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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
476	FTCM Fir Tree Capital Management New York	$232M	$0	2	6.26%	Maintained
477	HM Payson & Co Portland, Maine	$229M	-$1.82M	7	9.21%	Reduced
478	SRIM Saratoga Research & Investment Management Saratoga, California	$228M	-$8.48M	5	15.99%	Reduced
479	BRIM Broad Run Investment Management Arlington, Virginia	$225M	-$534K	2	7.25%	Reduced
480	Country Trust Bank Bloomington, Illinois	$224M	-$13.3M	9	9.65%	Reduced
481	HAM Honeycomb Asset Management New York	$224M	+$69.6M	6	28.12%	Increased
482	Haverford Trust Company Radnor, Pennsylvania	$223M	-$1.39M	7	4.37%	Reduced
483	CCM Criterion Capital Management San Francisco, California	$223M	-$124M	4	13.4%	Reduced
484	Gabelli Funds Rye, New York	$222M	+$4.44M	10	1.28%	Increased
485	Profund Advisors Bethesda, Maryland	$222M	+$1.31M	13	8.56%	Increased
486	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$220M	+$12.7M	15	1.4%	Increased
487	Harvest Fund Management Beijing, China	$219M	+$14.2M	5	34.92%	Increased
488	SW SVB Wealth Boston, Massachusetts	$219M	-$7.11M	9	8.25%	Reduced
489	AI AIA International Hong Kong	$219M	+$228M	1	58.15%	New
490	HAM HHR Asset Management Berkeley Heights, New Jersey	$219M	+$48.1M	3	12.22%	Increased
491	QIM Quantitative Investment Management Charlottesville, Virginia	$219M	+$141M	7	3.22%	Increased
492	BAPIM British Airways Pensions Investment Management London, United Kingdom	$218M	-$195M	7	6.9%	Reduced
493	Mairs & Power Inc St Paul, Minnesota	$217M	-$6.79M	6	2.52%	Reduced
494	WIM Weitz Investment Management Omaha, Nebraska	$217M	+$5.83M	5	9.04%	Increased
495	SAM Securian Asset Management St Paul, Minnesota	$217M	+$2.12M	11	5.36%	Increased
496	Truist Financial Charlotte, North Carolina	$216M	-$2.34M	11	4.05%	Reduced
497	Holocene Advisors New York	$216M	+$209M	5	5.46%	New
498	Fiduciary Trust Boston, Massachusetts	$216M	+$452K	9	6.41%	Increased
499	FFA First Foundation Advisors Irvine, California	$215M	-$1.67M	8	11.62%	Reduced
500	PHS PFM Health Sciences San Francisco, California	$215M	-$176M	5	5.09%	Reduced