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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	CC Capital Counsel New York	$272M	+$400K	6	15.14%	Increased
627	Trillium Asset Management Boston, Massachusetts	$271M	+$19M	6	8.57%	Increased
628	Great Lakes Advisors Chicago, Illinois	$269M	+$24.7M	7	4.35%	Increased
629	GH GAM Holding Zurich, Switzerland	$269M	+$9.2M	9	12.49%	Increased
630	OC Oakmont Corp Los Angeles, California	$269M	$0	4	23.6%	Maintained
631	KFM KG Funds Management New York	$268M	+$35.5M	4	31.17%	Increased
632	Davidson Kempner Capital Management New York	$268M	-$73.6M	4	2.67%	Reduced
633	TP TenCore Partners New York	$267M	+$1.09M	4	47.65%	Increased
634	Disciplined Growth Investors Minneapolis, Minnesota	$266M	+$13.6M	2	5.39%	Increased
635	CLCM Center Lake Capital Management West Palm Beach, Florida	$265M	+$135M	8	49.09%	Increased
636	Cresset Asset Management Chicago, Illinois	$264M	+$21.1M	15	4.17%	Increased
637	AC Athanor Capital New York	$264M	-$146M	11	6.11%	Reduced
638	TI TRG Investments Richmond, Virginia	$262M	-$149M	1	100%	Reduced
639	SGAM Smith Group Asset Management Dallas, Texas	$262M	-$13.9M	5	13.87%	Reduced
640	MFWM Motley Fool Wealth Management Alexandria, Virginia	$260M	+$43.9K	4	11.69%	Increased
641	NIM Northeast Investment Management Boston, Massachusetts	$257M	-$4.03M	8	15.18%	Reduced
642	CK Cohen Klingenstein New York	$257M	+$40.5M	8	11.84%	Increased
643	LCM Lakewood Capital Management New York	$256M	+$53.6M	2	10.85%	Increased
644	BAM Barrett Asset Management New York	$255M	-$2.6M	9	12.69%	Reduced
645	Busey Bank Urbana, Illinois	$255M	+$8.71M	7	12.81%	Increased
646	Cincinnati Financial Corp Fairfield, Ohio	$255M	$0	2	6.62%	Maintained
647	GW&K Investment Management Boston, Massachusetts	$254M	+$10.6M	4	2.34%	Increased
648	Clifford Swan Investment Counsel Pasadena, California	$252M	+$1.58M	12	10.35%	Increased
649	PIM Platinum Investment Management Sydney Australia 2000, Australia	$250M	-$30.8M	7	5.59%	Reduced
650	Salem Investment Counselors Winston Salem, North Carolina	$250M	+$2.69M	15	15.28%	Increased