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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	Oppenheimer & Co New York	$238M	+$9.93M	13	6.12%	Increased
477	Cambridge Investment Research Advisors Fairfield, Iowa	$237M	+$20.9M	15	2.68%	Increased
478	SRIM Saratoga Research & Investment Management Saratoga, California	$237M	+$7.14M	5	17.35%	Increased
479	HCM Hitchwood Capital Management New York	$237M	-$7.32M	4	11.54%	Reduced
480	KM Kylin Management New York	$235M	+$27.9M	1	41.74%	Increased
481	CS Cisco Systems San Jose, California	$233M	-$76.2M	1	36.56%	Reduced
482	NCA Newbrook Capital Advisors New York	$233M	-$37.6M	4	16.94%	Reduced
483	Truist Financial Charlotte, North Carolina	$233M	+$3.17M	11	4.44%	Increased
484	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$233M	+$15.2M	18	3.62%	Increased
485	SAM Securian Asset Management St Paul, Minnesota	$232M	-$66.8K	11	5.96%	Reduced
486	Gabelli Funds Rye, New York	$232M	-$8.88M	10	1.39%	Reduced
487	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$231M	-$85.5K	13	3.2%	Reduced
488	Haverford Trust Company Radnor, Pennsylvania	$230M	-$775K	7	4.6%	Reduced
489	Corvex Management New York	$229M	+$44.7M	3	10.36%	Increased
490	GH GAM Holding Zurich, Switzerland	$229M	-$31.1M	13	8.07%	Reduced
491	SW SVB Wealth Boston, Massachusetts	$229M	-$2.98M	9	8.77%	Reduced
492	Congress Asset Management Boston, Massachusetts	$228M	-$5.05M	5	3.21%	Reduced
493	BAPIM British Airways Pensions Investment Management London, United Kingdom	$228M	-$3.98M	7	8.04%	Reduced
494	HMP HS Management Partners New York	$228M	-$209M	2	7.22%	Reduced
495	RHBC R.H. Bluestein & Co Birmingham, Michigan	$228M	+$10.8M	6	12.48%	Increased
496	Fiduciary Trust Boston, Massachusetts	$228M	-$1.22M	9	7.03%	Reduced
497	LSCM Light Street Capital Management Palo Alto, California	$226M	+$52.6M	4	18.56%	Increased
498	ROIC Route One Investment Company San Francisco, California	$224M	-$72.6M	3	9.62%	Reduced
499	Crossmark Global Holdings Houston, Texas	$224M	-$27.8M	13	5.79%	Reduced
500	BRIM Broad Run Investment Management Arlington, Virginia	$224M	+$2.5M	2	7.26%	Increased