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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	Chesley Taft & Associates Chicago, Illinois	$294M	+$522K	6	14.76%	Increased
727	Formuepleje A/S Aarhus C, Denmark	$294M	+$40.3M	4	16.26%	Increased
728	HC Henshaw Capital Woburn, Massachusetts	$292M	-$30.7K	6	13.17%	Reduced
729	JC Joho Capital New York	$291M	$0	1	41.21%	Maintained
730	Bowie Capital Management Richardson, Texas	$291M	+$47.8M	3	17.8%	Increased
731	Covea Finance Paris, France	$291M	+$23.4M	3	13.34%	Increased
732	KCM Investment Advisors Greenbrae, California	$291M	-$283K	6	10.44%	Reduced
733	Martingale Asset Management Boston, Massachusetts	$291M	-$20.9M	10	6.29%	Reduced
734	J.L. Bainbridge & Co Sarasota, Florida	$290M	-$92.8K	4	28.78%	Reduced
735	PIM Platinum Investment Management Sydney Australia 2000, Australia	$289M	+$111M	7	11.69%	Increased
736	Meiji Yasuda Asset Management Tokyo, Japan	$288M	+$9.21M	13	11.72%	Increased
737	Harvard Management Company Boston, Massachusetts	$288M	-$318M	1	17.35%	Reduced
738	Nellore Capital Management Redwood City, California	$286M	-$1.95M	4	43.13%	Reduced
739	Styrax Capital New York	$286M	$0	2	21.86%	Maintained
740	Avalon Trust Santa Fe, New Mexico	$284M	-$943K	7	22.5%	Reduced
741	Patient Capital Management Baltimore, Maryland	$284M	+$4.85M	3	15.08%	Increased
742	Perigon Wealth Management San Francisco, California	$283M	-$2.55M	17	8.21%	Reduced
743	Martin Currie Edinburgh, United Kingdom	$283M	-$48.9M	3	10.16%	Reduced
744	Davidson Investment Advisors Great Falls, Montana	$283M	-$5.52M	5	14.58%	Reduced
745	Washington Trust Westerly, Rhode Island	$283M	-$7.22M	13	10.36%	Reduced
746	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$283M	+$4.09M	8	9.39%	Increased
747	Argent Trust Co Nashville, Tennessee	$283M	+$5.69M	8	12.45%	Increased
748	Alta Capital Management Salt Lake City, Utah	$283M	+$8.42M	4	17.77%	Increased
749	Ninety One North America New York	$282M	-$37.8M	2	14.24%	Reduced
750	ARGA Investment Management Stamford, Connecticut	$282M	+$25.3M	1	9.89%	Increased