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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
576	YC Yarbrough Capital Franklin, Tennessee	$271M	-$31.8M	6	20.54%	Reduced
577	Capital Wealth Planning Naples, Florida	$269M	+$38.3M	5	5.27%	Increased
578	CA Cornerstone Advisors Asheville, North Carolina	$268M	+$52.1M	4	14.08%	Increased
579	NS Partners London, United Kingdom	$266M	+$7.64M	4	16.16%	Increased
580	Associated Banc-Corp Green Bay, Wisconsin	$266M	+$3.31M	6	11.65%	Increased
581	WorldQuant Millennium Advisors New York	$266M	+$933K	8	7.61%	Increased
582	TPI Tesco Pension Investment London, United Kingdom	$265M	-$271M	2	15.39%	Reduced
583	AAM Ardevora Asset Management London, United Kingdom	$264M	+$71.4M	5	4.33%	Increased
584	Kayne Anderson Rudnick Investment Management Los Angeles, California	$264M	+$4.14M	13	0.83%	Increased
585	Crawford Investment Counsel Atlanta, Georgia	$263M	-$5.42M	6	5.81%	Reduced
586	Harvard Management Company Boston, Massachusetts	$263M	+$78.9M	1	30.42%	Increased
587	Lido Advisors Los Angeles, California	$263M	-$2.78M	14	3.48%	Reduced
588	Cincinnati Financial Corp Fairfield, Ohio	$262M	-$10.9M	2	6.67%	Reduced
589	Confluence Investment Management St. Louis, Missouri	$260M	+$243K	5	4.05%	Increased
590	SPF Steven Patrick Farmer	$260M	+$275M	5	4.05%	New
591	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$258M	-$140M	4	12.69%	Reduced
592	Hantz Financial Services Southfield, Michigan	$258M	+$40M	19	8.7%	Increased
593	FAM Foxhaven Asset Management Charlottesville, Virginia	$258M	-$4.25M	1	11.64%	Reduced
594	MLICM Metropolitan Life Insurance Company (MetLife) New York	$256M	-$7.5M	17	11.26%	Reduced
595	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$256M	+$5.24M	5	17.71%	Increased
596	Cantor Fitzgerald New York	$255M	+$315M	12	4.95%	Increased
597	Credit Agricole Montrouge Cedex, France	$255M	+$31.5M	18	6.23%	Increased
598	Vanguard Personalized Indexing Management Oakland, California	$253M	+$65.8M	18	11.73%	Increased
599	WMC Westwood Management Corporation Chicago, Illinois	$253M	-$4.07M	5	31.8%	Reduced
600	O'Shaughnessy Asset Management Stamford, Connecticut	$252M	+$13.7M	13	4.65%	Increased