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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	Crossmark Global Holdings Houston, Texas	$660M	-$12.8M	20	9.74%	Reduced
527	BSL Blue Sparrow LLC Dover, Delaware	$659M	+$5.78M	6	11.26%	Increased
528	Elliott Investment Management West Palm Beach, Florida	$653M	+$195M	1	3.25%	Increased
529	Gulf International Bank (UK) London, United Kingdom	$652M	+$245M	15	14.58%	Increased
530	Slate Path Capital New York	$647M	-$126M	2	9.61%	Reduced
531	Atreides Management Boston, Massachusetts	$644M	-$241M	7	12.87%	Reduced
532	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$640M	-$3.12M	16	11.22%	Reduced
533	Impax Asset Management Group London, United Kingdom	$639M	-$180M	10	4.46%	Reduced
534	Glenview Trust Louisville, Kentucky	$633M	+$21.4M	7	9.94%	Increased
535	AKO Capital London, United Kingdom	$633M	-$121M	2	12.39%	Reduced
536	PEAK6 Chicago, Illinois	$629M	-$122M	11	1.48%	Reduced
537	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$628M	+$958K	2	38.43%	Increased
538	F.L. Putnam Investment Management Lynnfield, Massachusetts	$626M	-$18.5M	9	9.32%	Reduced
539	Perfromance Wealth Partners Hinsdale, Illinois	$625M	-$50.3M	6	18.14%	Reduced
540	HB Wealth Management Atlanta, Georgia	$625M	+$22.8M	19	4.05%	Increased
541	R.M. Davis Inc Portland, Maine	$623M	+$14.4M	7	11.06%	Increased
542	Waverly Advisors Birmingham, Alabama	$623M	+$103M	18	4.65%	Increased
543	C Consulta London, United Kingdom	$622M	+$32.9M	3	30.97%	Increased
544	UMB Bank Kansas City, Missouri	$621M	+$2.96M	22	8.67%	Increased
545	Walleye Trading New York	$619M	+$372M	13	1.03%	Increased
546	Oppenheimer Asset Management New York	$618M	+$112M	15	7.05%	Increased
547	YC Yarbrough Capital Franklin, Tennessee	$612M	+$3.49M	8	21.44%	Increased
548	SCM Silvant Capital Management Atlanta, Georgia	$610M	+$39.6M	8	21.07%	Increased
549	Nicholas Company Milwaukee, Wisconsin	$609M	-$19.5M	6	11.96%	Reduced
550	Douglas Lane & Associates New York	$608M	-$16.2M	9	8.77%	Reduced