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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	Mogy Joel R Investment Counsel Beverly Hills, California	$190M	-$1.82M	7	20.44%	Reduced
702	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$190M	-$17.6M	5	13.14%	Reduced
703	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$188M	+$9.43M	8	8.29%	Increased
704	CF Cypress Funds Los Angeles, California	$188M	$0	2	20.06%	Maintained
705	KAS Kemnay Advisory Services New York	$188M	-$18.1M	6	26.02%	Reduced
706	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$187M	-$68.4M	3	12.34%	Reduced
707	Cerity Partners New York	$187M	+$60.9M	13	7.69%	Increased
708	Alphinity Investment Management Sydney, Australia	$185M	+$51.3M	3	18.03%	Increased
709	Weitz Investment Management Omaha, Nebraska	$185M	-$43.3M	4	8.67%	Reduced
710	Covington Capital Management Los Angeles, California	$184M	-$4.04M	14	9.14%	Reduced
711	Heritage Investors Management Corp Bethesda, Maryland	$184M	+$1.69M	8	9.89%	Increased
712	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$183M	+$19.3M	2	2.43%	Increased
713	Rothschild & Co Asset Management US Stamford, Connecticut	$182M	-$147M	5	3.28%	Reduced
714	Independent Advisor Alliance Charlotte, North Carolina	$182M	+$10.2M	9	13.82%	Increased
715	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$181M	+$11.2M	5	12.69%	Increased
716	Aureus Asset Management Boston, Massachusetts	$181M	-$7.5M	6	17.17%	Reduced
717	ExodusPoint Capital Management New York	$181M	+$19.2M	16	3.61%	Increased
718	Ziegler Capital Management Chicago, Illinois	$181M	-$136M	6	6.97%	Reduced
719	IEQ Capital Foster City, California	$181M	+$3.94M	11	9.71%	Increased
720	LMR Partners London, United Kingdom	$181M	+$7.66M	6	3.71%	Increased
721	J.L. Bainbridge & Co Sarasota, Florida	$179M	-$3.41M	7	28.41%	Reduced
722	Dana Investment Advisors Waukesha, Wisconsin	$177M	-$16.2M	8	9.66%	Reduced
723	Carillon Tower Advisers St. Petersburg, Florida	$177M	-$10.7M	9	2.36%	Reduced
724	Cooperman Leon G	$176M	+$91.4M	3	17.29%	Increased
725	Park Presidio Capital San Francisco, California	$176M	$0	2	18.71%	Maintained