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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
626	Newbrook Capital Advisors New York	$174M	-$10.8M	2	18.95%	Reduced
627	Alta Capital Management Salt Lake City, Utah	$174M	+$97.6M	7	7.5%	Increased
628	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$173M	+$62.4M	11	2.62%	Increased
629	Oakmont Corp Los Angeles, California	$172M	-$587K	2	31.82%	Reduced
630	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$172M	+$18.7M	9	10.2%	Increased
631	Pactiv General Employee Benefit Trust Lake Forest, Illinois	$172M	$0	1	18.38%	Maintained
632	Cannell & Spears New York	$171M	+$2.77M	7	20.92%	Increased
633	United Services Automobile Association San Antonio, Texas	$171M	+$6.94M	7	2.29%	Increased
634	Harvest Fund Management Beijing, China	$171M	-$15.1M	8	19.63%	Reduced
635	Abrams Capital Management Boston, Massachusetts	$170M	+$34.5M	1	6.7%	Increased
636	Clifford Swan Investment Counsel Pasadena, California	$170M	+$907K	12	10.31%	Increased
637	Park Presidio Capital San Francisco, California	$169M	+$131M	2	20.86%	Increased
638	Hancock Whitney Gulfport, Mississippi	$169M	+$47.6M	8	6.63%	Increased
639	Athanor Capital New York	$169M	-$106M	7	10.96%	Reduced
640	Nippon Life Global Investors Americas New York	$168M	-$5.43M	3	14.72%	Reduced
641	VM Valinor Management New York	$168M	-$47.1M	3	15.07%	Reduced
642	Wealthfront Advisers Palo Alto, California	$168M	+$24.8M	8	1.52%	Increased
643	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$167M	-$68.7M	1	7.46%	Reduced
644	BAM Barrett Asset Management New York	$167M	+$2.2M	8	13.03%	Increased
645	Meyer Handelman Company Rye Brook, New York	$164M	+$1.9M	8	10.08%	Increased
646	Jay A. Fishman Ltd Troy, Michigan	$164M	+$90.5M	5	16.52%	Increased
647	OH Overlook Holdings Tortola, British Virgin Islands	$164M	$0	1	36.97%	Maintained
648	Trillium Asset Management Boston, Massachusetts	$164M	+$11.8M	6	8.59%	Increased
649	AAM Ardevora Asset Management London, United Kingdom	$163M	-$7.96M	5	4.33%	Reduced
650	Northeast Investment Management Boston, Massachusetts	$163M	-$2.42M	8	14.97%	Reduced