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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
526	WMC Westwood Management Corporation Chicago, Illinois	$215M	-$304K	5	28.67%	Reduced
527	Zacks Investment Management Chicago, Illinois	$215M	+$11.6M	8	4.67%	Increased
528	Welch & Forbes Boston, Massachusetts	$215M	-$3.69M	11	5.55%	Reduced
529	MIS Morningstar Investment Services Chicago, Illinois	$214M	+$3.52M	5	4.03%	Increased
530	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$213M	-$3.68M	7	10.51%	Reduced
531	BTP Bloom Tree Partners New York	$213M	+$42.3M	3	22.35%	Increased
532	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$212M	-$20.7M	2	22.58%	Reduced
533	HBK Investments Dallas, Texas	$212M	+$4.07M	7	1.39%	Increased
534	Whittier Trust South Pasadena, California	$211M	-$5.97M	15	6.97%	Reduced
535	FFA First Foundation Advisors Irvine, California	$210M	-$24M	8	12.35%	Reduced
536	PineBridge Investments New York	$209M	+$26.1M	12	5.14%	Increased
537	KM Kylin Management New York	$208M	-$30.2M	1	32.1%	Reduced
538	NIMI Natixis Investment Managers International Paris, France	$206M	+$16.1M	11	11.33%	Increased
539	NA Newport Asia San Francisco, California	$206M	+$4.27M	1	37.01%	Increased
540	HP Hound Partners New York	$205M	+$202M	1	4.91%	New
541	PIA Piedmont Investment Advisors Durham, North Carolina	$205M	-$238M	14	9.85%	Reduced
542	Cincinnati Insurance Fairfield, Ohio	$204M	$0	2	6.11%	Maintained
543	BAPIM British Airways Pensions Investment Management London, United Kingdom	$203M	-$40.6M	7	7.94%	Reduced
544	Castle Hook Partners New York	$203M	+$111M	3	7.15%	Increased
545	Confluence Investment Management St. Louis, Missouri	$201M	-$1.72M	7	3.54%	Reduced
546	D.A. Davidson & Co Great Falls, Montana	$201M	+$3.57M	14	3.94%	Increased
547	Douglass Winthrop Advisors New York	$200M	+$25.9M	7	9.01%	Increased
548	Riverbridge Partners Minneapolis, Minnesota	$200M	-$6.71M	5	3.6%	Reduced
549	TAM Tiverton Asset Management Wilimington, Delaware	$199M	+$10M	10	10.01%	Increased
550	MCM McKinley Capital Management Anchorage, Alaska	$199M	-$34.1M	6	12.87%	Reduced