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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	Twin Tree Management Dallas, Texas	$143M	+$89.4M	10	0.69%	Increased
702	Cat Rock Capital Management Greenwich, Connecticut	$142M	+$68.4M	2	17.08%	Increased
703	Mogy Joel R Investment Counsel Beverly Hills, California	$142M	-$566K	7	20.18%	Reduced
704	EC EMS Capital New York	$142M	+$46.8M	1	14.7%	Increased
705	Johnson Investment Counsel Cincinnati, Ohio	$141M	-$111M	4	3.12%	Reduced
706	AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$141M	-$109M	3	24.67%	Reduced
707	KAS Kemnay Advisory Services New York	$141M	-$110K	6	39.42%	Reduced
708	F.L. Putnam Investment Management Lynnfield, Massachusetts	$140M	+$11.3M	8	10.61%	Increased
709	Metropolis Capital Amersham, United Kingdom	$139M	+$46.1M	2	24.76%	Increased
710	Mirova US Boston, Massachusetts	$139M	+$18.8M	4	18.41%	Increased
711	Credit Agricole Montrouge Cedex, France	$139M	-$28.4M	9	11.89%	Reduced
712	Heritage Investors Management Corp Bethesda, Maryland	$138M	-$365K	8	9.71%	Reduced
713	Covington Capital Management Los Angeles, California	$138M	+$2.49M	12	9.05%	Increased
714	Peregrine Capital Management Minneapolis, Minnesota	$138M	+$1.07M	4	4.94%	Increased
715	CK Cohen Klingenstein New York	$137M	-$759K	8	10.16%	Reduced
716	Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$137M	-$53.6M	6	13.81%	Reduced
717	BBVA USA Bancshares Houston, Texas	$137M	-$3.69M	8	9.84%	Reduced
718	GPCM Greenbrier Partners Capital Management Dallas, Texas	$137M	$0	4	24.66%	Maintained
719	RWC Asset Advisors Miami, Florida	$136M	+$145M	1	14.95%	New
720	Mercer Global Advisors Denver, Colorado	$135M	+$16.5M	12	2.98%	Increased
721	GC Gobi Capital San Francisco, California	$135M	+$19.7M	1	18.61%	Increased
722	First Long Island Investors Jericho, New York	$134M	+$3.16M	6	18.28%	Increased
723	Lannebo Fonder Stockholm, Sweden	$134M	+$4.57M	6	37.78%	Increased
724	Ameritas Investment Partners Lincoln, Nebraska	$132M	-$1.2M	14	7.5%	Reduced
725	Meitav Investment House Bene-Beraq, Israel	$132M	+$25.1M	20	9.86%	Increased