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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	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$192M	$0	1	4.09%	Maintained
602	Erste Asset Management Vienna, Austria	$192M	+$18.5M	10	8.49%	Increased
603	Krane Funds Advisors New York	$192M	+$1.72M	3	12.38%	Increased
604	GAM GuardCap Asset Management London, United Kingdom	$191M	+$21.4M	2	11.25%	Increased
605	NFT Nan Fung Trinity Central, Hong Kong, Hong Kong	$190M	+$175M	3	36.41%	New
606	Clifford Swan Investment Counsel Pasadena, California	$188M	-$1.38M	12	9.09%	Reduced
607	Avalon Investment & Advisory Houston, Texas	$188M	-$9.24M	7	3.84%	Reduced
608	NCA Newbrook Capital Advisors New York	$188M	-$37.5M	3	15.65%	Reduced
609	NP NS Partners London, United Kingdom	$188M	+$12M	5	14.95%	Increased
610	HAM HHR Asset Management Berkeley Heights, New Jersey	$187M	-$37.1M	4	17.87%	Reduced
611	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$186M	+$33.7M	4	20.05%	Increased
612	Select Equity Group New York	$186M	-$346M	3	1.17%	Reduced
613	R.M. Davis Inc Portland, Maine	$185M	+$11.1M	7	6.07%	Increased
614	FCI Financial Counselors Inc Overland Park, Kansas	$185M	+$4.35M	9	6.59%	Increased
615	Altimeter Capital Management Boston, Massachusetts	$185M	-$33.7M	3	4.13%	Reduced
616	Associated Banc-Corp Green Bay, Wisconsin	$184M	-$804K	7	9.18%	Reduced
617	Cincinnati Financial Corp Fairfield, Ohio	$184M	$0	2	6.01%	Maintained
618	CT Cambridge Trust Cambridge, Massachusetts	$184M	-$456K	7	9.72%	Reduced
619	TP Thunderbird Partners London, United Kingdom	$183M	-$90.3K	1	29.47%	Reduced
620	GCM Gladstone Capital Management London, United Kingdom	$182M	+$54.7M	3	22.83%	Increased
621	Gotham Asset Management New York	$182M	-$86.1M	9	3.33%	Reduced
622	Carillon Tower Advisers St. Petersburg, Florida	$181M	+$22.4M	6	1.21%	Increased
623	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$181M	+$9.09M	7	13.63%	Increased
624	Hyperion Asset Management Brisbane, Australia	$180M	+$43.9M	3	41.47%	Increased
625	Cannell & Spears New York	$180M	-$3.2M	6	19.26%	Reduced