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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	RegentAtlantic Capital Morristown, New Jersey	$231M	-$7M	10	7.61%	Reduced
627	Cresset Asset Management Chicago, Illinois	$230M	+$8.46M	17	2.83%	Increased
628	Atria Investments Charlotte, North Carolina	$230M	-$2.87M	8	4.82%	Reduced
629	Avalon Investment & Advisory Houston, Texas	$229M	-$15.8M	9	6.46%	Reduced
630	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$229M	+$18.6M	8	8.15%	Increased
631	J.L. Bainbridge & Co Sarasota, Florida	$229M	+$9.9M	4	33.97%	Increased
632	Martingale Asset Management Boston, Massachusetts	$228M	-$81.8M	11	4.15%	Reduced
633	Peregrine Capital Management Minneapolis, Minnesota	$228M	-$9.41M	6	6.86%	Reduced
634	Bailard Foster City, California	$227M	-$2.16M	10	8.94%	Reduced
635	Laird Norton Wetherby Trust Company Seattle, Washington	$227M	-$75.2M	7	28.69%	Reduced
636	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$227M	+$577K	5	28.58%	Increased
637	Great Lakes Advisors Chicago, Illinois	$226M	-$19M	10	4.47%	Reduced
638	Northeast Investment Management Boston, Massachusetts	$225M	+$879K	7	14.38%	Increased
639	GC Gobi Capital San Francisco, California	$225M	+$945K	1	18.69%	Increased
640	James Hambro & Partners London, United Kingdom	$225M	+$16.8M	5	18.74%	Increased
641	Capstone Investment Advisors New York	$224M	+$42.9M	13	1.09%	Increased
642	Heritage Investors Management Corp Bethesda, Maryland	$224M	+$2.43M	8	10.51%	Increased
643	OC Oakmont Corp Los Angeles, California	$224M	-$1.34M	4	30.92%	Reduced
644	TFP Triple Frond Partners San Francisco, California	$224M	+$26.5M	3	34.21%	Increased
645	CK Cohen Klingenstein New York	$223M	+$2.36K	9	11.17%	Increased
646	Lyrical Asset Management New York	$222M	+$70.7M	1	3.86%	Increased
647	Glenview Trust Louisville, Kentucky	$221M	+$11.1M	7	8.11%	Increased
648	Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$221M	+$61.2M	10	17.01%	Increased
649	F.L. Putnam Investment Management Lynnfield, Massachusetts	$221M	+$6.5M	7	8.09%	Increased
650	Osterweis Capital Management San Francisco, California	$220M	+$25.8M	5	16.52%	Increased