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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	Moore Capital Management New York	$577M	+$180M	5	9.21%	Increased
502	Oppenheimer Asset Management New York	$576M	-$93.4M	14	8.44%	Reduced
503	Douglas Lane & Associates New York	$575M	-$18.7M	9	8.13%	Reduced
504	Connectus Wealth Cincinnati, Ohio	$575M	-$124M	7	15.74%	Reduced
505	D.A. Davidson & Co Great Falls, Montana	$573M	+$6.55M	12	5.17%	Increased
506	Oppenheimer & Co New York	$573M	-$2.21M	18	9.51%	Reduced
507	Aristotle Atlantic Partners Sarasota, Florida	$572M	-$12.5M	6	18.66%	Reduced
508	Beacon Pointe Advisors Newport Beach, California	$564M	-$3.89M	16	6.28%	Reduced
509	Nicholas Company Milwaukee, Wisconsin	$564M	+$1.87M	5	9.31%	Increased
510	DF Dent & Co Baltimore, Maryland	$550M	+$15.5M	6	6.72%	Increased
511	ACM Argent Capital Management St Louis, Missouri	$550M	-$9.25M	5	16.02%	Reduced
512	Gabelli Funds Rye, New York	$550M	-$30M	12	4.05%	Reduced
513	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$548M	+$31.6M	7	15.83%	Increased
514	Maryland State Retirement & Pension System Baltimore, Maryland	$544M	+$3.11M	18	10.83%	Increased
515	ROIC Route One Investment Company San Francisco, California	$541M	-$102M	3	19.71%	Reduced
516	London Company of Virginia Richmond, Virginia	$540M	-$86M	3	2.85%	Reduced
517	Advisors Capital Management Ridgewood, New Jersey	$538M	+$34.7M	8	9.85%	Increased
518	Construction & Building Unions Superannuation Fund Melbourne, Australia	$538M	-$11.8M	4	24.1%	Reduced
519	Illinois Municipal Retirement Fund Oak Brook, Illinois	$537M	+$15.6M	15	8.2%	Increased
520	Mirova US Boston, Massachusetts	$532M	-$9.01M	1	7.15%	Reduced
521	Harvard Management Company Boston, Massachusetts	$524M	+$107M	1	32.93%	Increased
522	Kentucky Retirement Systems Frankfort, Kentucky	$520M	-$26.6M	9	15.55%	Reduced
523	Ethic Inc New York	$512M	+$46.7M	17	12.92%	Increased
524	Shelton Capital Management Denver, Colorado	$508M	+$20.7M	12	14.43%	Increased
525	Munro Partners Melbourne, Australia	$504M	-$2.56M	3	18.06%	Reduced