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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	Modera Wealth Management Westwood, New Jersey	$241M	-$3.11M	6	4.55%	Reduced
702	Guinness Asset Management London, United Kingdom	$241M	+$8.93M	4	5.55%	Increased
703	Castle Hook Partners New York	$241M	+$192M	3	8.5%	Increased
704	Stratos Wealth Partners Beachwood, Ohio	$241M	+$19M	14	5.18%	Increased
705	TCTC Holdings Dallas, Texas	$240M	-$49.6K	8	9.27%	Reduced
706	Contrarius Investment Management St. Helier, Jersey	$239M	+$32.6M	5	13.43%	Increased
707	Klingenstein Fields & Co New York	$238M	+$2.99M	6	11.63%	Increased
708	RWWM Inc Rocklin, California	$238M	-$8.72M	3	31.85%	Reduced
709	Brookfield Corp Toronto, Ontario, Canada	$237M	-$109M	1	1.48%	Reduced
710	Locust Wood Capital Advisers New York	$237M	+$33.9M	3	10.08%	Increased
711	Ninety One North America New York	$236M	-$35.7M	2	11.56%	Reduced
712	Curi RMB Capital Chicago, Illinois	$235M	-$3.1M	10	8.04%	Reduced
713	Chicago Capital Chicago, Illinois	$235M	+$1.37M	8	10.98%	Increased
714	Stonehage Fleming Financial Services St. Helier, Jersey	$234M	-$359M	7	20.77%	Reduced
715	GPCM Greenbrier Partners Capital Management Dallas, Texas	$234M	$0	4	26.4%	Maintained
716	Stephens Inc Little Rock, Arkansas	$233M	-$41.6M	11	4.47%	Reduced
717	Nellore Capital Management Redwood City, California	$233M	+$14.9M	4	43.79%	Increased
718	Senator Investment Group New York	$232M	+$13.2M	4	13.05%	Increased
719	LLL Lynrock Lake LP Rye Brook, New York	$232M	+$4.46M	2	9.98%	Increased
720	Ziegler Capital Management Chicago, Illinois	$232M	-$6.02M	6	9.26%	Reduced
721	Two Sigma Securities New York	$230M	+$101M	19	2.44%	Increased
722	Old National Bancorp Evansville, Indiana	$230M	-$2.06M	8	6.65%	Reduced
723	TCA Taconic Capital Advisors New York	$230M	+$27.5M	3	9.89%	Increased
724	Private Wealth Partners Mill Valley, California	$229M	-$2.44M	6	21.91%	Reduced
725	Tokio Marine Asset Management Tokyo, Japan	$229M	-$192K	14	14.5%	Reduced