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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	Bowie Capital Management Richardson, Texas	$457M	-$67.3M	4	21.37%	Reduced
627	EC Eminence Capital New York	$456M	+$63.4M	2	5.49%	Increased
628	BOK Financial Tulsa, Oklahoma	$455M	-$3.74M	19	7.37%	Reduced
629	Kayne Anderson Rudnick Investment Management Los Angeles, California	$454M	-$20.1M	17	1.08%	Reduced
630	Salem Investment Counselors Winston Salem, North Carolina	$451M	-$313K	17	14.3%	Reduced
631	Peregrine Capital Management Minneapolis, Minnesota	$450M	-$32M	7	13.57%	Reduced
632	Metropolis Capital Amersham, United Kingdom	$448M	-$64M	2	14.2%	Reduced
633	Tokio Marine Asset Management Tokyo, Japan	$445M	-$7.21M	13	17.02%	Reduced
634	Wilmington Savings Fund Society Wilmington, Delaware	$443M	-$13M	20	7.87%	Reduced
635	Stratos Wealth Partners Beachwood, Ohio	$441M	+$18.1M	14	5.96%	Increased
636	ROIC Route One Investment Company San Francisco, California	$441M	-$30.2M	3	19.29%	Reduced
637	Gulf International Bank (UK) London, United Kingdom	$439M	-$44.5M	16	15.54%	Reduced
638	Stephens Inc Little Rock, Arkansas	$439M	+$16.1M	10	6.03%	Increased
639	Allianz Munich, Germany	$438M	+$6.1M	12	10.36%	Increased
640	Securian Asset Management St Paul, Minnesota	$437M	-$5.27M	11	12.46%	Reduced
641	CCM Candlestick Capital Management Greenwich, Connecticut	$434M	+$297M	4	8.3%	Increased
642	Stock Yards Bank & Trust Louisville, Kentucky	$432M	-$28.1K	7	14.44%	Reduced
643	LGT Capital Partners Pfaeffikon, Switzerland	$430M	-$56.8M	3	19%	Reduced
644	Coldstream Capital Management Bellevue, Washington	$429M	-$1.02M	16	7.02%	Reduced
645	Andra AP-fonden Goteborg, Sweden	$429M	+$7.02M	16	5.97%	Increased
646	Independent Advisor Alliance Charlotte, North Carolina	$429M	-$2.02M	14	12.36%	Reduced
647	Castleark Management Chicago, Illinois	$427M	+$73.4M	7	12.84%	Increased
648	CA Cornerstone Advisors Asheville, North Carolina	$426M	+$34.4M	5	14.63%	Increased
649	TFP Triple Frond Partners San Francisco, California	$422M	$0	3	47.76%	Maintained
650	BG Bollard Group Boston, Massachusetts	$421M	+$39.6M	7	9.63%	Increased