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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	FTCM Fir Tree Capital Management New York	$150M	-$68.6M	2	8.06%	Reduced
652	Abrams Capital Management Boston, Massachusetts	$150M	$0	1	3.96%	Maintained
653	TCTC Holdings Dallas, Texas	$149M	-$478K	6	6.86%	Reduced
654	Cincinnati Financial Corp Fairfield, Ohio	$149M	$0	2	5.78%	Maintained
655	MFWM Motley Fool Wealth Management Alexandria, Virginia	$148M	+$156K	3	9.47%	Increased
656	Associated Banc-Corp Green Bay, Wisconsin	$148M	+$4.83M	6	8.2%	Increased
657	CA Cornerstone Advisors Asheville, North Carolina	$148M	+$42.6M	5	10.64%	Increased
658	General American Investors New York	$148M	$0	4	12.68%	Maintained
659	IFM Investors Melbourne, Australia	$147M	+$19.9M	11	11.19%	Increased
660	SCCM Schafer Cullen Capital Management New York	$147M	-$4.77M	2	1.91%	Reduced
661	BBVA USA Bancshares Houston, Texas	$147M	-$1.27M	8	8.72%	Reduced
662	TAM Telemark Asset Management Boston, Massachusetts	$147M	-$5.26M	4	18.31%	Reduced
663	AAM Ardevora Asset Management London, United Kingdom	$146M	+$1.28M	5	4.06%	Increased
664	IG Ithaka Group Arlington, Virginia	$146M	-$12.7M	4	21.68%	Reduced
665	FI Focused Investors Los Angeles, California	$146M	-$683K	1	5.73%	Reduced
666	Cannell & Spears New York	$146M	-$1.7M	6	17.4%	Reduced
667	FA Friess Associates Greenville, Delaware	$145M	+$12.5M	4	10.12%	Increased
668	Krane Funds Advisors New York	$145M	+$26.7M	3	11.34%	Increased
669	Beutel, Goodman & Co Toronto, Ontario, Canada	$144M	-$11.6M	2	1.04%	Reduced
670	Jasper Ridge Partners Menlo Park, California	$144M	+$7.43M	5	7.88%	Increased
671	Private Advisor Group Morristown, New Jersey	$144M	-$2.21B	14	2.94%	Reduced
672	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$144M	+$4.7M	5	20.25%	Increased
673	Altshuler Shaham Tel Aviv, Israel	$143M	+$30.6M	4	7.55%	Increased
674	WI Wafra Inc New York	$142M	+$4.93M	5	4.84%	Increased
675	BAM Barrett Asset Management New York	$142M	-$9.9M	7	9.21%	Reduced