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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	NP NS Partners London, United Kingdom	$387M	-$107M	3	17.31%	Reduced
702	Bailard Foster City, California	$386M	-$8.16M	11	8.88%	Reduced
703	DJE Kapital 82049 Pullach, Germany	$385M	-$307M	8	8.54%	Reduced
704	GWMR GC Wealth Management RIA Cambridge, Massachusetts	$385M	+$7.96M	10	15.92%	Increased
705	CCP Cryder Capital Partners London, United Kingdom	$384M	-$21.8M	2	25.07%	Reduced
706	JIC Joel Isaacson & Co New York	$382M	+$2.04M	8	12.65%	Increased
707	Ruffer LLP London, United Kingdom	$381M	+$209M	3	15.59%	Increased
708	SC Strategy Capital Los Altos, California	$379M	+$19.7M	2	31.01%	Increased
709	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$379M	-$3.41M	6	23.75%	Reduced
710	Fuller & Thaler Asset Management San Mateo, California	$379M	+$50M	10	1.28%	Increased
711	Prime Capital Investment Advisors Overland Park, Kansas	$378M	-$21.4M	14	4.37%	Reduced
712	Canada Post Corporation Pension Plan Toronto, Canada	$378M	+$1.67M	9	15.03%	Increased
713	Kovitz Investment Group Partners Chicago, Illinois	$377M	-$18M	10	8.74%	Reduced
714	Choate Investment Advisors Boston, Massachusetts	$377M	-$802K	8	7.38%	Reduced
715	RWA Wealth Partners Newton, Massachusetts	$376M	+$6.33M	11	4.11%	Increased
716	Freestone Capital Holdings Seattle, Washington	$376M	+$5.59M	14	11.4%	Increased
717	Harvest Fund Management Beijing, China	$375M	-$13.9M	14	15.95%	Reduced
718	CK Cohen Klingenstein New York	$375M	-$4.05M	7	12.14%	Reduced
719	NIM Northeast Investment Management Boston, Massachusetts	$375M	-$13.8M	7	15.5%	Reduced
720	Select Equity Group New York	$375M	-$7.91M	5	1.92%	Reduced
721	SC SRB Corp Boston, Massachusetts	$373M	-$52.6M	3	22.91%	Reduced
722	Vest Financial Mclean, Virginia	$372M	+$59.7M	10	4.47%	Increased
723	Glenview Capital Management New York	$372M	-$54.1M	4	9.34%	Reduced
724	Old National Bancorp Evansville, Indiana	$371M	+$11.7M	7	6.22%	Increased
725	Picton Mahoney Asset Management Toronto, Ontario, Canada	$371M	+$35.9M	16	2.74%	Increased