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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
526	CM Conifer Management New York	$427M	+$72.8M	2	29.5%	Increased
527	MNBTD Moody National Bank Trust Division Galveston, Texas	$425M	-$150K	9	6.22%	Reduced
528	Kayne Anderson Rudnick Investment Management Los Angeles, California	$424M	+$26.2M	11	1.03%	Increased
529	Martingale Asset Management Boston, Massachusetts	$424M	-$120M	9	5.54%	Reduced
530	Adams Diversified Equity Fund Baltimore, Maryland	$419M	$0	4	16.57%	Maintained
531	Waverton Investment Management London, United Kingdom	$414M	-$14.2M	3	16.33%	Reduced
532	D.A. Davidson & Co Great Falls, Montana	$408M	+$4.26M	14	4.74%	Increased
533	Country Trust Bank Bloomington, Illinois	$408M	-$44.2M	14	11.95%	Reduced
534	RHBC R.H. Bluestein & Co Birmingham, Michigan	$406M	-$1.41M	7	16.08%	Reduced
535	AE Wealth Management Topeka, Kansas	$406M	+$22.2M	23	3.34%	Increased
536	SI SQN Investors Menlo Park, California	$403M	-$36.9M	3	21.53%	Reduced
537	Kornitzer Capital Management Shawnee Mission, Kansas	$403M	-$386K	10	6.18%	Reduced
538	Bridges Investment Management Omaha, Nebraska	$399M	-$46.2M	6	12.55%	Reduced
539	Crestwood Advisors Group Boston, Massachusetts	$399M	-$3.82M	7	11.3%	Reduced
540	Elo Mutual Pension Insurance Espoo, Finland	$397M	+$7.74M	13	12.77%	Increased
541	ANI American National Insurance Galveston, Texas	$397M	-$331K	9	14.93%	Reduced
542	Causeway Capital Management Los Angeles, California	$396M	-$99.4M	3	8.92%	Reduced
543	Abrams Capital Management Boston, Massachusetts	$392M	$0	1	8.54%	Maintained
544	ROIC Route One Investment Company San Francisco, California	$391M	+$3.59M	3	10.07%	Increased
545	Brandywine Global Investment Management Philadelphia, Pennsylvania	$390M	-$71.4M	4	2.95%	Reduced
546	Crossmark Global Holdings Houston, Texas	$389M	+$533K	15	9.11%	Increased
547	ACM Argent Capital Management St Louis, Missouri	$389M	+$97.5M	6	12.3%	Increased
548	R.M. Davis Inc Portland, Maine	$388M	-$123K	7	9.62%	Reduced
549	Wealthfront Advisers Palo Alto, California	$388M	+$23.6M	16	1.8%	Increased
550	H&H International Investment Palo Alto, California	$387M	+$232M	2	4.99%	Increased