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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	Gabelli Funds Rye, New York	$260M	+$16.5M	10	1.54%	Increased
477	ROIC Route One Investment Company San Francisco, California	$257M	+$13.7M	3	9.92%	Increased
478	Nicholas Company Milwaukee, Wisconsin	$257M	-$13.7M	4	6.01%	Reduced
479	JP Jana Partners New York	$256M	+$259M	4	6.79%	New
480	Marshall Wace London, United Kingdom	$256M	+$56.6M	12	3.83%	Increased
481	SRIM Saratoga Research & Investment Management Saratoga, California	$255M	+$15.6M	5	18.29%	Increased
482	Discovery Capital Management South Norwalk, Connecticut	$254M	-$55.6M	5	13.76%	Reduced
483	Envestnet Asset Management Chicago, Illinois	$253M	+$76.8M	16	0.58%	Increased
484	Harvest Fund Management Beijing, China	$253M	-$12.1M	7	40.16%	Reduced
485	SAM Securian Asset Management St Paul, Minnesota	$252M	-$2.24K	11	6.25%	Reduced
486	AI AIA International Hong Kong	$252M	+$5.93M	1	68.62%	Increased
487	SW SVB Wealth Boston, Massachusetts	$251M	+$5.18M	9	9.64%	Increased
488	HCM Hitchwood Capital Management New York	$250M	-$8.62M	4	7.85%	Reduced
489	Truist Financial Charlotte, North Carolina	$249M	-$900K	11	4.73%	Reduced
490	GH GAM Holding Zurich, Switzerland	$247M	+$11.9M	13	8.58%	Increased
491	Oppenheimer & Co New York	$244M	-$12.1M	14	6.62%	Reduced
492	Fiduciary Trust Boston, Massachusetts	$243M	-$3.63M	9	7.35%	Reduced
493	HAM HHR Asset Management Berkeley Heights, New Jersey	$240M	+$6.61M	3	12.86%	Increased
494	Country Trust Bank Bloomington, Illinois	$240M	+$19.6M	10	10.31%	Increased
495	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$239M	-$8.54M	19	3.57%	Reduced
496	Kayne Anderson Rudnick Investment Management Los Angeles, California	$236M	+$2.36M	6	1.51%	Increased
497	GC GMT Capital Atlanta, Georgia	$235M	-$61.8M	3	5.6%	Reduced
498	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$234M	+$25.4M	12	5.57%	Increased
499	Haverford Trust Company Radnor, Pennsylvania	$233M	-$6.28M	7	4.61%	Reduced
500	Corvex Management New York	$232M	-$18M	3	11.13%	Reduced