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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	Synovus Financial Columbus, Georgia	$298M	+$11.7M	14	3.49%	Increased
552	Pinnacle Associates New York	$296M	+$7.31M	13	6.47%	Increased
553	Beacon Pointe Advisors Newport Beach, California	$294M	-$81.5M	14	6.21%	Reduced
554	Capital Counsel New York	$294M	+$509K	5	17.89%	Increased
555	NewEdge Advisors New Orleans, Louisiana	$293M	+$176M	13	4.85%	Increased
556	Phoenix Financial Givatayim, Israel	$292M	-$10.4M	8	5.98%	Reduced
557	Maj Invest Holding A/S Copenhagen K, Denmark	$291M	+$171M	1	6.56%	Increased
558	Corvex Management New York	$290M	-$8.91M	3	18.4%	Reduced
559	SC SRB Corp Boston, Massachusetts	$289M	-$5.51M	1	18.75%	Reduced
560	Birch Hill Investment Advisors Boston, Massachusetts	$288M	+$3.34M	6	18.01%	Increased
561	Hosking Partners London, United Kingdom	$287M	-$72.2M	8	11.32%	Reduced
562	Jericho Capital Asset Management New York	$286M	+$259M	2	17.92%	Increased
563	KCM Kensico Capital Management Greenwich, Connecticut	$283M	+$17.6M	4	12.72%	Increased
564	Stonegate Investment Group Birmingham, Alabama	$281M	+$24.8M	6	12.31%	Increased
565	Disciplined Growth Investors Minneapolis, Minnesota	$281M	+$3.3M	4	7.55%	Increased
566	R.H. Bluestein & Co Birmingham, Michigan	$280M	-$18.2M	6	17.23%	Reduced
567	Advisors Capital Management Ridgewood, New Jersey	$280M	+$44.9M	6	8.54%	Increased
568	Cubist Systematic Strategies Stamford, Connecticut	$280M	+$118M	29	1.71%	Increased
569	Aristotle Atlantic Partners Sarasota, Florida	$276M	+$4.95M	7	21.23%	Increased
570	Cetera Investment Advisers Schaumburg, Illinois	$275M	+$28.9M	19	4.37%	Increased
571	Zevenbergen Capital Investments Edmonds, Washington	$274M	+$21.8M	7	12.54%	Increased
572	Argent Capital Management St Louis, Missouri	$273M	-$116M	5	10.36%	Reduced
573	Alleghany Corporation New York	$273M	$0	3	10.35%	Maintained
574	EP Wealth Advisors Torrance, California	$273M	+$15.6M	11	6.15%	Increased
575	Busey Bank Urbana, Illinois	$272M	+$779K	6	12.63%	Increased