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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	MFWM Motley Fool Wealth Management Alexandria, Virginia	$276M	-$17.1M	3	12.02%	Reduced
652	RegentAtlantic Capital Morristown, New Jersey	$276M	+$7.1M	11	8.37%	Increased
653	Meyer Handelman Company Rye Brook, New York	$276M	-$1.04M	7	11.31%	Reduced
654	Lakewood Capital Management New York	$275M	-$1.51M	3	12.11%	Reduced
655	GPCM Greenbrier Partners Capital Management Dallas, Texas	$274M	$0	4	25.12%	Maintained
656	Beacon Pointe Advisors Newport Beach, California	$273M	+$142M	14	6.74%	Increased
657	TFP Triple Frond Partners San Francisco, California	$273M	+$36.7M	3	29.8%	Increased
658	Thornburg Investment Management Santa Fe, New Mexico	$273M	-$83.4M	6	3.35%	Reduced
659	AAM Ardevora Asset Management London, United Kingdom	$272M	+$53M	4	3.44%	Increased
660	Capital International Los Angeles, California	$271M	-$628K	4	14.78%	Reduced
661	Cambridge Trust Cambridge, Massachusetts	$271M	-$16.8M	8	10.23%	Reduced
662	Barings Charlotte, North Carolina	$271M	-$26.8M	9	6.18%	Reduced
663	LLL Lynrock Lake LP Rye Brook, New York	$270M	-$5.68M	3	16.66%	Reduced
664	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$268M	+$21.1M	11	5.37%	Increased
665	Valley Forge Capital Management Miami, Florida	$266M	+$7.59M	1	10.56%	Increased
666	PIM Platinum Investment Management Sydney Australia 2000, Australia	$265M	+$114M	7	7.47%	Increased
667	Heritage Investors Management Corp Bethesda, Maryland	$263M	+$357K	7	11.05%	Increased
668	Senator Investment Group New York	$263M	-$17.2M	1	4.5%	Reduced
669	CCM Candlestick Capital Management Greenwich, Connecticut	$262M	+$39.6M	3	4.95%	Increased
670	Smith Group Asset Management Dallas, Texas	$262M	-$44.2M	6	13.25%	Reduced
671	Ninety One North America New York	$262M	+$26.1M	5	12.06%	Increased
672	Moore Capital Management New York	$261M	-$64.1M	6	3.98%	Reduced
673	Mogy Joel R Investment Counsel Beverly Hills, California	$260M	+$907K	7	21.33%	Increased
674	RWC Asset Management London, United Kingdom	$260M	-$2.73M	2	7.94%	Reduced
675	Badgley Phelps Wealth Managers Seattle, Washington	$260M	+$269M	5	9.43%	New