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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	Guinness Asset Management London, United Kingdom	$296M	+$2.78M	4	5.61%	Increased
702	Hancock Whitney Gulfport, Mississippi	$296M	+$5.11M	8	9.54%	Increased
703	Klingenstein Fields & Co New York	$296M	-$136K	5	11.75%	Reduced
704	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$295M	+$12.5M	8	8.93%	Increased
705	Standard Investments New York	$294M	+$96.7M	1	14.92%	Increased
706	Soros Fund Management New York	$294M	-$45.1M	7	4.25%	Reduced
707	Tweedy, Browne Co Stamford, Connecticut	$293M	-$56.6M	3	13.96%	Reduced
708	Meag Munich Ergo Munich, Germany	$292M	-$596K	8	9.15%	Reduced
709	Altshuler Shaham Tel Aviv, Israel	$292M	-$913M	7	17.53%	Reduced
710	D1 Capital Partners New York	$291M	-$82.9M	2	5.62%	Reduced
711	Meitav Investment House Bene-Beraq, Israel	$287M	-$10.3M	7	4.82%	Reduced
712	HC Henshaw Capital Woburn, Massachusetts	$286M	-$22.3K	6	11.99%	Reduced
713	Cubist Systematic Strategies Stamford, Connecticut	$286M	+$89.1M	14	1.75%	Increased
714	Harvest Fund Management Beijing, China	$286M	+$48.2M	12	16.99%	Increased
715	AMI Asset Management Los Angeles, California	$285M	-$7.12M	3	15.45%	Reduced
716	Patient Capital Management Baltimore, Maryland	$285M	-$7.64M	3	14%	Reduced
717	Alta Capital Management Salt Lake City, Utah	$285M	+$19M	6	16.96%	Increased
718	Nellore Capital Management Redwood City, California	$284M	+$11.5M	4	38.76%	Increased
719	Confluence Investment Management St. Louis, Missouri	$284M	-$24.1M	4	3.8%	Reduced
720	Sit Investment Associates Minneapolis, Minnesota	$283M	+$13M	7	6.31%	Increased
721	Chesley Taft & Associates Chicago, Illinois	$282M	-$2.45M	6	13.47%	Reduced
722	Kingsview Wealth Management Grants Pass, Oregon	$281M	+$13.1M	10	5.92%	Increased
723	IHL Investment House LLC Redondo Beach, California	$281M	-$1.48M	9	15.17%	Reduced
724	Nikko Asset Management Americas New York	$280M	+$46.5M	6	3.18%	Increased
725	JC Joho Capital New York	$280M	$0	1	44.29%	Maintained