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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
701	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$58M	+$5.91M	10	1.62%	Increased
702	Simplex Trading Chicago, Illinois	$57.9M	+$8.81M	12	6.73%	Increased
703	New Mountain Vantage Advisers New York	$57.1M	+$692K	1	2.54%	Increased
704	WI Wafra Inc New York	$56.9M	$0	3	5.97%	Maintained
705	UMB Bank Kansas City, Missouri	$56.4M	-$1.95M	5	2.55%	Reduced
706	BTP Bloom Tree Partners New York	$56.2M	+$3.04M	1	6.09%	Increased
707	Cortland Associates St Louis, Missouri	$55.9M	+$12.3M	3	11.51%	Increased
708	Shelton Capital Management Denver, Colorado	$55.6M	+$3.21M	8	6.01%	Increased
709	MC Maplelane Capital New York	$55.3M	+$37.7M	6	1.82%	Increased
710	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$55.2M	+$8.71M	2	21.77%	Increased
711	SWITC Stewart West Indies Trading Company Boulder, Colorado	$54.9M	$0	2	5.32%	Maintained
712	Sumitomo Life Insurance Tokyo, Japan	$54.8M	-$5.88M	6	6.04%	Reduced
713	Jupiter Asset Management London, United Kingdom	$54.6M	-$8.69M	2	1.9%	Reduced
714	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$54.6M	+$8.63M	3	6.74%	Increased
715	PEAK6 Group Chicago, Illinois	$54.4M	-$13.6M	7	0.41%	Reduced
716	Markel Group Glen Allen, Virginia	$54.2M	-$21.8M	3	1.37%	Reduced
717	PFU Parus Finance (UK) London, United Kingdom	$54M	-$10.4M	2	11.64%	Reduced
718	First National Bank of Omaha Omaha, Nebraska	$54M	-$9.9M	5	3.73%	Reduced
719	Farr Miller & Washington Washington, District of Columbia	$54M	+$928K	4	6.2%	Increased
720	TAM Telemark Asset Management Boston, Massachusetts	$53.9M	+$30.2M	2	15.04%	Increased
721	Caledonia Investments plc (UK) London England, United Kingdom	$53.8M	+$6.82M	2	24.28%	Increased
722	Mid Continent Capital Chicago, Illinois	$53.7M	+$2.62M	4	2.96%	Increased
723	Omega Advisors New York	$53.5M	+$52.8M	1	0.85%	New
724	Mogy Joel R Investment Counsel Beverly Hills, California	$53.2M	+$586K	5	9.97%	Increased
725	St. James Investment Company Southlake, Texas	$53.2M	+$1.75M	1	5.64%	Increased