambesy, Switzerland	$227M	+$16.2M	13	7.97%	Increased
473	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$227M	-$3.9M	6	11.46%	Reduced
474	Fiduciary Trust Boston, Massachusetts	$227M	+$349K	9	6.95%	Increased
475	SRIM Saratoga Research & Investment Management Saratoga, California	$224M	-$13.3M	5	17.74%	Reduced