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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	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$283M	+$7.5M	10	8.55%	Increased
727	Daymark Wealth Partners Cincinnati, Ohio	$282M	-$59.1M	10	12.13%	Reduced
728	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$281M	+$107M	1	23.84%	Increased
729	Castleark Management Chicago, Illinois	$280M	-$19M	8	9.7%	Reduced
730	Scharf Investments Los Gatos, California	$279M	-$14.9M	4	8.44%	Reduced
731	Penserra Capital Management Orinda, California	$279M	+$42.1M	16	4.97%	Increased
732	PCM Pamplona Capital Management New York	$279M	$0	2	43.96%	Maintained
733	Laird Norton Wetherby Trust Company Seattle, Washington	$277M	-$10.4M	4	44.63%	Reduced
734	Choreo LLC Rockford, Illinois	$277M	-$22.6M	17	4.31%	Reduced
735	Equitable Holdings New York	$277M	+$30M	11	2.63%	Increased
736	Americana Partners Houston, Texas	$277M	+$7.97M	7	10.74%	Increased
737	Segall Bryant & Hamill Chicago, Illinois	$274M	-$10.4M	6	4.19%	Reduced
738	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$274M	-$3.92M	5	26.52%	Reduced
739	Patient Capital Management Baltimore, Maryland	$273M	-$23.9M	3	14.06%	Reduced
740	Formuepleje A/S Aarhus C, Denmark	$273M	+$4.42M	4	15.59%	Increased
741	Livforsakringsbolaget Skandia Stockholm, Sweden	$273M	-$4.03M	15	15.43%	Reduced
742	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$273M	+$96.8M	8	15.69%	Increased
743	Select Equity Group New York	$273M	+$23M	4	1.18%	Increased
744	SBI Securities Tokyo, Japan	$273M	-$11.2M	41	9.11%	Reduced
745	Corvex Management New York	$272M	$0	3	10.3%	Maintained
746	Klingenstein Fields & Co New York	$272M	-$1.96M	5	11.57%	Reduced
747	NZS Capital Denver, Colorado	$272M	-$15.6M	4	12.25%	Reduced
748	Avala Global New York	$271M	+$42.4M	3	18.5%	Increased
749	Miracle Mile Advisors Los Angeles, California	$271M	-$1.35M	9	5.42%	Reduced
750	Harvard Management Company Boston, Massachusetts	$269M	+$141M	2	23.82%	Increased