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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	WhitTier Trust Company Reno, Nevada	$278M	+$2.93M	18	11.86%	Increased
552	Scharf Investments Los Gatos, California	$278M	-$36.1M	5	10.5%	Reduced
553	Fiduciary Management Inc Milwaukee, Wisconsin	$276M	-$15.4M	1	2.91%	Reduced
554	Trillium Asset Management Boston, Massachusetts	$276M	-$214M	6	9.03%	Reduced
555	NewEdge Advisors New Orleans, Louisiana	$275M	-$566K	13	4.53%	Reduced
556	AAM Ardevora Asset Management London, United Kingdom	$272M	+$26.2M	6	4.9%	Increased
557	Beacon Pointe Advisors Newport Beach, California	$272M	-$254K	12	6.1%	Reduced
558	Capital Wealth Planning Naples, Florida	$272M	+$31.7M	5	4.96%	Increased
559	Lido Advisors Los Angeles, California	$272M	+$30.9M	14	3.41%	Increased
560	Disciplined Growth Investors Minneapolis, Minnesota	$270M	-$1.25M	3	7.5%	Reduced
561	Kornitzer Capital Management Shawnee Mission, Kansas	$269M	-$1.78M	9	5.76%	Reduced
562	TPG GP A Fort Worth, Texas	$268M	-$54M	2	4.39%	Reduced
563	Saturna Capital Bellingham, Washington	$268M	+$60.4M	5	6.53%	Increased
564	IVSFI IA Venture Strategies Fund II New York	$268M	$0	1	90.83%	Maintained
565	Atria Wealth Solutions New York	$268M	+$124M	14	4.63%	Increased
566	Bridgewater Associates Westport, Connecticut	$265M	+$56.4M	12	1.34%	Increased
567	Kayne Anderson Rudnick Investment Management Los Angeles, California	$264M	+$9.22M	12	0.87%	Increased
568	Capital Counsel New York	$263M	+$1.82M	5	17.05%	Increased
569	SG Americas Securities New York	$263M	-$36.1M	27	3.26%	Reduced
570	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$263M	-$47.4M	5	16.74%	Reduced
571	SC SRB Corp Boston, Massachusetts	$262M	$0	1	18.3%	Maintained
572	Martin Currie Edinburgh, United Kingdom	$260M	-$4.69M	3	11.07%	Reduced
573	Alleghany Corporation New York	$260M	$0	3	11.74%	Maintained
574	Brandywine Global Investment Management Philadelphia, Pennsylvania	$260M	-$12.3M	6	2.42%	Reduced
575	Stonegate Investment Group Birmingham, Alabama	$259M	+$3.91M	7	11.87%	Increased