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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
776	SC SRB Corp Boston, Massachusetts	$401M	-$3.3M	3	21.58%	Reduced
777	Covea Finance Paris, France	$400M	-$62.2M	5	12.64%	Reduced
778	Caption Management Oklahoma City, Oklahoma	$397M	+$218M	12	1.85%	Increased
779	Evergreen Capital Management Bellevue, Washington	$395M	+$22.4M	19	6.92%	Increased
780	SP SIH Partners Wilmington, Delaware	$394M	-$319M	13	2.48%	Reduced
781	Lockheed Martin Investment Management Bethesda, Maryland	$394M	-$73.9M	6	15.58%	Reduced
782	Oak Associates Akron, Ohio	$394M	-$13.1M	8	22.01%	Reduced
783	Antipodes Partners Royal Exchange, Australia	$393M	-$140M	4	7.21%	Reduced
784	Trajan Wealth Scottsdale, Arizona	$393M	-$3.99M	7	14.85%	Reduced
785	Capital International Los Angeles, California	$393M	-$879K	8	12.83%	Reduced
786	Old National Bancorp Evansville, Indiana	$393M	-$28.2M	9	7.82%	Reduced
787	Three Seasons Wealth Salt Lake City, Utah	$393M	+$395M	7	35.74%	Increased
788	TCTC Holdings Dallas, Texas	$392M	+$1.45M	7	10.29%	Increased
789	Klingenstein Fields & Co New York	$392M	-$2.72M	5	13.7%	Reduced
790	Brookstone Capital Management Wheaton, Illinois	$390M	+$40.6M	15	3.91%	Increased
791	HC Henshaw Capital Woburn, Massachusetts	$389M	-$6.64M	5	12.67%	Reduced
792	MC Maplelane Capital New York	$388M	+$333M	5	7.04%	Increased
793	Fundsmith Investment Services Grande Riviere Noire, Mauritius	$388M	-$272M	2	8.59%	Reduced
794	Jefferies Financial Group New York	$387M	+$93.8M	20	2.55%	Increased
795	Quintet Private Bank (Europe) Luxembourg	$386M	-$21.1M	6	24.06%	Reduced
796	Perigon Wealth Management San Francisco, California	$385M	+$5.48M	16	6.06%	Increased
797	OHIF Oriental Harbor Investment Fund Hong Kong	$385M	-$166M	2	23.35%	Reduced
798	OpenArc Corporate Advisory Atlanta, Georgia	$385M	+$24.8M	15	4.58%	Increased
799	Sculptor Capital New York	$384M	+$236M	7	3.13%	Increased
800	PointState Capital New York	$383M	+$405M	2	4.9%	New