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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	Mizuho Markets Cayman Grand Cayman, Cayman Islands	$173M	+$24.4M	4	16.26%	Increased
702	Freestone Capital Holdings Seattle, Washington	$173M	-$14.1M	10	7.78%	Reduced
703	Chesley Taft & Associates Chicago, Illinois	$172M	-$1.54M	6	12.69%	Reduced
704	Curi RMB Capital Chicago, Illinois	$172M	-$1.91M	10	6.41%	Reduced
705	SCM Suvretta Capital Management New York	$172M	+$128M	2	7.14%	Increased
706	KCM Investment Advisors Greenbrae, California	$172M	-$857K	6	7.95%	Reduced
707	KCM Kensico Capital Management Greenwich, Connecticut	$172M	-$109M	2	8.87%	Reduced
708	Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$171M	-$42.6M	8	11.02%	Reduced
709	MMBG Investment Advisors Miami, Florida	$171M	+$385K	7	22.87%	Increased
710	Lannebo Fonder Stockholm, Sweden	$171M	-$3.85M	6	34.05%	Reduced
711	Private Wealth Partners Mill Valley, California	$170M	-$3.28M	5	21.73%	Reduced
712	AKRE Capital Management Middleburg, Virginia	$170M	$0	1	1.5%	Maintained
713	Avenir Corporation Alexandria, Virginia	$170M	+$1.21M	3	17.99%	Increased
714	GC Gobi Capital San Francisco, California	$169M	-$32.7M	1	15.08%	Reduced
715	SH SeaTown Holdings Singapore	$169M	+$93.4M	3	25.78%	Increased
716	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$169M	+$4.99M	9	6.77%	Increased
717	GW&K Investment Management Boston, Massachusetts	$168M	-$482K	4	1.86%	Reduced
718	Allstate Corporation Northbrook, Illinois	$168M	-$2.15M	13	4.85%	Reduced
719	Boston Financial Management Boston, Massachusetts	$167M	+$12.3M	7	7.27%	Increased
720	Pentwater Capital Management Naples, Florida	$167M	+$81.5M	4	1.87%	Increased
721	HCM Hitchwood Capital Management New York	$167M	-$39.4M	3	34.64%	Reduced
722	Makena Capital Management Menlo Park, California	$166M	-$7.01M	4	27.69%	Reduced
723	Cooperman Leon G	$166M	-$7.64M	3	11.64%	Reduced
724	Maryland State Retirement & Pension System Baltimore, Maryland	$165M	-$176M	6	13.74%	Reduced
725	CGL Clarius Group LLC Seattle, Washington	$165M	+$812K	9	16.51%	Increased