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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
551	Mizuho Securities USA New York	$722M	+$181M	6	11.65%	Increased
552	R.M. Davis Inc Portland, Maine	$722M	+$4.84M	7	11.39%	Increased
553	YC Yarbrough Capital Franklin, Tennessee	$721M	-$3.46M	8	21.59%	Reduced
554	Artemis Investment Management Edinburgh, United Kingdom	$718M	+$352M	9	6.39%	Increased
555	Impax Asset Management Group London, United Kingdom	$717M	+$33M	10	4.66%	Increased
556	Nicholas Company Milwaukee, Wisconsin	$713M	-$4.09M	6	13.05%	Reduced
557	Arax Advisory Partners Denver, Colorado	$704M	+$595M	35	4.67%	Increased
558	SAMH Shanda Asset Management Holdings Tortola,, British Virgin Islands	$698M	+$128M	2	33.37%	Increased
559	Nearwater Capital Markets Dublin 4, Dublin, Ireland	$697M	+$397M	4	12.03%	Increased
560	Capital Advisors Inc Tulsa, Oklahoma	$692M	+$36.1M	8	10.18%	Increased
561	UMB Bank Kansas City, Missouri	$690M	-$17.3M	22	8.74%	Reduced
562	Capital Group Private Client Services Los Angeles, California	$688M	-$26M	5	9.7%	Reduced
563	Nikko Asset Management Americas New York	$687M	-$6.68M	10	8.87%	Reduced
564	EFG International Zurich,	$685M	+$19.3M	19	12.54%	Increased
565	Generali Asset Management Trieste, Italy	$683M	+$3.39M	14	12.35%	Increased
566	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$677M	$0	2	41.33%	Maintained
567	Douglas Lane & Associates New York	$675M	-$18.1M	9	9.16%	Reduced
568	Aptus Capital Advisors Fairhope, Alabama	$673M	+$4.13M	16	4.6%	Increased
569	Harvest Portfolios Group Oakville, Ontario, Canada	$670M	+$92.5M	6	9.45%	Increased
570	ACM Anomaly Capital Management New York	$664M	+$250M	2	25.37%	Increased
571	Munich Reinsurance Munich,	$664M	+$122M	7	14.52%	Increased
572	Perfromance Wealth Partners Hinsdale, Illinois	$664M	-$54.6M	6	16.48%	Reduced
573	MIM Meridiem Investment Management London, United Kingdom	$659M	-$117M	4	17.67%	Reduced
574	Zevenbergen Capital Investments Edmonds, Washington	$657M	-$23.3M	8	15.02%	Reduced
575	Oppenheimer Asset Management New York	$657M	-$37.6M	17	6.83%	Reduced