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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
751	LMCG Investments Boston, Massachusetts	$179M	-$183K	8	11.92%	Reduced
752	Gladstone Capital Management London, United Kingdom	$179M	-$28.8M	3	22.7%	Reduced
753	GAM Holding Zurich, Switzerland	$178M	+$10.3M	8	12.37%	Increased
754	Hosking Partners London, United Kingdom	$178M	-$40.8M	7	8.23%	Reduced
755	Greenwoods Asset Management (HK) Hong Kong	$177M	+$143M	4	10.23%	Increased
756	HBK Investments Dallas, Texas	$177M	+$42.4M	4	1.13%	Increased
757	MMBG Investment Advisors Miami, Florida	$176M	-$14.8M	6	22.34%	Reduced
758	Park National Corp Newark, Ohio	$176M	-$5.02M	6	7.83%	Reduced
759	River Road Asset Management Louisville, Kentucky	$176M	+$1.77M	3	2.4%	Increased
760	Locust Wood Capital Advisers New York	$175M	-$6.05M	3	10.25%	Reduced
761	Veritable Wilmington, Delaware	$175M	-$3.14M	12	2.87%	Reduced
762	First Horizon Advisors Memphis, Tennessee	$174M	+$13.6M	24	6.23%	Increased
763	Becker Capital Management Portland, Oregon	$174M	+$14.7M	6	6.88%	Increased
764	HC Henshaw Capital Woburn, Massachusetts	$174M	+$231K	6	10.71%	Increased
765	Chesley Taft & Associates Chicago, Illinois	$174M	-$7.49M	6	11.39%	Reduced
766	Stratos Wealth Partners Beachwood, Ohio	$173M	-$19.4M	9	4.62%	Reduced
767	Bowen Hanes & Co Ponte Vedra Beach, Florida	$173M	+$1.37M	7	5.95%	Increased
768	TC TwinBeech Capital Purchase, New York	$173M	+$79.8M	10	3.51%	Increased
769	ARGA Investment Management Stamford, Connecticut	$173M	-$4.54M	1	6.47%	Reduced
770	Davidson Investment Advisors Great Falls, Montana	$173M	+$12.7M	5	11.3%	Increased
771	LMR Partners London, United Kingdom	$172M	+$17.9M	7	2.67%	Increased
772	EP Wealth Advisors Torrance, California	$172M	-$173M	11	2.96%	Reduced
773	CGL Clarius Group LLC Seattle, Washington	$172M	-$6.4M	9	14.59%	Reduced
774	Rheos Capital Works Tokyo, Japan	$170M	-$28.8M	5	9.48%	Reduced
775	JC Joho Capital New York	$170M	$0	1	43.82%	Maintained