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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
976	GMF Grace & Mercy Foundation New York	$190M	-$14.5M	3	42.9%	Reduced
977	Contrarius Investment Management St. Helier, Jersey	$189M	+$14.5M	5	11.79%	Increased
978	Kimelman & Baird New York	$188M	+$178M	8	15.53%	New
979	Concurrent Investment Advisors Tampa, Florida	$188M	+$39.1M	11	6.17%	Increased
980	Venture Visionary Partners Sylvania, Ohio	$187M	+$4.82M	7	8.62%	Increased
981	Sachem Head Capital Management New York	$187M	$0	1	9.31%	Maintained
982	Siemens Fonds Invest Munich, Germany	$187M	-$718K	9	14.01%	Reduced
983	Lombard Odier Asset Management (Europe) London, United Kingdom	$187M	+$34.5M	7	8.83%	Increased
984	Bragg Financial Advisors Charlotte, North Carolina	$186M	-$522K	6	8.3%	Reduced
985	Verus Capital Partners Scottsdale, Arizona	$186M	+$2.54M	7	19.23%	Increased
986	First Long Island Investors Jericho, New York	$186M	-$3.48M	4	15.72%	Reduced
987	Montag & Associates Atlanta, Georgia	$186M	+$540K	15	9.37%	Increased
988	Mizuho Markets Americas New York	$185M	-$3.6M	4	4.45%	Reduced
989	Optimus Prime Fund Management Grand Cayman, Cayman Islands	$185M	-$90.8M	2	21.82%	Reduced
990	SouthState Corp Winter Haven, Florida	$185M	+$4.4M	12	13.47%	Increased
991	Wilkinson Global Asset Management New York	$185M	-$1.61M	5	11.54%	Reduced
992	Independent Financial Group San Diego, California	$184M	+$8.38M	13	7.37%	Increased
993	Frank Rimerman Advisors Palo Alto, California	$184M	+$119M	12	13.02%	Increased
994	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$183M	-$12.2M	7	18.65%	Reduced
995	Baskin Financial Services Toronto, Ontario, Canada	$183M	-$12.5M	4	15.64%	Reduced
996	Trexquant Investment Stamford, Connecticut	$183M	+$30.7M	16	2.78%	Increased
997	Avity Investment Management Greenwich, Connecticut	$182M	-$3.68M	6	14.68%	Reduced
998	North Star Asset Management Neenah, Wisconsin	$182M	-$1.99M	7	8.63%	Reduced
999	CCM Candlestick Capital Management Greenwich, Connecticut	$182M	-$29.9M	3	5%	Reduced
1000	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$182M	+$62.7M	2	0.88%	Increased