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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
601	Junto Capital Management New York	$170M	+$50M	3	11.89%	Increased
602	Argent Capital Management St Louis, Missouri	$169M	-$3.07M	5	6.1%	Reduced
603	RBC Europe London, United Kingdom	$169M	+$2.31M	15	19.84%	Increased
604	NF Trinity Capital Central, Hong Kong	$168M	-$20.1M	3	23.04%	Reduced
605	PFU Parus Finance (UK) London, United Kingdom	$168M	+$6.8M	4	32.38%	Increased
606	SIM Sentry Investment Management Stevens Point, Wisconsin	$168M	-$12.6M	10	10.95%	Reduced
607	ARK Investment Management St. Petersburg, Florida	$167M	+$22.7M	5	6.13%	Increased
608	AA Ancient Art Austin, Texas	$167M	-$7.29M	1	31.37%	Reduced
609	Taikang Asset Management (HK) Hong Kong	$167M	-$87.4M	5	18.92%	Reduced
610	JC Joho Capital New York	$165M	$0	1	35.98%	Maintained
611	Winton Group London, United Kingdom	$165M	-$1.86M	11	4.21%	Reduced
612	Madison Investment Holdings Madison, Wisconsin	$163M	-$1.3M	5	2.91%	Reduced
613	Stockbridge Partners Boston, Massachusetts	$163M	-$33.6M	1	6.78%	Reduced
614	LGT Capital Partners Pfaeffikon, Switzerland	$161M	+$903K	4	12.55%	Increased
615	Cadian Capital Management New York	$161M	+$78.9M	3	7.73%	Increased
616	NWQ Investment Management Company Los Angeles, California	$160M	-$39.9M	3	2.88%	Reduced
617	BOK Financial Tulsa, Oklahoma	$160M	+$1.87M	10	4.3%	Increased
618	Saturna Capital Bellingham, Washington	$159M	-$49.8K	6	5.11%	Reduced
619	Clifford Swan Investment Counsel Pasadena, California	$159M	+$1.12M	10	8.87%	Increased
620	Personal Capital Advisors Redwood City, California	$159M	+$3.02M	9	2.23%	Increased
621	Klingenstein Fields & Co New York	$158M	-$7.43M	6	6.01%	Reduced
622	Washington Trust Westerly, Rhode Island	$157M	-$886K	13	8.42%	Reduced
623	Quantitative Investment Management Charlottesville, Virginia	$157M	-$45.8M	9	3.24%	Reduced
624	AI ArchPoint Investors Coral Gables, Florida	$156M	+$1.12M	4	45.08%	Increased
625	BG Bollard Group Boston, Massachusetts	$156M	+$1.07M	9	7.17%	Increased