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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	TPG GP A Fort Worth, Texas	$323M	+$42.9M	2	4.99%	Increased
527	TCM Tybourne Capital Management Hong Kong	$322M	+$55.7M	5	23.25%	Increased
528	Brookfield Corp Toronto, Ontario, Canada	$320M	+$37.8M	7	1.35%	Increased
529	MVP Miller Value Partners Sarasota, Florida	$319M	-$21.8M	4	16.23%	Reduced
530	Abrams Capital Management Boston, Massachusetts	$319M	$0	1	8.58%	Maintained
531	FA FDx Advisors Chicago, Illinois	$318M	+$133M	10	11.93%	Increased
532	Country Trust Bank Bloomington, Illinois	$317M	+$25M	11	10.03%	Increased
533	Trillium Asset Management Boston, Massachusetts	$315M	+$240M	6	9.66%	Increased
534	Brandywine Global Investment Management Philadelphia, Pennsylvania	$313M	-$10.2M	6	2.72%	Reduced
535	Border to Coast Pensions Partnership Leeds, United Kingdom	$313M	+$66.1M	4	9.7%	Increased
536	Shelton Capital Management Denver, Colorado	$313M	+$7.72M	8	14.06%	Increased
537	Ariel Investments Chicago, Illinois	$311M	+$16.7M	3	3.11%	Increased
538	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$311M	-$4.68M	10	7.11%	Reduced
539	Rafferty Asset Management New York	$310M	-$126M	17	2.85%	Reduced
540	R.M. Davis Inc Portland, Maine	$310M	-$6.87M	7	8.64%	Reduced
541	IVSFI IA Venture Strategies Fund II New York	$306M	$0	1	89.16%	Maintained
542	Carson Wealth (CWM LLC) Omaha, Nebraska	$305M	+$703K	32	2.36%	Increased
543	HMP HS Management Partners New York	$304M	+$58.6M	2	11%	Increased
544	Rothschild & Co Asset Management US Stamford, Connecticut	$304M	-$6.01M	4	4.67%	Reduced
545	Illinois Municipal Retirement Fund Oak Brook, Illinois	$303M	+$114M	15	7.1%	Increased
546	Eagle Asset Management St Petersburg, Florida	$302M	+$3.78M	7	1.89%	Increased
547	Kornitzer Capital Management Shawnee Mission, Kansas	$299M	+$1.92M	10	5.97%	Increased
548	WhitTier Trust Company Reno, Nevada	$298M	+$9.3M	19	12.32%	Increased
549	Mar Vista Investment Partners Los Angeles, California	$298M	-$43.4M	4	12.28%	Reduced
550	TC TownSquare Capital Provo, Utah	$298M	+$35.4M	10	8.46%	Increased