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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	Impax Asset Management Group London, United Kingdom	$145M	-$14.8M	6	1.88%	Reduced
652	Logan Capital Management Newtown Square, Pennsylvania	$144M	+$1.42M	6	8.5%	Increased
653	TP Thunderbird Partners London, United Kingdom	$143M	$0	1	17.76%	Maintained
654	PEAK6 Investments Chicago, Illinois	$142M	+$47.8M	13	0.95%	Increased
655	Taikang Asset Management (HK) Hong Kong	$142M	-$2.29M	4	16.25%	Reduced
656	Avity Investment Management Greenwich, Connecticut	$142M	+$2.51M	7	16.86%	Increased
657	Intermede Investment Partners London, United Kingdom	$141M	+$5.44M	2	8.37%	Increased
658	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$141M	+$631K	8	6.13%	Increased
659	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$141M	+$645K	5	10.53%	Increased
660	Stephens Inc Little Rock, Arkansas	$141M	+$2.1M	15	3.2%	Increased
661	Chesley Taft & Associates Chicago, Illinois	$141M	+$3.21M	6	11.01%	Increased
662	WI Wafra Inc New York	$141M	-$10.6M	5	4.74%	Reduced
663	BCVI Bain Capital Venture Investors Boston, Massachusetts	$141M	+$40.1K	2	30.55%	Increased
664	Krane Funds Advisors New York	$141M	-$49.1M	3	12.17%	Reduced
665	BBVA USA Bancshares Houston, Texas	$140M	-$97.7K	8	8.45%	Reduced
666	Valiant Capital Management San Francisco, California	$140M	$0	2	11.32%	Maintained
667	MC Maplelane Capital New York	$139M	+$57.2M	5	2.95%	Increased
668	J.L. Bainbridge & Co Sarasota, Florida	$139M	-$2.98M	5	21.06%	Reduced
669	Coldstream Capital Management Bellevue, Washington	$139M	+$10.3M	7	11.55%	Increased
670	Första AP-fonden Stockholm, Sweden	$138M	-$35.4M	2	6.22%	Reduced
671	MFWM Motley Fool Wealth Management Alexandria, Virginia	$138M	+$806K	3	8.67%	Increased
672	OAM Origin Asset Management London, United Kingdom	$138M	-$22M	5	15.39%	Reduced
673	Sachem Head Capital Management New York	$138M	-$177M	1	14.57%	Reduced
674	Salem Investment Counselors Winston Salem, North Carolina	$138M	-$3.9M	13	12.72%	Reduced
675	R.M. Davis Inc Portland, Maine	$138M	+$10.7M	7	4.9%	Increased