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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
576	Regal Partners Sydney, NSW, Australia	$182M	+$1.16M	1	15.41%	Increased
577	Birch Hill Investment Advisors Boston, Massachusetts	$182M	-$1.53M	6	13.44%	Reduced
578	Hexavest Montreal, Quebec, Canada	$181M	-$43.2M	5	2.4%	Reduced
579	OC Oakmont Corp Los Angeles, California	$178M	$0	2	27.1%	Maintained
580	Clifford Swan Investment Counsel Pasadena, California	$178M	-$566K	11	9.36%	Reduced
581	Munro Partners Melbourne, Australia	$178M	+$16.4M	4	30.49%	Increased
582	Pinnacle Associates New York	$177M	+$5.14M	14	4.15%	Increased
583	PCM Palestra Capital Management New York	$177M	-$157M	1	5.14%	Reduced
584	MVP Miller Value Partners Sarasota, Florida	$177M	+$30.2M	4	6.72%	Increased
585	Chilton Investment Company Stamford, Connecticut	$176M	-$4.41M	4	5.79%	Reduced
586	Foresters Investment Management New York	$176M	+$3.53M	8	3.15%	Increased
587	Kovitz Investment Group Partners Chicago, Illinois	$174M	+$4.42M	9	5.5%	Increased
588	La Financiere de L'Echiquier Paris, France	$174M	+$24.4M	4	25.42%	Increased
589	BOK Financial Tulsa, Oklahoma	$174M	+$2.77M	12	4.17%	Increased
590	Credit Agricole Montrouge Cedex, France	$173M	-$1.42M	9	9.17%	Reduced
591	Tiedemann Advisors New York	$171M	-$22.6M	7	8.56%	Reduced
592	Altimeter Capital Management Boston, Massachusetts	$170M	-$18.4M	5	4.65%	Reduced
593	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$169M	-$14.2M	14	1.64%	Reduced
594	TI TRG Investments Richmond, Virginia	$169M	$0	1	36.01%	Maintained
595	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$168M	+$239K	6	3.11%	Increased
596	South Texas Money Management San Antonio, Texas	$168M	-$4.39M	7	7.16%	Reduced
597	Private Advisor Group Morristown, New Jersey	$168M	+$10.3M	13	3.03%	Increased
598	Synovus Financial Columbus, Georgia	$167M	-$10.9M	16	2.51%	Reduced
599	Argent Capital Management St Louis, Missouri	$167M	-$1.66M	4	6.38%	Reduced
600	Locust Wood Capital Advisers New York	$167M	-$58.5K	4	12.31%	Reduced