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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	Atria Investments Charlotte, North Carolina	$467M	-$3.88M	17	5.8%	Reduced
552	Atria Wealth Solutions New York	$466M	-$40.6M	14	5.05%	Reduced
553	Avantax Advisory Services Dallas, Texas	$464M	+$10.5M	18	3.05%	Increased
554	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$464M	+$103M	3	10.92%	Increased
555	SCM Silvant Capital Management Atlanta, Georgia	$462M	-$9.36M	8	20.28%	Reduced
556	Stonegate Investment Group Birmingham, Alabama	$461M	+$5.78M	10	12.14%	Increased
557	MKP Capital Management New York	$458M	+$208M	3	39.06%	Increased
558	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$457M	-$6.91M	9	15.04%	Reduced
559	PGGM Investments Zeist, Netherlands	$456M	+$40.4M	8	5.84%	Increased
560	NEOS Investment Management Westport, Connecticut	$456M	+$82.1M	10	13.76%	Increased
561	Munro Partners Melbourne, Australia	$454M	-$64.3M	3	16.55%	Reduced
562	Samlyn Capital New York	$454M	+$13.3M	3	6.87%	Increased
563	CCP Cryder Capital Partners London, United Kingdom	$453M	-$2.41M	2	26.08%	Reduced
564	Advisors Asset Management Monument, Colorado	$452M	-$3.22M	21	8.3%	Reduced
565	CC Capital Counsel New York	$451M	-$3.13M	5	19.41%	Reduced
566	Crake Asset Management London, United Kingdom	$451M	+$30.8M	3	55.34%	Increased
567	SRIM Saratoga Research & Investment Management Saratoga, California	$449M	-$9.47M	6	19.66%	Reduced
568	YC Yarbrough Capital Franklin, Tennessee	$447M	-$75.8K	9	18.2%	Reduced
569	Citizens Financial Group Providence, Rhode Island	$444M	+$27.2M	11	8.94%	Increased
570	Sanibel Captiva Trust Company Sanibel, Florida	$442M	-$7.68M	9	14.16%	Reduced
571	Country Trust Bank Bloomington, Illinois	$440M	-$25.4M	10	10.76%	Reduced
572	JHP James Hambro & Partners London, United Kingdom	$438M	+$7.22M	5	18.26%	Increased
573	Disciplined Growth Investors Minneapolis, Minnesota	$438M	+$18.9M	4	8.27%	Increased
574	MAMU Marathon Asset Management (UK) London, United Kingdom	$435M	+$54.7M	6	12.03%	Increased
575	Pinnacle Associates New York	$434M	+$15.9M	10	7.38%	Increased