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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
601	Nikko Asset Management Americas New York	$404M	-$229M	7	4.01%	Reduced
602	Brinker Capital Investments Berwyn, Pennsylvania	$404M	+$1.17M	11	4.32%	Increased
603	Orion Portfolio Solutions Omaha, Nebraska	$404M	+$1.17M	11	4.32%	Increased
604	NewEdge Wealth Pittsburgh, Pennsylvania	$402M	+$47.5M	9	9.01%	Increased
605	Meyer Handelman Company Rye Brook, New York	$401M	+$20.4M	7	14.06%	Increased
606	Schonfeld Strategic Advisors New York	$401M	-$88.9M	20	2.66%	Reduced
607	GAMH Greenwoods Asset Management (HK) Hong Kong	$399M	-$215M	3	12.37%	Reduced
608	SCM Steadfast Capital Management New York	$394M	+$1.08M	2	8.89%	Increased
609	Scharf Investments Los Gatos, California	$393M	-$11.2M	4	10.65%	Reduced
610	ACM Anomaly Capital Management New York	$393M	-$2.53M	2	13.86%	Reduced
611	Birch Hill Investment Advisors Boston, Massachusetts	$389M	-$11.2M	6	18.91%	Reduced
612	Walleye Capital New York	$385M	+$200M	29	0.69%	Increased
613	Cincinnati Financial Corp Fairfield, Ohio	$385M	$0	1	8.48%	Maintained
614	Salem Investment Counselors Winston Salem, North Carolina	$382M	+$5.4M	16	12.55%	Increased
615	NZS Capital Denver, Colorado	$382M	+$36.2M	4	15.84%	Increased
616	Hantz Financial Services Southfield, Michigan	$381M	-$17.9M	19	7.43%	Reduced
617	SW SVB Wealth Boston, Massachusetts	$381M	-$17M	14	8.49%	Reduced
618	Stock Yards Bank & Trust Louisville, Kentucky	$380M	+$12.7M	7	12.57%	Increased
619	Liontrust Investment Partners London, United Kingdom	$379M	-$113M	9	5.28%	Reduced
620	Metis Global Partners San Diego, California	$379M	+$798K	13	13.76%	Increased
621	Nippon Life Global Investors Americas New York	$377M	+$18.5M	3	17.62%	Increased
622	Synovus Financial Columbus, Georgia	$376M	+$602K	12	4.89%	Increased
623	MAMU Marathon Asset Management (UK) London, United Kingdom	$376M	-$3.01M	5	10.03%	Reduced
624	Peregrine Capital Management Minneapolis, Minnesota	$370M	+$967K	8	10.61%	Increased
625	Mesirow Financial Investment Management Chicago, Illinois	$370M	+$59.8M	8	8.42%	Increased