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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	AL4A Accel Leaders 4 Associates Palo Alto, California	$475M	$0	1	100%	Maintained
627	Salem Investment Counselors Winston Salem, North Carolina	$475M	+$957K	18	13.95%	Increased
628	Munich Reinsurance Munich,	$474M	+$65.7M	7	11.64%	Increased
629	EC Eminence Capital New York	$469M	+$22.8M	3	10.76%	Increased
630	Apollon Wealth Management Mount Pleasant, South Carolina	$469M	+$53.5M	17	7.63%	Increased
631	Merit Financial Group Alpharetta, Georgia	$468M	+$40.4M	27	3.48%	Increased
632	Allianz Munich, Germany	$468M	+$12.3M	11	5.19%	Increased
633	Stratos Wealth Partners Beachwood, Ohio	$467M	+$3.03M	15	5.3%	Increased
634	Disciplined Growth Investors Minneapolis, Minnesota	$466M	-$27.6M	2	9.54%	Reduced
635	Dai-ichi Life Insurance Company Tokyo, Japan	$465M	-$17.6M	12	13.33%	Reduced
636	OHIF Oriental Harbor Investment Fund Hong Kong	$463M	-$34.8M	3	40.87%	Reduced
637	Meyer Handelman Company Rye Brook, New York	$462M	+$1.89M	6	14.36%	Increased
638	Horizon Investments Charlotte, North Carolina	$461M	+$24.1M	18	5.17%	Increased
639	CIP Champlain Investment Partners Burlington, Vermont	$459M	+$60.7M	4	5.83%	Increased
640	Canoe Financial Calgary, Alberta, Canada	$455M	-$59.2M	3	6.21%	Reduced
641	Third Point New York	$454M	-$563M	2	21.82%	Reduced
642	London Company of Virginia Richmond, Virginia	$452M	-$36.3M	3	2.79%	Reduced
643	Adams Diversified Equity Fund Baltimore, Maryland	$452M	-$14.2M	6	15.94%	Reduced
644	Dorsal Capital Management Redwood City, California	$452M	+$121M	4	17.57%	Increased
645	Oversea-Chinese Banking Corp (OCBC) Singapore	$450M	+$17.8M	7	12.16%	Increased
646	Atria Investments Charlotte, North Carolina	$444M	-$28.3M	19	4.97%	Reduced
647	Tokio Marine Asset Management Tokyo, Japan	$443M	+$885K	13	15.92%	Increased
648	AIA Group Hong Kong	$442M	+$14.2M	7	6.43%	Increased
649	Bowie Capital Management Richardson, Texas	$442M	+$73.9M	4	16.31%	Increased
650	BVL Beau Ventures, LLc Pittsford, New York	$441M	+$6.81K	3	59.12%	Increased