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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	Saratoga Research & Investment Management Saratoga, California	$338M	-$63.1M	6	15.6%	Reduced
577	Beacon Pointe Advisors Newport Beach, California	$338M	-$21.8M	13	5.52%	Reduced
578	Close Asset Management London, United Kingdom	$337M	-$198M	12	15.79%	Reduced
579	Brookfield Corp Toronto, Ontario, Canada	$335M	-$12.9M	11	1.32%	Reduced
580	Beutel, Goodman & Co Toronto, Ontario, Canada	$335M	+$6.37M	3	1.88%	Increased
581	Brinker Capital Investments Berwyn, Pennsylvania	$334M	-$2.65M	14	3.56%	Reduced
582	Orion Portfolio Solutions Omaha, Nebraska	$334M	-$2.65M	14	3.56%	Reduced
583	Hantz Financial Services Southfield, Michigan	$333M	-$19.9M	19	8.33%	Reduced
584	Cantor Fitzgerald New York	$330M	+$7.69M	13	7.56%	Increased
585	Ethic Inc New York	$330M	+$9.6M	17	12.23%	Increased
586	CA Cornerstone Advisors Asheville, North Carolina	$329M	-$59.8M	5	15.68%	Reduced
587	Southpoint Capital Advisors New York	$328M	+$203M	2	7.11%	Increased
588	Glenview Trust Louisville, Kentucky	$327M	+$8.14M	7	8.93%	Increased
589	NS Partners London, United Kingdom	$327M	-$4.27M	4	17.23%	Reduced
590	Fiduciary Management Inc Milwaukee, Wisconsin	$326M	-$30.6M	1	3.3%	Reduced
591	YC Yarbrough Capital Franklin, Tennessee	$324M	-$106K	9	18.38%	Reduced
592	Shell Asset Management The Hague, Netherlands	$324M	-$12.3M	20	12.79%	Reduced
593	Prudential plc London, England, United Kingdom	$323M	-$5.35M	14	3.78%	Reduced
594	Mondrian Investment Partners London, United Kingdom	$322M	-$28.4M	4	6.44%	Reduced
595	KCM Kensico Capital Management Greenwich, Connecticut	$320M	+$64.7M	2	12.91%	Increased
596	Atria Investments Charlotte, North Carolina	$319M	+$7.09M	10	5.77%	Increased
597	Crawford Investment Counsel Atlanta, Georgia	$319M	+$22.6M	7	6.49%	Increased
598	Martin Currie Edinburgh, United Kingdom	$319M	+$9.9M	3	10.73%	Increased
599	Madison Asset Management Madison, Wisconsin	$318M	-$24M	7	4.64%	Reduced
600	Associated Banc-Corp Green Bay, Wisconsin	$318M	-$4.23M	6	12.01%	Reduced