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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	B. Riley Wealth Advisors Boca Raton, Florida	$267M	-$13M	16	7.18%	Reduced
702	Select Equity Group New York	$265M	+$72.1M	3	0.94%	Increased
703	CCM Candlestick Capital Management Greenwich, Connecticut	$265M	+$141M	2	5.69%	Increased
704	PGGM Investments Zeist, Netherlands	$264M	+$7.5M	8	4.02%	Increased
705	Curi RMB Capital Chicago, Illinois	$263M	-$5.8M	9	8.04%	Reduced
706	GPCM Greenbrier Partners Capital Management Dallas, Texas	$263M	-$807K	4	26.54%	Reduced
707	Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$263M	-$17.1M	11	19.06%	Reduced
708	Old National Bancorp Evansville, Indiana	$262M	-$2.42M	7	6.89%	Reduced
709	Private Wealth Partners Mill Valley, California	$261M	-$475K	7	22.09%	Reduced
710	RWA Wealth Partners Newton, Massachusetts	$259M	+$156M	9	3.7%	Increased
711	Apollo Management Holdings New York	$259M	$0	1	2.59%	Maintained
712	Ziegler Capital Management Chicago, Illinois	$259M	-$6.67M	6	11.75%	Reduced
713	Advisory Services Network Atlanta, Georgia	$258M	+$120K	31	6.3%	Increased
714	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$256M	-$32.2M	5	13.64%	Reduced
715	Slate Path Capital New York	$256M	+$242M	2	5.69%	New
716	Iconiq Capital San Francisco, California	$256M	-$187M	7	4.77%	Reduced
717	Norinchukin Bank Tokyo, Japan	$255M	-$45.8M	10	5.97%	Reduced
718	Senator Investment Group New York	$252M	-$13.7M	3	10.79%	Reduced
719	Choate Investment Advisors Boston, Massachusetts	$251M	+$95.8M	8	7.78%	Increased
720	Eastern Bank Boston, Massachusetts	$251M	-$5.48M	6	11.39%	Reduced
721	Optimus Prime Fund Management Grand Cayman, Cayman Islands	$251M	+$2.05M	3	31.29%	Increased
722	Alpha Cubed Investments Irvine, California	$250M	+$10.5M	8	14%	Increased
723	Perigon Wealth Management San Francisco, California	$250M	+$57.4M	14	8.17%	Increased
724	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$250M	-$275M	16	2.35%	Reduced
725	Coronation Fund Managers Cape Town, South Africa	$249M	+$21.4M	5	6.95%	Increased