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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
551	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$420M	+$47.7M	3	14.01%	Increased
552	Trillium Asset Management Boston, Massachusetts	$420M	+$7.02M	6	9.85%	Increased
553	MVP Miller Value Partners Sarasota, Florida	$418M	-$5.02M	4	11.45%	Reduced
554	Alyeska Investment Group Chicago, Illinois	$417M	-$65.4M	11	4.81%	Reduced
555	Kayne Anderson Rudnick Investment Management Los Angeles, California	$417M	-$8.58M	15	0.96%	Reduced
556	Inverness Counsel New York	$414M	-$56.7M	7	15.28%	Reduced
557	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$414M	-$424K	10	7.83%	Reduced
558	AAM Ardevora Asset Management London, United Kingdom	$414M	+$106M	6	4.41%	Increased
559	Orbis Allan Gray Hamilton, Bermuda	$412M	-$561M	5	3.05%	Reduced
560	Country Trust Bank Bloomington, Illinois	$412M	-$41.5M	14	11.16%	Reduced
561	PointState Capital New York	$409M	-$148M	4	6.78%	Reduced
562	Shelton Capital Management Denver, Colorado	$405M	-$17.7M	8	14.34%	Reduced
563	Carson Wealth (CWM LLC) Omaha, Nebraska	$404M	+$408M	31	2.84%	New
564	Cresset Asset Management Chicago, Illinois	$401M	+$68M	18	3.87%	Increased
565	Cetera Advisor Networks El Segundo, California	$399M	+$1.21M	23	4.88%	Increased
566	Eagle Asset Management St Petersburg, Florida	$399M	-$43.7M	6	1.75%	Reduced
567	Ossiam Paris, France	$398M	-$73.6M	10	10.44%	Reduced
568	SI SQN Investors Menlo Park, California	$398M	-$17.8M	4	25.84%	Reduced
569	SC SRB Corp Boston, Massachusetts	$398M	-$2.06M	2	20.79%	Reduced
570	GAM Holding Zurich, Switzerland	$398M	+$1.19M	12	17.73%	Increased
571	MIM Meridiem Investment Management London, United Kingdom	$397M	-$26.8M	4	11.98%	Reduced
572	Laird Norton Wetherby Trust Company Seattle, Washington	$394M	-$7.08M	8	36.84%	Reduced
573	CLCM Center Lake Capital Management West Palm Beach, Florida	$393M	+$54.7M	6	68.96%	Increased
574	Peregrine Capital Management Minneapolis, Minnesota	$392M	+$48.8M	5	7.86%	Increased
575	Coldstream Capital Management Bellevue, Washington	$390M	+$38.1M	11	12.25%	Increased