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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	ROIC Route One Investment Company San Francisco, California	$542M	-$63.7M	3	21.19%	Reduced
552	Moore Capital Management New York	$541M	+$428M	10	6.22%	Increased
553	Badgley Phelps Wealth Managers Seattle, Washington	$539M	-$6.63M	7	12.59%	Reduced
554	Capital Advisors Inc Tulsa, Oklahoma	$535M	+$3.89M	6	10.66%	Increased
555	Kentucky Retirement Systems Frankfort, Kentucky	$532M	-$7.11M	9	15.68%	Reduced
556	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$528M	+$81.5M	17	3.52%	Increased
557	Crossmark Global Holdings Houston, Texas	$528M	-$37.3M	18	9.63%	Reduced
558	Coldstream Capital Management Bellevue, Washington	$528M	+$8.41M	17	11.25%	Increased
559	South Dakota Investment Council Sioux Falls, South Dakota	$527M	-$14.2M	9	10.5%	Reduced
560	R.M. Davis Inc Portland, Maine	$524M	+$4.14M	6	10.23%	Increased
561	Avantax Advisory Services Dallas, Texas	$523M	+$25.4M	18	3.29%	Increased
562	Madison Asset Management Madison, Wisconsin	$522M	+$1M	7	5.89%	Increased
563	Madison Investment Advisors Madison, Wisconsin	$522M	+$495M	7	5.89%	New
564	Chilton Investment Company Stamford, Connecticut	$521M	+$7.45M	5	13.39%	Increased
565	F.L. Putnam Investment Management Lynnfield, Massachusetts	$515M	-$14M	9	9.42%	Reduced
566	SCM Silvant Capital Management Atlanta, Georgia	$512M	+$16.8M	8	21.26%	Increased
567	Busey Bank Urbana, Illinois	$509M	+$5.06M	6	16.69%	Increased
568	Vident Advisory Alpharetta, Georgia	$506M	+$211M	23	8.87%	Increased
569	LGT Capital Partners Pfaeffikon, Switzerland	$505M	-$48M	3	19.21%	Reduced
570	SC SRB Corp Boston, Massachusetts	$504M	$0	3	28.91%	Maintained
571	London Company of Virginia Richmond, Virginia	$504M	-$20.9M	3	2.75%	Reduced
572	Riverbridge Partners Minneapolis, Minnesota	$501M	-$16.8M	5	6.83%	Reduced
573	Disciplined Growth Investors Minneapolis, Minnesota	$500M	+$7.77M	4	9.51%	Increased
574	YC Yarbrough Capital Franklin, Tennessee	$500M	-$2.16M	9	19.2%	Reduced
575	Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg	$499M	+$480M	3	13.55%	New