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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	Advisors Capital Management Ridgewood, New Jersey	$857M	+$490K	9	10.08%	Increased
502	Andra AP-fonden Goteborg, Sweden	$857M	+$457M	16	10.59%	Increased
503	BAMCO Inc New York	$856M	+$40.6M	8	2.32%	Increased
504	Fiduciary Trust Boston, Massachusetts	$856M	-$23.6M	9	9.73%	Reduced
505	Alphinity Investment Management Sydney, Australia	$855M	-$30.7M	2	8.66%	Reduced
506	Crestwood Advisors Group Boston, Massachusetts	$851M	-$47.6M	13	14.18%	Reduced
507	Cable Car Capital San Francisco, California	$840M	+$864M	3	27.96%	Increased
508	KCM Kensico Capital Management Greenwich, Connecticut	$838M	-$104M	3	14.25%	Reduced
509	Capital International Sarl Los Angeles, California	$836M	+$46.3M	10	13.42%	Increased
510	Beacon Pointe Advisors Newport Beach, California	$835M	+$46.4M	16	5.86%	Increased
511	Nearwater Capital Markets Dublin 4, Dublin, Ireland	$832M	-$278M	3	14.22%	Reduced
512	Baupost Group Boston, Massachusetts	$831M	+$264M	2	15.74%	Increased
513	Jefferies Financial Group New York	$821M	+$574M	14	4.2%	Increased
514	Yacktman Asset Management Austin, Texas	$821M	-$42.7M	2	11.49%	Reduced
515	Illinois Municipal Retirement Fund Oak Brook, Illinois	$815M	+$20.3M	17	10.21%	Increased
516	Citizens Financial Group Providence, Rhode Island	$814M	-$12.8M	13	10.92%	Reduced
517	VARA Value Aligned Research Advisors Princeton, New Jersey	$811M	+$491M	8	8.15%	Increased
518	Vaughan Nelson Investment Management Houston, Texas	$809M	-$157M	4	7.9%	Reduced
519	Slate Path Capital New York	$808M	+$299M	2	10.9%	Increased
520	Eastern Bank Boston, Massachusetts	$806M	-$2.63M	18	13.91%	Reduced
521	Tocqueville Asset Management New York	$805M	-$65.3M	12	11.74%	Reduced
522	HA HHLR Advisors Grand Cayman, Cayman Islands	$798M	+$351M	2	25.72%	Increased
523	Mirova US Boston, Massachusetts	$794M	-$123M	3	7.97%	Reduced
524	Chilton Investment Company Stamford, Connecticut	$792M	+$106M	8	16.54%	Increased
525	Crossmark Global Holdings Houston, Texas	$788M	+$105M	19	11.29%	Increased