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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
851	James Hambro & Partners London, United Kingdom	$88M	-$736K	4	32.15%	Reduced
852	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$87.9M	+$14.6M	11	9.26%	Increased
853	Palladium Partners Norfolk, Virginia	$87.7M	+$399K	6	6.38%	Increased
854	Partners Capital Investment Group Boston, Massachusetts	$87.5M	+$42.8M	5	11.25%	Increased
855	Granite Investment Partners El Segundo, California	$87.4M	-$2.14M	6	5.53%	Reduced
856	BloombergSen Toronto, Ontario, Canada	$87.3M	+$875K	1	5.69%	Increased
857	Tower Bridge Advisors Conshohocken, Pennsylvania	$87.1M	-$915K	7	9.72%	Reduced
858	Ashfield Capital Partners San Francisco, California	$87.1M	+$191K	9	10.87%	Increased
859	SCM Stevens Capital Management Radnor, Pennsylvania	$86.9M	+$67M	10	3.12%	Increased
860	LCM Lomas Capital Management New York	$86.7M	+$11.5M	2	15.04%	Increased
861	Carnegie Investment Counsel Pepper Pike, Ohio	$86.6M	+$428K	7	6.59%	Increased
862	CC Carlson Capital Dallas, Texas	$86.4M	+$16M	2	1.21%	Increased
863	OAM Oxford Asset Management Oxford, United Kingdom	$86.2M	+$29.2M	17	1.65%	Increased
864	Eastern Bank Boston, Massachusetts	$86.1M	-$761K	6	5.88%	Reduced
865	First Long Island Investors Jericho, New York	$85.9M	-$8.2M	5	12.27%	Reduced
866	Avenir Corporation Alexandria, Virginia	$85.7M	-$12.8M	2	9.79%	Reduced
867	DCM Decatur Capital Management Decatur, Georgia	$85.7M	+$4.58M	4	17.03%	Increased
868	Tremblant Capital Group West Palm Beach, Florida	$85.5M	+$46.8M	1	5.03%	Increased
869	AC Asturias Capital New York	$85.4M	+$19.1M	3	17.47%	Increased
870	Raymond James Trust St. Petersburg, Florida	$85.1M	+$1.77M	12	5.18%	Increased
871	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$84.8M	-$815K	13	4.5%	Reduced
872	YHB Investment Advisors West Hartford, Connecticut	$84.7M	-$436K	7	13.85%	Reduced
873	Baldwin Wealth Partners Marion, Massachusetts	$84.6M	-$2.89M	9	13.15%	Reduced
874	Curi RMB Capital Chicago, Illinois	$84.2M	-$9.4M	9	2%	Reduced
875	NM NWI Management New York	$83.7M	+$81.1M	1	9.4%	New