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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	Stonehage Fleming Financial Services St. Helier, Jersey	$191M	-$7.98M	5	14.46%	Reduced
652	J.L. Bainbridge & Co Sarasota, Florida	$190M	-$5.91M	4	29.54%	Reduced
653	Stephens Inc Little Rock, Arkansas	$190M	-$8.76M	9	3.9%	Reduced
654	F.L. Putnam Investment Management Lynnfield, Massachusetts	$190M	-$5.56M	7	6.9%	Reduced
655	IVSFI IA Venture Strategies Fund II New York	$189M	$0	1	87.56%	Maintained
656	Hosking Partners London, United Kingdom	$188M	-$36.6M	7	7.63%	Reduced
657	Cetera Advisors Denver, Colorado	$188M	-$19.1M	17	3.4%	Reduced
658	United Services Automobile Association San Antonio, Texas	$187M	-$6.48M	9	4.29%	Reduced
659	Northeast Investment Management Boston, Massachusetts	$187M	-$5.07M	7	11.9%	Reduced
660	SH SeaTown Holdings Singapore	$186M	+$35.5M	5	27.5%	Increased
661	Weitz Investment Management Omaha, Nebraska	$185M	+$15.3M	4	10.48%	Increased
662	New Mexico Educational Retirement Board Santa Fe, New Mexico	$184M	-$14.8M	12	9.89%	Reduced
663	Raymond James Trust St. Petersburg, Florida	$184M	-$44.4K	10	6.17%	Reduced
664	Causeway Capital Management Los Angeles, California	$183M	+$32.1M	2	5.31%	Increased
665	Greenleaf Trust Kalamazoo, Michigan	$183M	-$8.42M	13	2.31%	Reduced
666	TFP Triple Frond Partners San Francisco, California	$182M	+$16.6M	3	30.16%	Increased
667	Sound Shore Management Greenwich, Connecticut	$182M	+$26.6M	2	6.83%	Increased
668	Rokos Capital Management (UK) London, United Kingdom	$182M	-$29.6M	4	7.96%	Reduced
669	Mogy Joel R Investment Counsel Beverly Hills, California	$181M	-$2.84M	6	18.13%	Reduced
670	FAM Foxhaven Asset Management Charlottesville, Virginia	$181M	+$7.79M	1	7.71%	Increased
671	LLL Lynrock Lake LP Rye Brook, New York	$180M	+$3.82M	3	8.56%	Increased
672	AAM Ardevora Asset Management London, United Kingdom	$179M	-$83.2M	3	3.06%	Reduced
673	Brinker Capital Investments Berwyn, Pennsylvania	$179M	-$7.54M	12	3.56%	Reduced
674	MP MFN Partners Boston, Massachusetts	$178M	-$28.5M	1	7.86%	Reduced
675	MUFG Securities EMEA London, United Kingdom	$178M	+$41.3M	7	2.92%	Increased