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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	Zevenbergen Capital Investments Edmonds, Washington	$281M	+$1.42M	6	9.2%	Increased
452	Bradley Foster & Sargent Hartford, Connecticut	$278M	-$1.19M	8	9.21%	Reduced
453	Cardano Risk Management Rotterdam, Netherlands	$278M	+$6.32M	3	66.04%	Increased
454	TBC Tweedy, Browne Co Stamford, Connecticut	$277M	-$1.02M	2	9.79%	Reduced
455	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$273M	-$5.41M	6	11.92%	Reduced
456	Kornitzer Capital Management Shawnee Mission, Kansas	$272M	-$41.7M	10	4.8%	Reduced
457	Edmond de Rothschild Holding Chambesy, Switzerland	$271M	+$2.05M	12	10.21%	Increased
458	Gabelli Funds Rye, New York	$269M	-$3.58M	7	1.73%	Reduced
459	Fiduciary Trust Boston, Massachusetts	$269M	-$1.8M	10	7.05%	Reduced
460	SRIM Saratoga Research & Investment Management Saratoga, California	$267M	+$2.34M	6	16.81%	Increased
461	TCA Taconic Capital Advisors New York	$267M	+$9.9M	3	16.23%	Increased
462	SRS Investment Management New York	$264M	-$15.5M	1	5.65%	Reduced
463	NMC Nine Masts Capital Central, Hong Kong	$264M	+$242M	4	37.82%	Increased
464	Eagle Asset Management St Petersburg, Florida	$262M	-$5.06M	11	1.34%	Reduced
465	Letko, Brosseau & Associates Montreal, Quebec, Canada	$259M	-$1.04M	8	2.61%	Reduced
466	Oppenheimer & Co New York	$259M	-$13.6M	16	7.03%	Reduced
467	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$258M	+$18.9M	2	8.49%	Increased
468	Nicholas Company Milwaukee, Wisconsin	$258M	-$488K	3	5.73%	Reduced
469	Westwood Holdings Group Dallas, Texas	$258M	-$23.2M	7	2.81%	Reduced
470	HCM Hitchwood Capital Management New York	$256M	-$137M	4	4.37%	Reduced
471	Whittier Trust South Pasadena, California	$255M	+$2.74M	16	7.5%	Increased
472	Gofen & Glossberg Chicago, Illinois	$255M	-$4.78M	7	8.74%	Reduced
473	Antipodes Partners Royal Exchange, Australia	$255M	-$4.77M	2	11.7%	Reduced
474	Alyeska Investment Group Chicago, Illinois	$255M	+$86.3M	7	3.29%	Increased
475	Cincinnati Insurance Fairfield, Ohio	$254M	$0	2	6.79%	Maintained