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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	TCM Tybourne Capital Management Hong Kong	$177M	-$18.7M	5	17.67%	Reduced
677	MassMutual Private Wealth & Trust Windsor, Connecticut	$177M	+$2.67M	18	7.29%	Increased
678	OC Oakmont Corp Los Angeles, California	$177M	-$19.6M	4	28.37%	Reduced
679	GMT Capital Atlanta, Georgia	$177M	+$63.1M	4	8.17%	Increased
680	Gladstone Capital Management London, United Kingdom	$177M	-$175M	3	22.86%	Reduced
681	HAM Hao Advisors Management Hong Kong	$176M	+$158M	1	76.02%	New
682	BG Bollard Group Boston, Massachusetts	$175M	+$153K	10	6.7%	Increased
683	MVP Miller Value Partners Sarasota, Florida	$175M	-$43.2M	4	11.27%	Reduced
684	Rheos Capital Works Tokyo, Japan	$175M	+$58.9M	6	10.49%	Increased
685	NZS Capital Denver, Colorado	$174M	+$11M	4	14.92%	Increased
686	Osterweis Capital Management San Francisco, California	$174M	-$17.2M	7	12.61%	Reduced
687	Cambridge Trust Cambridge, Massachusetts	$173M	-$7.11M	16	7.73%	Reduced
688	Cresset Asset Management Chicago, Illinois	$172M	+$118K	14	2.17%	Increased
689	Ethic Inc New York	$172M	+$18.9M	17	9.28%	Increased
690	ROIC Route One Investment Company San Francisco, California	$171M	-$142M	2	7.76%	Reduced
691	Carnegie Investment Counsel Pepper Pike, Ohio	$171M	+$4.73M	9	7.36%	Increased
692	Ziegler Capital Management Chicago, Illinois	$171M	-$9.18M	6	7.16%	Reduced
693	Lannebo Fonder Stockholm, Sweden	$170M	$0	6	32.6%	Maintained
694	Scout Investments Kansas City, Missouri	$169M	+$27.4M	3	3.46%	Increased
695	Vestcor Inc Fredericton, New Brunswick, Canada	$168M	-$3.63M	16	6.18%	Reduced
696	YCG LLC Austin, Texas	$168M	+$23.3M	4	17.94%	Increased
697	Hancock Whitney Gulfport, Mississippi	$168M	-$7.87M	8	6.48%	Reduced
698	Discerene Group Stamford, Connecticut	$168M	+$973K	1	20.71%	Increased
699	Freestone Capital Holdings Seattle, Washington	$167M	+$865K	10	7.64%	Increased
700	Altshuler Shaham Tel Aviv, Israel	$166M	+$16.2M	8	6.64%	Increased