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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	IHL Investment House LLC Redondo Beach, California	$224M	-$4.67M	7	14.41%	Reduced
777	Pathstone Family Office Englewood, New Jersey	$224M	+$47.1M	17	5.59%	Increased
778	RWWM Inc Rocklin, California	$221M	+$42.2M	3	27.23%	Increased
779	Capital International Sarl Los Angeles, California	$221M	+$122M	7	10.54%	Increased
780	HAM Honeycomb Asset Management New York	$221M	-$107M	3	14.74%	Reduced
781	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$221M	+$6.45M	4	10.25%	Increased
782	Ameritas Investment Partners Lincoln, Nebraska	$220M	-$5.81M	19	7.43%	Reduced
783	Madison Asset Management Madison, Wisconsin	$220M	-$15.9M	7	2.89%	Reduced
784	Rheos Capital Works Tokyo, Japan	$220M	+$24.9M	7	9.61%	Increased
785	Locust Wood Capital Advisers New York	$218M	+$3.14M	3	10.88%	Increased
786	MP MFN Partners Boston, Massachusetts	$217M	$0	1	8.54%	Maintained
787	Advisory Services Network Atlanta, Georgia	$217M	+$10M	20	6.24%	Increased
788	Beacon Pointe Advisors Newport Beach, California	$217M	-$83.4M	16	5.64%	Reduced
789	Howland Capital Management Boston, Massachusetts	$216M	-$2.02M	8	10.99%	Reduced
790	MMBG Investment Advisors Miami, Florida	$216M	+$217M	7	20.78%	New
791	Blue Whale Capital London, United Kingdom	$216M	-$27M	2	17.58%	Reduced
792	Select Equity Group New York	$216M	+$58.8M	3	0.59%	Increased
793	Unigestion Holding Geneva, Switzerland	$215M	-$41.8M	6	8.75%	Reduced
794	First National Bank of Omaha Omaha, Nebraska	$214M	-$5.42M	5	10.26%	Reduced
795	MVG Madrona Venture Group Seattle, Washington	$214M	-$219M	1	40.42%	Reduced
796	Old National Bancorp Evansville, Indiana	$213M	-$7.98M	8	7.62%	Reduced
797	Chartwell Investment Partners Berywn, Pennsylvania	$213M	-$2.49M	9	6.19%	Reduced
798	Barings Charlotte, North Carolina	$213M	-$13.7M	12	5.48%	Reduced
799	Hardman Johnston Global Advisors Stamford, Connecticut	$213M	-$20.8M	5	5.73%	Reduced
800	Shanda Asset Management Holdings Tortola,, British Virgin Islands	$212M	-$17.1M	2	28.32%	Reduced