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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	SeaTown Holdings Singapore	$211M	-$107M	3	14.43%	Reduced
702	Optimus Prime Fund Management Grand Cayman, Cayman Islands	$211M	+$42.6M	6	22.68%	Increased
703	Credit Agricole Montrouge Cedex, France	$210M	-$41.5M	14	6.81%	Reduced
704	Colony Group Boston, Massachusetts	$209M	-$14M	9	4.82%	Reduced
705	NM NWI Management New York	$209M	-$358M	4	20.72%	Reduced
706	CK Cohen Klingenstein New York	$208M	-$945K	8	10.41%	Reduced
707	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$208M	-$639K	5	12.72%	Reduced
708	Cerity Partners New York	$208M	+$12M	15	6.66%	Increased
709	Stratos Wealth Partners Beachwood, Ohio	$207M	-$916K	14	6.16%	Reduced
710	Tiedemann Advisors New York	$207M	-$2.66M	6	10%	Reduced
711	RWC Asset Management London, United Kingdom	$206M	-$46M	3	6.87%	Reduced
712	Weitz Investment Management Omaha, Nebraska	$206M	-$2.08M	4	8.8%	Reduced
713	GC Gobi Capital San Francisco, California	$206M	+$456K	1	16.72%	Increased
714	Gotham Asset Management New York	$206M	-$26.5M	10	6.81%	Reduced
715	Mogy Joel R Investment Counsel Beverly Hills, California	$205M	-$601K	7	20.28%	Reduced
716	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$204M	-$4.48M	5	26.87%	Reduced
717	Carillon Tower Advisers St. Petersburg, Florida	$204M	-$579K	9	1.24%	Reduced
718	Chesley Taft & Associates Chicago, Illinois	$203M	-$16.8M	6	12.97%	Reduced
719	Bowen Hanes & Co Ponte Vedra Beach, Florida	$203M	+$165K	7	6.74%	Increased
720	Heritage Investors Management Corp Bethesda, Maryland	$203M	-$304K	8	9.6%	Reduced
721	Newbrook Capital Advisors New York	$202M	-$17.7M	3	12.14%	Reduced
722	Samlyn Capital New York	$200M	-$16.2M	5	2.86%	Reduced
723	RegentAtlantic Capital Morristown, New Jersey	$199M	+$10.5M	10	7.89%	Increased
724	Klingenstein Fields & Co New York	$198M	+$18M	5	8.97%	Increased
725	Cooperman Leon G	$197M	$0	3	14.21%	Maintained