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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
726	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$109M	+$292K	4	18.08%	Increased
727	Chesley Taft & Associates Chicago, Illinois	$109M	-$4.32M	7	9.66%	Reduced
728	Cambiar Investors Denver, Colorado	$109M	-$4.6M	2	1.72%	Reduced
729	Iconiq Capital San Francisco, California	$109M	-$8.29M	5	12.26%	Reduced
730	UBS O'Connor Chicago, Illinois	$109M	+$57.6M	12	2.09%	Increased
731	Mogy Joel R Investment Counsel Beverly Hills, California	$108M	+$311K	7	16.76%	Increased
732	Capital Fund Management (CFM) Paris, France	$107M	+$16.5M	5	0.64%	Increased
733	Richard Bernstein Advisors New York	$107M	-$722K	9	3.8%	Reduced
734	New Mountain Vantage Advisers New York	$106M	-$10.8M	2	8.72%	Reduced
735	ARS Investment Partners New York	$106M	+$2.29M	7	13.02%	Increased
736	Soros Fund Management New York	$106M	+$96.6M	3	1.72%	Increased
737	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$106M	-$607K	5	8.3%	Reduced
738	Onex Canada Asset Management Toronto, Ontario, Canada	$105M	+$28.9M	4	5.7%	Increased
739	GTP Global Thematic Partners New York	$104M	+$14.8M	2	3.58%	Increased
740	Cookson Peirce & Co Pittsburgh, Pennsylvania	$104M	+$12.5M	5	9.45%	Increased
741	Busey Bank Urbana, Illinois	$104M	+$38.6M	6	10.99%	Increased
742	MC Maplelane Capital New York	$104M	-$229M	7	2.67%	Reduced
743	Braun Stacey Associates New York	$104M	-$164K	6	7.17%	Reduced
744	GPCM Greenbrier Partners Capital Management Dallas, Texas	$104M	$0	3	19.73%	Maintained
745	CGI Calixto Global Investors Coral Gables, Florida	$104M	-$10.1M	2	23.79%	Reduced
746	MFWM Motley Fool Wealth Management Alexandria, Virginia	$104M	-$2.39M	3	7.66%	Reduced
747	Liberty Mutual Group Asset Management Boston, Massachusetts	$104M	-$1.11M	12	3.17%	Reduced
748	TDAM USA Toronto, Ontario, Canada	$104M	-$92.2K	7	6.29%	Reduced
749	Wealthfront Palo Alto, California	$104M	+$4.67M	10	1.05%	Increased
750	Park National Corp Newark, Ohio	$103M	+$3.95M	8	6.01%	Increased