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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	Castle Hook Partners New York	$290M	+$9.8M	2	3.64%	Increased
677	Soros Fund Management New York	$289M	-$66.3M	6	3.79%	Reduced
678	RWWM Inc Rocklin, California	$289M	+$67.9M	3	33.5%	Increased
679	BG Bollard Group Boston, Massachusetts	$286M	-$473K	8	9.95%	Reduced
680	Independent Advisor Alliance Charlotte, North Carolina	$286M	+$4.96M	11	10.31%	Increased
681	Guinness Asset Management London, United Kingdom	$285M	+$756K	4	6.23%	Increased
682	Capula Management Grand Cayman, Cayman Islands	$283M	-$18.2M	8	11.32%	Reduced
683	Kestra Private Wealth Services Austin, Texas	$282M	+$18M	18	7.19%	Increased
684	Stratos Wealth Partners Beachwood, Ohio	$280M	+$3.36M	14	5.23%	Increased
685	Stephens Inc Little Rock, Arkansas	$280M	+$10.7M	10	4.83%	Increased
686	Nan Shan Life Insurance Taipei City, Taiwan	$279M	+$55.6M	3	6.75%	Increased
687	ExodusPoint Capital Management New York	$279M	-$36.5M	17	1.83%	Reduced
688	Cannell & Spears New York	$277M	-$8.45M	7	22.04%	Reduced
689	Mogy Joel R Investment Counsel Beverly Hills, California	$277M	-$4.16M	6	20.9%	Reduced
690	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$276M	-$3.84M	6	8.5%	Reduced
691	Contrarius Investment Management St. Helier, Jersey	$275M	+$5.96M	5	14.81%	Increased
692	Modera Wealth Management Westwood, New Jersey	$274M	-$3.35M	6	4.54%	Reduced
693	TCTC Holdings Dallas, Texas	$273M	-$5.73M	8	9.98%	Reduced
694	Consulta London, United Kingdom	$272M	$0	2	17.92%	Maintained
695	Tokio Marine Asset Management Tokyo, Japan	$270M	+$6.19M	13	14.85%	Increased
696	TFP Triple Frond Partners San Francisco, California	$269M	-$48.1M	3	32.04%	Reduced
697	GMT Capital Atlanta, Georgia	$269M	+$3.98M	4	10.14%	Increased
698	Klingenstein Fields & Co New York	$268M	-$4.62M	6	11.97%	Reduced
699	Locust Wood Capital Advisers New York	$268M	-$4.01M	3	10.18%	Reduced
700	Freestone Capital Holdings Seattle, Washington	$267M	+$11.2M	11	11.99%	Increased