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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	Confluence Investment Management St. Louis, Missouri	$252M	-$4.53M	7	3.74%	Reduced
627	CC Cederberg Capital London, United Kingdom	$250M	-$27.9M	1	9.2%	Reduced
628	NIM Northeast Investment Management Boston, Massachusetts	$250M	-$447K	8	15.23%	Reduced
629	TP TenCore Partners New York	$250M	+$22.2M	4	48.09%	Increased
630	TP Thunderbird Partners London, United Kingdom	$249M	-$66.8M	2	20.64%	Reduced
631	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$248M	-$3.87M	10	10.82%	Reduced
632	GH GAM Holding Zurich, Switzerland	$248M	+$7.67M	10	14.71%	Increased
633	PCM Prelude Capital Management New York	$247M	+$196M	15	6.28%	Increased
634	Boothbay Fund Management New York	$246M	+$185M	17	9.17%	Increased
635	Nippon Life Global Investors Americas New York	$246M	-$11.7M	3	14.66%	Reduced
636	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$246M	+$21.4M	4	26.51%	Increased
637	DCP Darsana Capital Partners New York	$245M	+$152M	1	6.92%	Increased
638	WCM Investment Management Laguna Beach, California	$245M	+$56M	3	0.67%	Increased
639	Peregrine Capital Management Minneapolis, Minnesota	$245M	+$22.6M	4	4.65%	Increased
640	Coldstream Capital Management Bellevue, Washington	$245M	+$16.7M	7	14.76%	Increased
641	PVH Psagot Value Holdings Tel Aviv, Israel	$245M	-$64.8M	10	5.66%	Reduced
642	OMERS Administration Corp Toronto, Ontario, Canada	$244M	+$99M	3	4.39%	Increased
643	Aristotle Atlantic Partners Sarasota, Florida	$243M	+$1.55M	6	18.79%	Increased
644	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$243M	+$160K	11	3.19%	Increased
645	CC Capital Counsel New York	$241M	+$3.95M	6	14.14%	Increased
646	H Hexavest Montreal, Quebec, Canada	$241M	-$111M	11	9.08%	Reduced
647	Cincinnati Financial Corp Fairfield, Ohio	$241M	$0	2	6.53%	Maintained
648	MC Montag & Caldwell Atlanta, Georgia	$241M	-$4.01M	5	13.27%	Reduced
649	Cresset Asset Management Chicago, Illinois	$240M	-$5.9M	15	3.9%	Reduced
650	Braun Stacey Associates New York	$240M	+$6.79M	4	10.78%	Increased