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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	Select Equity Group New York	$276M	-$19.4M	3	0.97%	Reduced
727	Eastern Bank Boston, Massachusetts	$275M	-$7.72M	6	11.45%	Reduced
728	JC Joho Capital New York	$274M	$0	1	38.03%	Maintained
729	TCIM TOMS Capital Investment Management New York	$274M	+$128M	2	11.47%	Increased
730	TPG GP A Fort Worth, Texas	$274M	-$115M	3	5.25%	Reduced
731	IHL Investment House LLC Redondo Beach, California	$272M	+$31.5M	9	16%	Increased
732	Banque Cantonale Vaudoise Lausanne, Switzerland	$271M	+$7.28M	22	10.6%	Increased
733	Kinetic Partners Management Miami, Florida	$268M	-$80.7M	4	18.68%	Reduced
734	Styrax Capital New York	$268M	$0	2	19.25%	Maintained
735	Senator Investment Group New York	$268M	-$18.5M	3	12.18%	Reduced
736	Sculptor Capital New York	$268M	-$117M	2	5.21%	Reduced
737	Washington Trust Westerly, Rhode Island	$266M	-$927K	13	9.79%	Reduced
738	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$266M	-$20.5M	7	13.23%	Reduced
739	GMT Capital Atlanta, Georgia	$265M	-$10.8M	4	10.43%	Reduced
740	KCM Investment Advisors Greenbrae, California	$265M	+$1.86M	6	9.78%	Increased
741	Vinva Investment Management Sydney, Australia	$265M	+$17M	12	14.86%	Increased
742	Avenir Corporation Alexandria, Virginia	$265M	-$15M	3	22.64%	Reduced
743	Nellore Capital Management Redwood City, California	$264M	-$15.1M	4	40.72%	Reduced
744	Chesley Taft & Associates Chicago, Illinois	$263M	+$950K	6	13.46%	Increased
745	J.L. Bainbridge & Co Sarasota, Florida	$262M	-$2.23M	4	27.92%	Reduced
746	Ariel Investments Chicago, Illinois	$262M	+$8.28M	4	2.58%	Increased
747	Integrated Wealth Concepts Waltham, Massachusetts	$261M	+$13.5M	18	3.78%	Increased
748	ExodusPoint Capital Management New York	$261M	-$57.9M	18	1.99%	Reduced
749	Chartwell Investment Partners Berywn, Pennsylvania	$261M	+$2.49M	10	9.01%	Increased
750	HC Henshaw Capital Woburn, Massachusetts	$260M	+$462K	6	12.19%	Increased