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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	Great Lakes Advisors Chicago, Illinois	$208M	-$44.5M	7	5.05%	Reduced
627	TC Tairen Capital Hong Kong	$208M	-$167M	2	15.59%	Reduced
628	Krane Funds Advisors New York	$208M	-$48.8M	3	12.45%	Reduced
629	Abrams Capital Management Boston, Massachusetts	$208M	$0	1	6.71%	Maintained
630	LCM Lakewood Capital Management New York	$207M	-$119M	3	8.89%	Reduced
631	Clifford Swan Investment Counsel Pasadena, California	$207M	-$1.91M	12	10.63%	Reduced
632	Bridgewater Associates Westport, Connecticut	$207M	+$140M	4	3.46%	Increased
633	CA Cornerstone Advisors Asheville, North Carolina	$206M	+$1.9M	4	19.25%	Increased
634	MFWM Motley Fool Wealth Management Alexandria, Virginia	$205M	-$1.22M	4	11.67%	Reduced
635	Trillium Asset Management Boston, Massachusetts	$205M	-$560K	6	8.75%	Reduced
636	ACM Alta Capital Management Salt Lake City, Utah	$204M	-$7.44M	6	7.15%	Reduced
637	Aristotle Atlantic Partners Sarasota, Florida	$204M	+$51.4M	6	19.59%	Increased
638	Braun Stacey Associates New York	$203M	+$3.08M	5	11.72%	Increased
639	Glenview Capital Management New York	$203M	-$59.8M	2	5.6%	Reduced
640	IHL Investment House LLC Redondo Beach, California	$203M	+$2.3M	8	17.86%	Increased
641	MCM McKinley Capital Management Anchorage, Alaska	$203M	-$19.5M	6	13.83%	Reduced
642	FI Focused Investors Los Angeles, California	$203M	-$22.3M	1	9.1%	Reduced
643	Meyer Handelman Company Rye Brook, New York	$203M	-$1.61M	8	10.8%	Reduced
644	Cresset Asset Management Chicago, Illinois	$202M	+$29.3M	12	4.44%	Increased
645	SH SeaTown Holdings Singapore	$201M	+$82.2M	5	16.19%	Increased
646	CC Capital Counsel New York	$201M	+$10.6M	6	14.57%	Increased
647	Mirova US Boston, Massachusetts	$201M	+$24.8M	4	17.48%	Increased
648	Salem Investment Counselors Winston Salem, North Carolina	$200M	-$718K	14	16.98%	Reduced
649	TP TenCore Partners New York	$200M	+$12.9M	4	49.47%	Increased
650	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$200M	-$9.13M	8	3.99%	Reduced