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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	Cannell & Co New York	$331M	+$6.47M	6	12.7%	Increased
502	Wealthfront Advisers Palo Alto, California	$331M	-$30.5M	15	1.76%	Reduced
503	Commerzbank Aktiengesellschaft Frankfurt, Germany	$330M	+$5.33M	7	24.44%	Increased
504	Aristotle Atlantic Partners Sarasota, Florida	$328M	+$79M	7	19.95%	Increased
505	ROIC Route One Investment Company San Francisco, California	$328M	$0	3	12.41%	Maintained
506	Colony Group Boston, Massachusetts	$327M	+$2.61M	10	5.76%	Increased
507	Carson Wealth (CWM LLC) Omaha, Nebraska	$326M	+$44.8M	33	2.59%	Increased
508	Consulta London, United Kingdom	$325M	-$14.1M	3	32.45%	Reduced
509	Nicholas Company Milwaukee, Wisconsin	$325M	-$2.7M	5	7.43%	Reduced
510	Prio Wealth Limited Partnership Boston, Massachusetts	$324M	+$1.21M	7	13.89%	Increased
511	Abeille Asset Management France	$320M	-$41.3M	4	12.43%	Reduced
512	Kentucky Retirement Systems Frankfort, Kentucky	$319M	+$17.7M	10	13.53%	Increased
513	Perfromance Wealth Partners Hinsdale, Illinois	$319M	-$2.32M	6	18.47%	Reduced
514	Banco Santander Madrid, Spain	$319M	-$59.5M	9	4.25%	Reduced
515	DVI Deccan Value Investors Greenwich, Connecticut	$318M	-$131M	2	39.84%	Reduced
516	D.A. Davidson & Co Great Falls, Montana	$318M	-$1.28M	12	4.17%	Reduced
517	Achmea Investment Management Zeist, Netherlands	$317M	-$35.5M	14	11.21%	Reduced
518	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$317M	+$93M	5	16.8%	Increased
519	Marathon Asset Management (UK) London, United Kingdom	$311M	-$294M	5	9.27%	Reduced
520	Elo Mutual Pension Insurance Espoo, Finland	$311M	-$18.1M	13	11.74%	Reduced
521	Cincinnati Insurance Fairfield, Ohio	$310M	-$22.3M	2	7.1%	Reduced
522	Capital International Inc Los Angeles, California	$309M	-$248M	7	6.91%	Reduced
523	Crestwood Advisors Group Boston, Massachusetts	$306M	+$3.09M	7	10.86%	Increased
524	Sculptor Capital New York	$305M	-$187M	6	3.8%	Reduced
525	Argent Capital Management St Louis, Missouri	$301M	+$52M	5	11.8%	Increased