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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	Cannell & Spears New York	$206M	-$12.8M	8	19.61%	Reduced
627	Atria Investments Charlotte, North Carolina	$203M	+$1.42M	9	4.17%	Increased
628	InterOcean Capital Group Nashville, Tennessee	$203M	+$8.3M	6	7.44%	Increased
629	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$203M	+$1.23M	5	12.15%	Increased
630	Capital Advisors Inc Tulsa, Oklahoma	$202M	+$10.7M	6	5.74%	Increased
631	Walleye Trading New York	$198M	+$133M	21	0.57%	Increased
632	Bailard Foster City, California	$198M	-$3.67M	10	7.52%	Reduced
633	Kayne Anderson Rudnick Investment Management Los Angeles, California	$197M	-$43.8M	12	0.62%	Reduced
634	Profund Advisors Bethesda, Maryland	$197M	+$23.5M	13	12.78%	Increased
635	Letko, Brosseau & Associates Montreal, Quebec, Canada	$197M	-$6.13M	5	3.54%	Reduced
636	Martingale Asset Management Boston, Massachusetts	$196M	-$23.1M	10	3.82%	Reduced
637	Heritage Investors Management Corp Bethesda, Maryland	$195M	+$2.5M	8	8.9%	Increased
638	Badgley Phelps Wealth Managers Seattle, Washington	$195M	+$8.13M	5	7.8%	Increased
639	JHP James Hambro & Partners London, United Kingdom	$195M	-$3.27M	5	14.88%	Reduced
640	DCM Dupont Capital Management Wilmington, Delaware	$195M	+$105M	18	9.23%	Increased
641	Select Equity Group New York	$195M	-$1.55M	2	0.73%	Reduced
642	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$194M	+$25.6M	8	6.69%	Increased
643	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$193M	-$9.14M	16	5.42%	Reduced
644	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$193M	+$37M	7	9.33%	Increased
645	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$193M	+$103M	8	9.39%	Increased
646	Penserra Capital Management Orinda, California	$192M	+$42.4M	19	4.22%	Increased
647	CK Cohen Klingenstein New York	$192M	-$224K	9	9.68%	Reduced
648	Clark Capital Management Group Philadelphia, Pennsylvania	$192M	+$47.6M	7	1.77%	Increased
649	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$192M	+$45.9M	7	12.75%	Increased
650	TCTC Holdings Dallas, Texas	$191M	+$3.19M	9	7.77%	Increased