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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
651	Meyer Handelman Company Rye Brook, New York	$520M	+$635K	6	14.72%	Increased
652	GIM Generate Investment Management Auckland, New Zealand	$518M	-$83.8M	5	21.31%	Reduced
653	DF Dent & Co Baltimore, Maryland	$517M	-$67.3M	6	9.82%	Reduced
654	Farther Finance Advisors San Francisco, California	$515M	+$45.4M	42	4.02%	Increased
655	Tokio Marine Asset Management Tokyo, Japan	$514M	+$7.8M	14	15.93%	Increased
656	Adams Diversified Equity Fund Baltimore, Maryland	$514M	-$1.18M	7	15.71%	Reduced
657	Marsico Capital Management Denver, Colorado	$512M	-$67.2M	4	13.37%	Reduced
658	Liontrust Investment Partners London, United Kingdom	$511M	+$116M	12	7.51%	Increased
659	BNP Paribas Paris, France	$509M	-$68.9M	13	13.82%	Reduced
660	CC Capital Counsel New York	$508M	-$48.1M	4	19.84%	Reduced
661	AKO Capital London, United Kingdom	$506M	-$191M	2	11.8%	Reduced
662	DP DDD Partners Bellevue, Washington	$506M	-$1.34M	8	31.53%	Reduced
663	Fideuram Asset Management (Ireland) Dublin 1,	$501M	+$457M	17	9.51%	Increased
664	New Mexico Educational Retirement Board Santa Fe, New Mexico	$499M	+$53.5M	14	12.54%	Increased
665	Hancock Whitney Gulfport, Mississippi	$499M	-$269K	11	8.31%	Reduced
666	Birch Hill Investment Advisors Boston, Massachusetts	$497M	-$1.68M	8	20.13%	Reduced
667	Canoe Financial Calgary, Alberta, Canada	$496M	-$23.3M	3	6.14%	Reduced
668	Slate Path Capital New York	$493M	-$503M	2	6.82%	Reduced
669	Parallel Advisors San Francisco, California	$492M	+$3.47M	37	7.5%	Increased
670	Simplex Trading Chicago, Illinois	$490M	-$11.1M	23	0.29%	Reduced
671	Advisory Services Network Atlanta, Georgia	$490M	+$15M	26	5.55%	Increased
672	Abrams Capital Management Boston, Massachusetts	$490M	-$178M	1	8.94%	Reduced
673	Miracle Mile Advisors Los Angeles, California	$489M	+$37.4M	14	5.74%	Increased
674	BGM Burkehill Global Management New York	$489M	+$360M	7	17.64%	Increased
675	Ruffer LLP London, United Kingdom	$488M	+$136M	3	17.26%	Increased