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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	Highland Capital Management (Tennessee) Memphis, Tennessee	$121M	-$1.45M	9	8.41%	Reduced
777	EP Wealth Advisors Torrance, California	$121M	+$4.75M	7	4.97%	Increased
778	Ashfield Capital Partners San Francisco, California	$121M	-$423K	9	12%	Reduced
779	MI Markston International White Plains, New York	$120M	-$101K	6	12.5%	Reduced
780	TP TenCore Partners New York	$120M	+$114M	3	54.68%	New
781	SH SeaTown Holdings Singapore	$120M	+$4.97M	5	16.63%	Increased
782	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$120M	+$1.97M	11	2.16%	Increased
783	Junto Capital Management New York	$120M	+$19.2M	3	5.65%	Increased
784	TDAM USA Toronto, Ontario, Canada	$120M	-$4.8M	7	7.76%	Reduced
785	Osterweis Capital Management San Francisco, California	$120M	-$1.04M	3	8.27%	Reduced
786	Palladium Partners Norfolk, Virginia	$119M	-$2.8M	7	7.66%	Reduced
787	Timucuan Asset Management Jacksonville, Florida	$119M	-$261K	1	6.15%	Reduced
788	Avenir Corporation Alexandria, Virginia	$119M	-$447K	2	12.05%	Reduced
789	Meag Munich Ergo Munich, Germany	$119M	-$130M	12	12.67%	Reduced
790	OP Oldfield Partners London, United Kingdom	$119M	-$2.38M	2	10.51%	Reduced
791	Alphinity Investment Management Sydney, Australia	$118M	-$41.9M	2	13.09%	Reduced
792	Boston Financial Management Boston, Massachusetts	$118M	-$1.13M	6	6.48%	Reduced
793	Valiant Capital Management San Francisco, California	$118M	-$32M	2	13.75%	Reduced
794	Central Trust Company Jefferson City, Missouri	$118M	+$1.15M	16	6.02%	Increased
795	Meritage Portfolio Management Overland Park, Kansas	$118M	+$4.69M	5	10.34%	Increased
796	Cortland Associates St Louis, Missouri	$118M	+$11M	6	16.63%	Increased
797	Bowen Hanes & Co Ponte Vedra Beach, Florida	$117M	+$19M	7	4.83%	Increased
798	First Allied Advisory Services San Diego, California	$117M	-$7.39M	12	3.95%	Reduced
799	SCM Scopia Capital Management New York	$117M	-$46.4M	1	9.07%	Reduced
800	Taikang Asset Management (HK) Hong Kong	$117M	-$114M	5	29.31%	Reduced