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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
501	Seizert Capital Partners Birmingham, Michigan	$148M	-$23M	6	5.02%	Reduced
502	GTP Global Thematic Partners New York	$147M	+$18.1M	2	3.13%	Increased
503	Capital International Los Angeles, California	$147M	+$373K	8	9.46%	Increased
504	Alpha Wave Global New York	$146M	+$84.8M	2	9.6%	Increased
505	PCM Pennant Capital Management Summit, New Jersey	$146M	+$140M	1	4.16%	New
506	Fiduciary Trust Boston, Massachusetts	$145M	+$17.9M	9	5.13%	Increased
507	Saturna Capital Bellingham, Washington	$145M	-$23.5M	6	4.64%	Reduced
508	DFO Duquesne Family Office New York	$144M	-$76M	4	10.76%	Reduced
509	Truist Financial Charlotte, North Carolina	$144M	-$7.87M	9	3.72%	Reduced
510	Edmond de Rothschild Holding Chambesy, Switzerland	$144M	-$32.6M	14	4.58%	Reduced
511	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$144M	+$46.3M	10	6.56%	Increased
512	HCM Highline Capital Management New York	$142M	-$54.1M	1	6.04%	Reduced
513	DVI Deccan Value Investors Greenwich, Connecticut	$142M	+$16.8M	1	12.46%	Increased
514	Advisors Asset Management Monument, Colorado	$142M	+$19.3M	12	2.36%	Increased
515	CIM Calvert Investment Management Bethesda, Maryland	$142M	+$35.9M	9	6.27%	Increased
516	Williams Jones & Associates New York	$142M	+$6.23M	7	6.6%	Increased
517	OA Oak Associates Akron, Ohio	$142M	-$403K	8	17.33%	Reduced
518	ACP Ashfield Capital Partners San Francisco, California	$141M	-$3M	8	10.19%	Reduced
519	Bartlett & Co Cincinnati, Ohio	$141M	+$7.29M	9	7.06%	Increased
520	MICM Matthews International Capital Management San Francisco, California	$140M	+$15.6M	1	6.24%	Increased
521	Haverford Trust Company Radnor, Pennsylvania	$140M	+$3.08M	7	3.64%	Increased
522	SAM Securian Asset Management St Paul, Minnesota	$140M	+$704K	10	4.02%	Increased
523	BAMCO Inc New York	$140M	+$11.7M	6	0.74%	Increased
524	EPCM Eton Park Capital Management New York	$139M	-$316M	1	1.7%	Reduced
525	BRIM Broad Run Investment Management Arlington, Virginia	$139M	+$20.5K	2	6.94%	Increased