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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	Dorsal Capital Management Redwood City, California	$283M	-$120M	3	16.83%	Reduced
527	Third Point New York	$283M	+$283M	1	4.74%	New
528	Norinchukin Bank Tokyo, Japan	$282M	-$47.3M	10	6.08%	Reduced
529	EP Wealth Advisors Torrance, California	$282M	+$15.5M	9	5.08%	Increased
530	CC Cannell & Co New York	$279M	-$36.9M	6	10.03%	Reduced
531	Country Trust Bank Bloomington, Illinois	$277M	-$2.46M	9	8.21%	Reduced
532	Capital Fund Management (CFM) Paris, France	$276M	+$68.2M	6	1.86%	Increased
533	MVIP Mar Vista Investment Partners Los Angeles, California	$276M	+$7.05M	4	12.38%	Increased
534	Crossmark Global Holdings Houston, Texas	$276M	-$14M	16	6.88%	Reduced
535	BCF BLS Capital Fondsmaeglerselskab Klampenborg, Denmark	$276M	+$276M	1	7.9%	New
536	Bridges Investment Management Omaha, Nebraska	$275M	+$2.25M	6	10.08%	Increased
537	Achmea Investment Management Zeist, Netherlands	$275M	-$9.13M	14	9.21%	Reduced
538	Disciplined Growth Investors Minneapolis, Minnesota	$275M	+$1.12M	3	7.03%	Increased
539	CA Cornerstone Advisors Asheville, North Carolina	$274M	$0	4	13.54%	Maintained
540	Stonegate Investment Group Birmingham, Alabama	$274M	+$22.6M	9	11.82%	Increased
541	Perfromance Wealth Partners Hinsdale, Illinois	$273M	-$10.3M	7	16.45%	Reduced
542	ACM Argent Capital Management St Louis, Missouri	$273M	-$7.44M	5	9.81%	Reduced
543	Synovus Financial Columbus, Georgia	$273M	+$4.46M	14	3.11%	Increased
544	Fiduciary Management Inc Milwaukee, Wisconsin	$272M	+$18.9M	1	2.76%	Increased
545	Credit Agricole Montrouge Cedex, France	$272M	-$535M	18	5.62%	Reduced
546	OA Oak Associates Akron, Ohio	$271M	-$4.02M	9	22.77%	Reduced
547	SC SRB Corp Boston, Massachusetts	$271M	+$436K	1	17.16%	Increased
548	Illinois Municipal Retirement Fund Oak Brook, Illinois	$270M	-$1.72M	14	6.06%	Reduced
549	Armistice Capital New York	$269M	+$149M	4	4.69%	Increased
550	TC TownSquare Capital Provo, Utah	$269M	+$821K	13	6.65%	Increased