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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	AC Athanor Capital New York	$306M	+$55M	13	15.53%	Increased
502	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$306M	+$2.29M	10	14.12%	Increased
503	Baupost Group Boston, Massachusetts	$303M	-$116M	1	3.79%	Reduced
504	MNBTD Moody National Bank Trust Division Galveston, Texas	$303M	+$534K	7	9.46%	Increased
505	Crake Asset Management London, United Kingdom	$303M	+$139M	4	29.68%	Increased
506	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$303M	+$13.7M	8	22.58%	Increased
507	CC Cannell & Co New York	$301M	-$21.5M	7	11.85%	Reduced
508	AIMH AIA Investment Management (HK) Hong Kong	$301M	-$36.4M	1	60.48%	Reduced
509	BAPIM British Airways Pensions Investment Management London, United Kingdom	$301M	-$1.29M	5	13.15%	Reduced
510	Johnson Investment Counsel Cincinnati, Ohio	$299M	+$111M	8	6.05%	Increased
511	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$298M	+$1.39M	16	10.25%	Increased
512	ZCM Ziegler Capital Management Chicago, Illinois	$297M	-$93.8M	7	9.46%	Reduced
513	GH GAM Holding Zurich, Switzerland	$296M	-$9.53M	11	18.39%	Reduced
514	Profund Advisors Bethesda, Maryland	$296M	+$22M	11	16.45%	Increased
515	Riverbridge Partners Minneapolis, Minnesota	$295M	+$6.18M	5	4.63%	Increased
516	Commerzbank Aktiengesellschaft Frankfurt, Germany	$294M	-$328M	6	31.33%	Reduced
517	RHBC R.H. Bluestein & Co Birmingham, Michigan	$293M	-$2.54M	7	16.43%	Reduced
518	WMC Westwood Management Corporation Chicago, Illinois	$291M	+$1.39M	5	30.04%	Increased
519	Castleark Management Chicago, Illinois	$291M	-$3.02M	7	12.66%	Reduced
520	IC Immersion Capital London, United Kingdom	$291M	+$334K	2	30.03%	Increased
521	Crestwood Advisors Group Boston, Massachusetts	$290M	-$7.37M	8	11.62%	Reduced
522	CM Conifer Management New York	$289M	-$320M	2	20%	Reduced
523	Balyasny Asset Management Chicago, Illinois	$289M	-$22.3M	9	2.51%	Reduced
524	Ossiam Paris, France	$288M	-$3.42M	10	18.43%	Reduced
525	Shelton Capital Management Denver, Colorado	$288M	+$5.22M	10	15.85%	Increased