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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	H&H International Investment Palo Alto, California	$288M	-$386M	2	3.64%	Reduced
652	Fiduciary Management Inc Milwaukee, Wisconsin	$288M	+$275M	1	2.12%	New
653	Varma Mutual Pension Insurance Co Helsinki, Finland	$284M	+$36.5M	6	4.21%	Increased
654	Cambridge Trust Cambridge, Massachusetts	$284M	+$17.6M	8	10.69%	Increased
655	Chilton Investment Company Stamford, Connecticut	$284M	+$814K	4	7.15%	Increased
656	GW&K Investment Management Boston, Massachusetts	$283M	+$8.35M	5	2.47%	Increased
657	OAM Origin Asset Management London, United Kingdom	$282M	-$39.3M	4	31.55%	Reduced
658	Schonfeld Strategic Advisors New York	$281M	-$32.8M	16	2.99%	Reduced
659	Scout Investments Kansas City, Missouri	$280M	+$144M	4	4.17%	Increased
660	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$277M	+$14.7M	5	14.5%	Increased
661	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$277M	+$504K	4	14.33%	Increased
662	Argent Capital Management St Louis, Missouri	$275M	-$3.79M	6	8.6%	Reduced
663	Spire Wealth Management Mclean, Virginia	$275M	-$46.2M	23	7.43%	Reduced
664	CA Cornerstone Advisors Asheville, North Carolina	$275M	+$29.8M	4	16.21%	Increased
665	Crawford Investment Counsel Atlanta, Georgia	$274M	+$10.2M	6	5.55%	Increased
666	Meitav Investment House Bene-Beraq, Israel	$274M	+$19.1M	15	7.01%	Increased
667	Meyer Handelman Company Rye Brook, New York	$273M	+$944K	7	10.78%	Increased
668	AEPIP AH Equity Partners III (Parallel) Menlo Park, California	$273M	$0	1	100%	Maintained
669	Bailard Foster City, California	$271M	-$8.04M	10	9.37%	Reduced
670	Valley Forge Capital Management Miami, Florida	$271M	+$256M	1	10.52%	Increased
671	Durable Capital Partners Bethesda, Maryland	$271M	-$74.6M	1	2%	Reduced
672	Cooperman Leon G	$270M	+$3.33M	4	15.17%	Increased
673	CLCM Center Lake Capital Management West Palm Beach, Florida	$269M	-$39.6M	6	38.74%	Reduced
674	GPCM Greenbrier Partners Capital Management Dallas, Texas	$269M	$0	4	24.49%	Maintained
675	EP Wealth Advisors Torrance, California	$269M	+$11.9M	12	7.45%	Increased