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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
501	SGAM Smith Group Asset Management Dallas, Texas	$343M	-$45.6M	5	17.93%	Reduced
502	Nicholas Company Milwaukee, Wisconsin	$341M	-$27.3M	5	7.17%	Reduced
503	BOK Financial Tulsa, Oklahoma	$339M	+$39.2M	12	7.45%	Increased
504	Westwood Holdings Group Dallas, Texas	$337M	-$23.8M	7	4.27%	Reduced
505	IFM Investors Melbourne, Australia	$337M	+$36.4M	13	14.12%	Increased
506	BAPIM British Airways Pensions Investment Management London, United Kingdom	$334M	-$15.2M	5	13.31%	Reduced
507	MUFG Americas New York	$334M	-$1.4M	11	8.85%	Reduced
508	Cincinnati Insurance Fairfield, Ohio	$333M	-$24.8M	2	8.49%	Reduced
509	Shelton Capital Management Denver, Colorado	$331M	+$22.6M	10	13.71%	Increased
510	Steward Partners Investment Advisory New York	$330M	+$16.3M	26	8.33%	Increased
511	H Hexavest Montreal, Quebec, Canada	$329M	-$210M	10	8.85%	Reduced
512	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$329M	+$3.79M	10	13.69%	Increased
513	AC Alleghany Corporation New York	$328M	-$33.4M	3	16.71%	Reduced
514	RHBC R.H. Bluestein & Co Birmingham, Michigan	$327M	+$8.77M	8	16.41%	Increased
515	Riverbridge Partners Minneapolis, Minnesota	$326M	+$10.6M	5	4.55%	Increased
516	Schonfeld Strategic Advisors New York	$325M	+$107M	17	6.19%	Increased
517	Carson Wealth (CWM LLC) Omaha, Nebraska	$325M	+$201K	25	2.59%	Increased
518	WMC Westwood Management Corporation Chicago, Illinois	$324M	-$133K	5	29.49%	Reduced
519	Profund Advisors Bethesda, Maryland	$318M	-$1.49M	10	16.36%	Reduced
520	Johnson Investment Counsel Cincinnati, Ohio	$317M	+$3.85M	8	5.88%	Increased
521	Commerzbank Aktiengesellschaft Frankfurt, Germany	$316M	+$3.46M	7	30.39%	Increased
522	Adams Diversified Equity Fund Baltimore, Maryland	$315M	-$27.8M	4	15.38%	Reduced
523	TP Thunderbird Partners London, United Kingdom	$314M	-$97.8M	3	37.71%	Reduced
524	Zevenbergen Capital Investments Edmonds, Washington	$312M	-$2.91M	6	6.27%	Reduced
525	FCI Financial Counselors Inc Overland Park, Kansas	$312M	+$7.94M	9	9.15%	Increased