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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
876	Richard Bernstein Advisors New York	$88.6M	-$29.7M	7	2.87%	Reduced
877	Moody Lynn & Lieberson Boston, Massachusetts	$88.6M	+$8.65M	5	10.15%	Increased
878	Global Endowment Management Charlotte, North Carolina	$88.5M	+$8.58M	5	12.51%	Increased
879	Edgemoor Investment Advisors Bethesda, Maryland	$88.4M	-$436K	6	11.63%	Reduced
880	Trust Company of Vermont Brattleboro, Vermont	$88.4M	-$154K	13	7.61%	Reduced
881	HSC Harbor Spring Capital New York	$88.1M	$0	2	10.01%	Maintained
882	London & Capital Asset Management London, United Kingdom	$88.1M	-$13.1M	8	13.24%	Reduced
883	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$88.1M	+$4.52M	6	35.74%	Increased
884	MC Maplelane Capital New York	$88M	-$87.5M	3	2.46%	Reduced
885	Harvard Management Company Boston, Massachusetts	$87.7M	-$101M	1	22.26%	Reduced
886	Soma Equity Partners San Francisco, California	$87.6M	+$5.05M	1	7.62%	Increased
887	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$87.3M	-$10.6M	6	9.72%	Reduced
888	Stratos Wealth Partners Beachwood, Ohio	$87.2M	+$2.23M	11	3.92%	Increased
889	KCM Investment Advisors Greenbrae, California	$87.2M	+$984K	7	5.64%	Increased
890	EC EMS Capital New York	$86.6M	-$74M	1	6.5%	Reduced
891	Oaktree Capital Management Los Angeles, California	$86.5M	+$7.24M	2	1.64%	Increased
892	Sumitomo Life Insurance Tokyo, Japan	$86.1M	-$8.1M	9	11.57%	Reduced
893	ICP Indus Capital Partners New York	$86.1M	+$15.1K	1	11.24%	Increased
894	AC Athanor Capital New York	$86.1M	+$51.6M	8	14.36%	Increased
895	Penserra Capital Management Orinda, California	$85.5M	+$15.5M	14	6.84%	Increased
896	Torray Investment Partners Bethesda, Maryland	$85.4M	-$630K	6	9.01%	Reduced
897	Capital International Sarl Los Angeles, California	$85.4M	-$20M	7	10.67%	Reduced
898	Think Investments San Francisco, California	$85.3M	-$7.57M	2	39.62%	Reduced
899	Bowen Hanes & Co Ponte Vedra Beach, Florida	$85.3M	-$890K	6	3.78%	Reduced
900	OAMU Ostrum Asset Management US New York	$85.2M	-$70.7M	4	23.73%	Reduced