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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	TBC Tweedy, Browne Co Stamford, Connecticut	$344M	-$167K	3	18.41%	Reduced
577	Westwood Holdings Group Dallas, Texas	$344M	-$6.36M	6	3.2%	Reduced
578	Clark Capital Management Group Philadelphia, Pennsylvania	$344M	+$44.4M	7	3.44%	Increased
579	Fiduciary Management Inc Milwaukee, Wisconsin	$343M	-$13.6M	1	3.49%	Reduced
580	Trillium Asset Management Boston, Massachusetts	$342M	+$1.56M	6	10.3%	Increased
581	Kornitzer Capital Management Shawnee Mission, Kansas	$341M	+$3.88M	9	7.03%	Increased
582	Atria Wealth Solutions New York	$339M	+$4.16M	18	4.75%	Increased
583	OA Oak Associates Akron, Ohio	$338M	-$15.1M	9	28.12%	Reduced
584	BOK Financial Tulsa, Oklahoma	$336M	-$17M	19	7.4%	Reduced
585	SW SVB Wealth Boston, Massachusetts	$334M	-$35.3M	13	7.34%	Reduced
586	Glenview Capital Management New York	$333M	+$103M	3	7.55%	Increased
587	Beutel, Goodman & Co Toronto, Ontario, Canada	$332M	-$45.2K	3	1.96%	Reduced
588	Busey Bank Urbana, Illinois	$332M	-$3.72M	6	14.2%	Reduced
589	FI Focused Investors Los Angeles, California	$332M	-$5.18M	2	11.82%	Reduced
590	YC Yarbrough Capital Franklin, Tennessee	$332M	$0	9	19.48%	Maintained
591	Kayne Anderson Rudnick Investment Management Los Angeles, California	$331M	-$5.22M	15	0.94%	Reduced
592	Orbis Allan Gray Hamilton, Bermuda	$331M	-$66.3M	5	2.38%	Reduced
593	Glenview Trust Louisville, Kentucky	$330M	+$10.3M	7	9.1%	Increased
594	PCM Palestra Capital Management New York	$328M	+$107M	3	17.32%	Increased
595	MAMU Marathon Asset Management (UK) London, United Kingdom	$328M	-$29.5M	5	10.17%	Reduced
596	Prudential plc London, England, United Kingdom	$326M	+$6.24M	16	3.62%	Increased
597	SRIM Saratoga Research & Investment Management Saratoga, California	$325M	-$3.77M	6	15.85%	Reduced
598	Sequoia Financial Advisors Akron, Ohio	$324M	+$11.4M	11	5.68%	Increased
599	Soros Fund Management New York	$322M	+$5.21M	7	4.57%	Increased
600	TC Tairen Capital Hong Kong	$322M	-$566M	7	45.22%	Reduced