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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
826	JCM JS Capital Management New York	$182M	+$47M	4	24.78%	Increased
827	Aureus Asset Management Boston, Massachusetts	$181M	-$13.4M	5	14.5%	Reduced
828	Empirical Finance Havertown, Pennsylvania	$180M	+$18.3M	9	13.26%	Increased
829	Davidson Kempner Capital Management New York	$180M	+$85.7M	5	2.37%	Increased
830	Baldwin Wealth Partners Marion, Massachusetts	$180M	-$4.35M	15	15.49%	Reduced
831	Bowen Hanes & Co Ponte Vedra Beach, Florida	$180M	-$298K	7	6.05%	Reduced
832	Hosking Partners London, United Kingdom	$179M	-$44M	4	7.93%	Reduced
833	HB Wealth Management Atlanta, Georgia	$179M	+$20.1M	15	2.89%	Increased
834	First National Trust Hermitage, Pennsylvania	$178M	+$8.76M	7	8.51%	Increased
835	Evergreen Capital Management Bellevue, Washington	$178M	-$3.16M	10	7.81%	Reduced
836	JTC Employer Solutions Trustee St Helier, Jersey	$178M	+$62.9M	14	16.56%	Increased
837	E.S. Barr & Co Lexington, Kentucky	$178M	+$630K	4	12.87%	Increased
838	Timucuan Asset Management Jacksonville, Florida	$178M	-$1.19M	2	7.12%	Reduced
839	Parallax Volatility Advisers San Francisco, California	$178M	+$7.64M	11	0.4%	Increased
840	CGL Clarius Group LLC Seattle, Washington	$178M	-$20.6M	11	16.92%	Reduced
841	Rheos Capital Works Tokyo, Japan	$177M	-$40.4M	5	10.67%	Reduced
842	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$177M	-$58.2M	4	19.3%	Reduced
843	Highland Capital Management (Tennessee) Memphis, Tennessee	$177M	-$2.57M	11	12.15%	Reduced
844	Exencial Wealth Advisors Oklahoma City, Oklahoma	$176M	-$11.3M	7	8.54%	Reduced
845	BCM Beryl Capital Management Redondo Beach, California	$176M	+$169M	1	19.62%	New
846	Farmers & Merchants Investments Inc Lincoln, Nebraska	$176M	-$42.7K	17	6.9%	Reduced
847	Woodline Partners San Francisco, California	$176M	-$103M	14	2.06%	Reduced
848	Clear Street New York	$176M	-$178M	5	3.08%	Reduced
849	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$175M	-$164K	6	13.58%	Reduced
850	DAM Davis Asset Management Sausalito, California	$175M	$0	2	10.24%	Maintained