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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	Greenwoods Asset Management (HK) Hong Kong	$427M	+$4.35M	3	11.24%	Increased
602	Meyer Handelman Company Rye Brook, New York	$426M	+$1.1M	7	15%	Increased
603	Westwood Holdings Group Dallas, Texas	$426M	-$26.5M	8	1.99%	Reduced
604	Salem Investment Counselors Winston Salem, North Carolina	$425M	+$873K	16	13.71%	Increased
605	LBP AM Paris, France	$424M	-$28.8M	9	17.4%	Reduced
606	Metropolis Capital Amersham, United Kingdom	$422M	-$123M	3	15.46%	Reduced
607	Sculptor Capital New York	$419M	+$125M	3	7.9%	Increased
608	Metis Global Partners San Diego, California	$418M	+$3.37M	14	14.36%	Increased
609	HHLR Advisors Grand Cayman, Cayman Islands	$418M	-$23.5M	5	10.3%	Reduced
610	Birch Hill Investment Advisors Boston, Massachusetts	$416M	-$4.71M	6	20.13%	Reduced
611	Mesirow Financial Investment Management Chicago, Illinois	$415M	-$1.09M	8	9.34%	Reduced
612	Cincinnati Financial Corp Fairfield, Ohio	$409M	$0	1	8.81%	Maintained
613	NZS Capital Denver, Colorado	$409M	-$13M	4	16.76%	Reduced
614	Stock Yards Bank & Trust Louisville, Kentucky	$408M	-$10M	7	13.52%	Reduced
615	Oak Associates Akron, Ohio	$407M	-$3.38M	8	26.99%	Reduced
616	Raymond James Trust St. Petersburg, Florida	$406M	+$8.2M	10	9.54%	Increased
617	Hantz Financial Services Southfield, Michigan	$406M	-$11M	16	7.81%	Reduced
618	Kestra Private Wealth Services Austin, Texas	$404M	+$43.7M	17	8.08%	Increased
619	Synovus Financial Columbus, Georgia	$403M	-$7.47M	13	5.32%	Reduced
620	TC Torno Capital Cohasset, Massachusetts	$402M	+$168M	5	18.77%	Increased
621	Scharf Investments Los Gatos, California	$402M	-$24.7M	4	11.47%	Reduced
622	Castleark Management Chicago, Illinois	$396M	+$16.7M	7	16.16%	Increased
623	Allianz Munich, Germany	$394M	+$290K	11	11.57%	Increased
624	Marathon Asset Management (UK) London, United Kingdom	$391M	-$27.9M	5	12.26%	Reduced
625	Peregrine Capital Management Minneapolis, Minnesota	$391M	-$898K	7	11.42%	Reduced