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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
676	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$485M	-$78.4M	4	35.89%	Reduced
677	GQG Partners Ft. Lauderdale, Florida	$485M	+$517M	4	0.9%	Increased
678	Chilton Capital Management Houston, Texas	$484M	+$26M	8	15.29%	Increased
679	MFAM Motley Fool Asset Management Alexandria, Virginia	$484M	+$20.4M	9	18.67%	Increased
680	Atria Investments Charlotte, North Carolina	$483M	-$21.4M	18	4.84%	Reduced
681	MC Metropolis Capital Amersham, United Kingdom	$483M	+$51.1M	1	13.99%	Increased
682	Callan Family Office Radnor, Pennsylvania	$482M	+$7.35M	20	9.43%	Increased
683	Frontier Capital Management Boston, Massachusetts	$482M	+$68M	8	4.49%	Increased
684	GPCM Greenbrier Partners Capital Management Dallas, Texas	$478M	-$37.8M	4	35.84%	Reduced
685	Kornitzer Capital Management Shawnee Mission, Kansas	$478M	+$2.34M	11	9.97%	Increased
686	London Company of Virginia Richmond, Virginia	$473M	-$31.4M	3	2.7%	Reduced
687	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$472M	+$15.2M	14	15.01%	Increased
688	CA Cornerstone Advisors Asheville, North Carolina	$471M	+$6.54M	5	15.53%	Increased
689	Livforsakringsbolaget Skandia Stockholm, Sweden	$471M	+$7.69M	15	15.13%	Increased
690	SRS Investment Management New York	$470M	-$112M	2	4.35%	Reduced
691	Freestone Grove Partners San Francisco, California	$469M	+$7.13M	9	3.01%	Increased
692	Castle Hook Partners New York	$468M	+$484M	2	2.15%	Increased
693	Independent Advisor Alliance Charlotte, North Carolina	$466M	+$5.12M	17	10.92%	Increased
694	Americana Partners Houston, Texas	$464M	+$17.4M	14	10.46%	Increased
695	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$462M	+$94.7M	3	14.47%	Increased
696	BG Bollard Group Boston, Massachusetts	$462M	+$8.75M	8	14.05%	Increased
697	LT Lindsell Train London, United Kingdom	$461M	-$150M	2	17.54%	Reduced
698	JIC Joel Isaacson & Co New York	$459M	+$1.76M	8	13.28%	Increased
699	Heritage Investors Management Corp Bethesda, Maryland	$459M	-$13.4M	7	12.7%	Reduced
700	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$459M	-$3.7M	5	17.88%	Reduced