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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	Illinois Municipal Retirement Fund Oak Brook, Illinois	$579M	-$4.54M	15	8.25%	Reduced
502	Perfromance Wealth Partners Hinsdale, Illinois	$577M	+$8.44M	7	19.86%	Increased
503	Gabelli Funds Rye, New York	$574M	-$25.6M	12	4.14%	Reduced
504	UMB Bank Kansas City, Missouri	$573M	-$10.2M	18	8.92%	Reduced
505	Antipodes Partners Royal Exchange, Australia	$568M	-$65.7M	5	19.69%	Reduced
506	Nomura Holdings Tokyo, Japan	$565M	+$95.7M	14	1.3%	Increased
507	Aristotle Atlantic Partners Sarasota, Florida	$565M	-$393K	6	17.57%	Reduced
508	Hyperion Asset Management Brisbane, Australia	$565M	-$1.2M	3	21.68%	Reduced
509	ACM Argent Capital Management St Louis, Missouri	$564M	-$10.1M	6	15.61%	Reduced
510	CAM Contour Asset Management New York	$559M	-$251M	6	18.46%	Reduced
511	Construction & Building Unions Superannuation Fund Melbourne, Australia	$557M	-$6.7M	4	22.25%	Reduced
512	Beacon Pointe Advisors Newport Beach, California	$555M	-$15.5M	14	6.4%	Reduced
513	Shelton Capital Management Denver, Colorado	$552M	+$10.2M	12	14.18%	Increased
514	Dorsal Capital Management Redwood City, California	$551M	-$19.4M	2	17.08%	Reduced
515	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$546M	+$85.7M	14	12.19%	Increased
516	DF Dent & Co Baltimore, Maryland	$544M	-$5.68M	6	6.62%	Reduced
517	TA Trivest Advisors Hong Kong	$543M	-$148M	6	30.83%	Reduced
518	Clark Capital Management Group Philadelphia, Pennsylvania	$542M	+$46.4M	9	3.71%	Increased
519	Sapient Capital Indianapolis, Indiana	$541M	+$4.79M	8	10.87%	Increased
520	Findlay Park Partners London, United Kingdom	$540M	-$233M	2	5.09%	Reduced
521	Crossmark Global Holdings Houston, Texas	$538M	-$6.75M	16	9.6%	Reduced
522	Voloridge Investment Management Jupiter, Florida	$531M	-$10.2M	13	1.93%	Reduced
523	LCP LGT Capital Partners Pfaeffikon, Switzerland	$529M	-$30.9M	3	18.4%	Reduced
524	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$528M	-$12.6M	7	15.47%	Reduced
525	ROIC Route One Investment Company San Francisco, California	$527M	-$47.3M	3	18.46%	Reduced