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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	Saturna Capital Bellingham, Washington	$304M	+$9.9M	5	5.45%	Increased
652	CA Cornerstone Advisors Asheville, North Carolina	$304M	$0	4	16.51%	Maintained
653	Castleark Management Chicago, Illinois	$304M	+$69.2M	8	11.17%	Increased
654	MSM Mayfield Select Management Menlo Park, California	$303M	+$289M	1	92.2%	New
655	Causeway Capital Management Los Angeles, California	$302M	-$73.5M	3	6.63%	Reduced
656	Brinker Capital Investments Berwyn, Pennsylvania	$301M	+$38M	15	4.38%	Increased
657	Capital International Los Angeles, California	$301M	+$1.72M	5	15.29%	Increased
658	CK Cohen Klingenstein New York	$301M	-$15.6M	9	11.89%	Reduced
659	Hantz Financial Services Southfield, Michigan	$300M	+$22.8M	12	8.65%	Increased
660	Stephens Inc Little Rock, Arkansas	$300M	-$5.74M	13	4.54%	Reduced
661	Sculptor Capital New York	$298M	-$527M	5	2.53%	Reduced
662	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$298M	-$3.89M	5	31.26%	Reduced
663	Makena Capital Management Menlo Park, California	$296M	+$170M	6	33.42%	Increased
664	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$295M	+$15.5M	7	13.95%	Increased
665	Varma Mutual Pension Insurance Co Helsinki, Finland	$294M	+$9.38M	6	4.27%	Increased
666	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$293M	-$2.41M	12	5.64%	Reduced
667	Graham Holdings Company Arlington, Virginia	$293M	+$293M	1	36.48%	New
668	GPCM Greenbrier Partners Capital Management Dallas, Texas	$293M	$0	4	25.22%	Maintained
669	Badgley Phelps Wealth Managers Seattle, Washington	$293M	+$3.92M	5	9.51%	Increased
670	Penserra Capital Management Orinda, California	$291M	-$6.53M	23	6.23%	Reduced
671	Mogy Joel R Investment Counsel Beverly Hills, California	$291M	+$3.24M	6	20.79%	Increased
672	Heritage Investors Management Corp Bethesda, Maryland	$290M	-$956K	8	11.27%	Reduced
673	Cooperman Leon G	$290M	-$14.8M	3	14.56%	Reduced
674	CCM Candlestick Capital Management Greenwich, Connecticut	$289M	+$1.22M	4	4.26%	Increased
675	RWC Asset Management London, United Kingdom	$288M	+$1.72M	2	7.98%	Increased