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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	GW&K Investment Management Boston, Massachusetts	$248M	-$7.41M	11	2.32%	Reduced
727	MLICM Metropolitan Life Insurance Company (MetLife) New York	$248M	-$4.32M	14	11.65%	Reduced
728	Hancock Whitney Gulfport, Mississippi	$246M	-$826K	7	9.14%	Reduced
729	AMI Asset Management Los Angeles, California	$246M	-$1.85M	3	13.45%	Reduced
730	FJ Investments Salt Lake City, Utah	$246M	+$232M	8	11.68%	New
731	Avenir Corporation Alexandria, Virginia	$246M	-$10.8M	3	21.24%	Reduced
732	JC Joho Capital New York	$245M	-$11.3M	1	44.42%	Reduced
733	Mondrian Investment Partners London, United Kingdom	$245M	-$57.3M	4	3.87%	Reduced
734	Rheos Capital Works Tokyo, Japan	$245M	+$36.7M	4	13.5%	Increased
735	Nellore Capital Management Redwood City, California	$244M	-$25.8M	4	44.85%	Reduced
736	Virtu Financial New York	$244M	+$67M	10	19.28%	Increased
737	Lannebo Fonder Stockholm, Sweden	$243M	+$212K	5	32.13%	Increased
738	Meritage Group San Francisco, California	$243M	-$51.3M	3	5.6%	Reduced
739	Caxton Associates (New York) New York	$243M	+$140M	9	12.49%	Increased
740	Ninety One North America New York	$242M	-$26.6M	2	11.83%	Reduced
741	Homestead Advisers Arlington, Virginia	$242M	-$9.21M	3	6.18%	Reduced
742	Woodline Partners San Francisco, California	$240M	+$36.5M	8	2.62%	Increased
743	Chilton Capital Management Houston, Texas	$240M	-$2.65M	7	12.19%	Reduced
744	Washington Trust Westerly, Rhode Island	$240M	-$510K	13	9.48%	Reduced
745	Capitolis Liquid Global Markets New York	$239M	+$224M	4	9.84%	New
746	Strategy Capital Los Altos, California	$239M	-$14.3M	2	25.98%	Reduced
747	Avantax Advisory Services Dallas, Texas	$239M	+$19.4M	15	2.37%	Increased
748	Patient Capital Management Baltimore, Maryland	$238M	-$41.6M	3	12.62%	Reduced
749	Martingale Asset Management Boston, Massachusetts	$238M	-$44.9M	9	4.85%	Reduced
750	J.L. Bainbridge & Co Sarasota, Florida	$237M	-$4.46M	4	28.98%	Reduced