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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	Meitav Investment House Bene-Beraq, Israel	$366M	-$31.5M	11	5.88%	Reduced
552	Marathon Asset Management (UK) London, United Kingdom	$365M	-$38.6M	5	10.25%	Reduced
553	Kayne Anderson Rudnick Investment Management Los Angeles, California	$361M	+$30.4M	15	1.01%	Increased
554	Credit Agricole Montrouge Cedex, France	$357M	+$19.2M	16	6.46%	Increased
555	Westwood Holdings Group Dallas, Texas	$356M	-$62.6M	7	3.18%	Reduced
556	Cannell & Co New York	$355M	+$5.4M	6	11.8%	Increased
557	Apollo Management Holdings New York	$353M	$0	1	3%	Maintained
558	Capital Counsel New York	$352M	-$4.55M	5	19.37%	Reduced
559	BOK Financial Tulsa, Oklahoma	$352M	-$16.9M	18	7.16%	Reduced
560	Clear Street New York	$351M	+$254M	7	3.42%	Increased
561	Bridgewater Associates Westport, Connecticut	$350M	-$34.7M	9	2.16%	Reduced
562	Kornitzer Capital Management Shawnee Mission, Kansas	$348M	-$6.51M	9	6.84%	Reduced
563	Adams Diversified Equity Fund Baltimore, Maryland	$347M	+$14.1M	4	14.43%	Increased
564	Oak Associates Akron, Ohio	$344M	-$18.5M	9	27.52%	Reduced
565	Busey Bank Urbana, Illinois	$344M	-$7.78M	6	13.98%	Reduced
566	R.M. Davis Inc Portland, Maine	$343M	-$14.2M	7	8.24%	Reduced
567	DFO Duquesne Family Office New York	$343M	-$104M	3	11.93%	Reduced
568	Coldstream Capital Management Bellevue, Washington	$343M	-$5.74M	10	10.87%	Reduced
569	AGF Management Toronto, Ontario, Canada	$341M	-$446M	10	2.48%	Reduced
570	Disciplined Growth Investors Minneapolis, Minnesota	$341M	-$3.83M	3	7.7%	Reduced
571	Advisors Capital Management Ridgewood, New Jersey	$341M	+$299K	6	8.13%	Increased
572	O'Shaughnessy Asset Management Stamford, Connecticut	$341M	+$3.32M	13	5.05%	Increased
573	Atria Wealth Solutions New York	$341M	+$6.82M	19	4.65%	Increased
574	Trillium Asset Management Boston, Massachusetts	$340M	-$7.18M	6	9.54%	Reduced
575	TPG GP A Fort Worth, Texas	$339M	-$64.1M	3	4.97%	Reduced