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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	MC Metropolis Capital Amersham, United Kingdom	$471M	-$22.1M	3	16.86%	Reduced
552	AKO Capital London, United Kingdom	$470M	+$1.08M	1	6.67%	Increased
553	DFO Duquesne Family Office New York	$468M	-$18.7M	1	10.67%	Reduced
554	Madison Asset Management Madison, Wisconsin	$466M	+$13.4M	8	5.73%	Increased
555	Kodai Capital Management Chicago, Illinois	$464M	-$512M	7	10.84%	Reduced
556	Adams Diversified Equity Fund Baltimore, Maryland	$460M	+$8.15M	4	16.35%	Increased
557	HA HHLR Advisors Grand Cayman, Cayman Islands	$459M	-$83.6M	4	9.97%	Reduced
558	MVIP Mar Vista Investment Partners Los Angeles, California	$457M	-$6.8M	5	19.96%	Reduced
559	Tidal Investments Milwaukee, Wisconsin	$457M	+$37M	22	7.54%	Increased
560	Bridges Investment Management Omaha, Nebraska	$454M	-$12.2M	6	14.18%	Reduced
561	SAMH Shanda Asset Management Holdings Tortola,, British Virgin Islands	$453M	+$71.5M	1	33.68%	Increased
562	Baupost Group Boston, Massachusetts	$450M	+$1.17M	1	12.34%	Increased
563	KCM Kensico Capital Management Greenwich, Connecticut	$449M	-$32.9M	3	14.79%	Reduced
564	SC SRB Corp Boston, Massachusetts	$449M	-$6.36M	3	24.86%	Reduced
565	Glenview Trust Louisville, Kentucky	$448M	+$9.13M	7	9.62%	Increased
566	Clark Capital Management Group Philadelphia, Pennsylvania	$446M	+$14M	8	3.32%	Increased
567	R.M. Davis Inc Portland, Maine	$446M	+$3.34M	7	9.33%	Increased
568	Disciplined Growth Investors Minneapolis, Minnesota	$444M	+$49.6K	3	8.11%	Increased
569	Country Trust Bank Bloomington, Illinois	$444M	-$13.7M	9	11.52%	Reduced
570	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$443M	-$18.1M	9	15.63%	Reduced
571	Envestnet Portfolio Solutions Chicago, Illinois	$440M	+$53.7M	13	1.65%	Increased
572	Atria Investments Charlotte, North Carolina	$439M	+$7.87M	9	6.04%	Increased
573	Busey Bank Urbana, Illinois	$438M	+$9.67M	6	15.53%	Increased
574	Advisors Asset Management Monument, Colorado	$434M	-$9.63M	16	8.33%	Reduced
575	Coldstream Capital Management Bellevue, Washington	$433M	+$4.64M	10	11%	Increased