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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
651	Independent Advisor Alliance Charlotte, North Carolina	$220M	+$7.3M	10	12.31%	Increased
652	Graham Holdings Company Arlington, Virginia	$220M	$0	1	33.85%	Maintained
653	Stephens Inc Little Rock, Arkansas	$219M	-$2.04M	11	4.42%	Reduced
654	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$217M	+$134K	5	15.48%	Increased
655	Leonteq Securities AG Zurich, Switzerland	$217M	+$23.8M	22	8.16%	Increased
656	Letko, Brosseau & Associates Montreal, Quebec, Canada	$217M	+$11.2M	4	3.84%	Increased
657	InterOcean Capital Group Nashville, Tennessee	$216M	+$42.2M	6	8.76%	Increased
658	CCM Candlestick Capital Management Greenwich, Connecticut	$215M	-$20.5M	4	5.47%	Reduced
659	Discerene Group Stamford, Connecticut	$215M	$0	1	29.19%	Maintained
660	Ziegler Capital Management Chicago, Illinois	$214M	+$93.5M	6	8.8%	Increased
661	Profund Advisors Bethesda, Maryland	$212M	-$55.9M	13	13.49%	Reduced
662	Silicon Valley Community Foundation Mountain View, California	$212M	+$34.7M	5	16.08%	Increased
663	Braun Stacey Associates New York	$212M	+$1.45B	5	12.06%	Increased
664	RWC Asset Management London, United Kingdom	$212M	+$21M	2	6.63%	Increased
665	Badgley Phelps Wealth Managers Seattle, Washington	$212M	+$128K	5	8.69%	Increased
666	Cambridge Trust Cambridge, Massachusetts	$211M	-$22M	17	9.25%	Reduced
667	Brinker Capital Investments Berwyn, Pennsylvania	$211M	+$2.64M	14	4%	Increased
668	EC Eminence Capital New York	$210M	+$43.9M	2	4.18%	Increased
669	Mogy Joel R Investment Counsel Beverly Hills, California	$210M	+$173K	6	20.7%	Increased
670	PIM Platinum Investment Management Sydney Australia 2000, Australia	$210M	+$17.7M	6	7.93%	Increased
671	Capital Advisors Inc Tulsa, Oklahoma	$210M	+$13.2M	6	6.28%	Increased
672	BG Bollard Group Boston, Massachusetts	$208M	-$26.2M	10	8.45%	Reduced
673	United Services Automobile Association San Antonio, Texas	$208M	+$184M	9	5.44%	Increased
674	Hancock Whitney Gulfport, Mississippi	$208M	-$4.19M	7	8.32%	Reduced
675	GPCM Greenbrier Partners Capital Management Dallas, Texas	$208M	$0	4	25.57%	Maintained