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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	NEA Management Company Timonium, Maryland	$95.3M	$0	1	4.98%	Maintained
877	AAM AO Asset Management New York	$95.3M	-$1.96M	3	7.94%	Reduced
878	Iconiq Capital San Francisco, California	$95.3M	-$80.5M	5	8.61%	Reduced
879	Sahana Capital Management Greenwich, Connecticut	$94.6M	+$98.7M	1	14.5%	New
880	Renaissance Group Covington, Kentucky	$94.6M	-$12.2M	8	5.26%	Reduced
881	Perpetual Ltd Sydney, New South Wales, Australia	$94.5M	+$39.3M	6	13.37%	Increased
882	Onex Canada Asset Management Toronto, Ontario, Canada	$94M	+$3.01M	5	6.23%	Increased
883	Chicago Capital Chicago, Illinois	$94M	-$401K	6	7.58%	Reduced
884	Buckingham Strategic Wealth Clayton, Missouri	$93.7M	+$4.61M	8	9.03%	Increased
885	NewEdge Advisors New Orleans, Louisiana	$93.1M	+$12M	10	4.49%	Increased
886	Suncoast Equity Management Tampa, Florida	$93.1M	+$7.06M	5	22.66%	Increased
887	Sumitomo Life Insurance Tokyo, Japan	$93.1M	+$1.15M	9	6.62%	Increased
888	Highland Private Wealth Management Bellevue, Washington	$92.5M	+$503K	6	25.29%	Increased
889	Barton Investment Management West Conshohocken, Pennsylvania	$92.2M	-$6.73M	5	14.3%	Reduced
890	Columbus Circle Investors	$92.2M	+$35.5M	5	5.08%	Increased
891	Sandy Spring Bank Olney, Maryland	$92.2M	+$1.09M	11	8.34%	Increased
892	Taikang Asset Management (HK) Hong Kong	$92.1M	-$16.9M	5	20.8%	Reduced
893	Cerity Partners New York	$91.9M	+$6.37M	12	5.79%	Increased
894	Alphinity Investment Management Sydney, Australia	$91.6M	-$22M	2	12.04%	Reduced
895	York Capital Management Global Advisors New York	$91.5M	+$95.1M	3	5.45%	New
896	Tree Line Advisors Central, Hong Kong	$91.4M	$0	1	26.64%	Maintained
897	Equitable Trust Nashville, Tennessee	$91.4M	+$12.9M	6	10.04%	Increased
898	DP DSAM Partners London, United Kingdom	$90.8M	+$32.1M	4	21.47%	Increased
899	ACR Alpine Capital Research St. Louis, Missouri	$90.2M	-$4.35M	1	5.99%	Reduced
900	Myriad Asset Management North Point, Hong Kong	$90.1M	-$55.3M	1	13.48%	Reduced