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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
626	Meyer Handelman Company Rye Brook, New York	$140M	-$8.47M	7	6.73%	Reduced
627	MVP Miller Value Partners Sarasota, Florida	$140M	-$2.35M	3	5.94%	Reduced
628	BOK Financial Tulsa, Oklahoma	$139M	-$4.3M	11	3.84%	Reduced
629	Douglass Winthrop Advisors New York	$139M	-$2.37M	6	7.58%	Reduced
630	Avalon Investment & Advisory Houston, Texas	$139M	-$21.1M	7	4.36%	Reduced
631	AI ArchPoint Investors Coral Gables, Florida	$139M	-$2.37M	4	43.25%	Reduced
632	FI Focused Investors Los Angeles, California	$138M	-$70M	1	5.63%	Reduced
633	FCM Flinton Capital Management Philadelphia, Pennsylvania	$138M	-$4.68M	6	4.7%	Reduced
634	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$138M	+$339K	12	1.35%	Increased
635	Washington Trust Westerly, Rhode Island	$138M	+$1.41M	8	7.75%	Increased
636	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$138M	-$12.8M	7	3.42%	Reduced
637	ESG Emerging Sovereign Group New York	$137M	+$56.4M	2	31.25%	Increased
638	Ninety One North America New York	$137M	+$5.18M	7	21.75%	Increased
639	JC Joho Capital New York	$137M	-$32.3M	1	35.21%	Reduced
640	ACR Alpine Capital Research St. Louis, Missouri	$137M	-$17.7M	1	7.25%	Reduced
641	Tiedemann Advisors New York	$137M	+$116M	7	10.44%	Increased
642	Fullerton Fund Management Singapore	$136M	-$17.6M	1	56.17%	Reduced
643	UMB Bank Kansas City, Missouri	$136M	+$204K	7	4.42%	Increased
644	SCGE Management Menlo Park, California	$134M	+$10.5M	3	21.01%	Increased
645	HS Huntington Steele Oaks, Pennsylvania	$134M	+$928	3	36.14%	Increased
646	RBC Europe London, United Kingdom	$132M	+$4.84M	13	16.29%	Increased
647	Rheos Capital Works Tokyo, Japan	$131M	+$124M	2	100%	New
648	TCTC Holdings Dallas, Texas	$131M	-$361K	6	6.84%	Reduced
649	Impax Asset Management Portsmouth, New Hampshire	$131M	-$4.68M	7	7.5%	Reduced
650	Formuepleje A/S Aarhus C, Denmark	$131M	+$1.46M	4	13.37%	Increased