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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	Heritage Investors Management Corp Bethesda, Maryland	$341M	-$954K	8	11.37%	Reduced
652	Caxton Associates (New York) New York	$340M	+$107M	9	12.74%	Increased
653	Independent Advisor Alliance Charlotte, North Carolina	$340M	-$12.9M	12	12.37%	Reduced
654	Locust Wood Capital Advisers New York	$337M	+$19.6M	3	11.27%	Increased
655	&Partners Nashville, Tennessee	$337M	+$180M	18	6.51%	Increased
656	Northeast Investment Management Boston, Massachusetts	$336M	-$2.01M	7	15.06%	Reduced
657	Aptus Capital Advisors Fairhope, Alabama	$334M	+$49.2M	9	4.99%	Increased
658	Clearstead Advisors Cleveland, Ohio	$334M	+$8.23M	22	5.19%	Increased
659	DCP Darsana Capital Partners New York	$332M	+$335M	1	8.17%	New
660	Advisory Services Network Atlanta, Georgia	$330M	$0	17	6.82%	Maintained
661	Andra AP-fonden Goteborg, Sweden	$329M	+$17.4M	12	4.84%	Increased
662	FI Focused Investors Los Angeles, California	$329M	-$41.1M	2	9.98%	Reduced
663	HB Wealth Management Atlanta, Georgia	$327M	+$17.8M	11	3.51%	Increased
664	Braun Stacey Associates New York	$326M	-$17.6M	4	12.39%	Reduced
665	Modera Wealth Management Westwood, New Jersey	$326M	+$7.98M	7	4.15%	Increased
666	Mogy Joel R Investment Counsel Beverly Hills, California	$323M	+$304K	6	19.79%	Increased
667	GMT Capital Atlanta, Georgia	$323M	-$3.76M	6	12.88%	Reduced
668	Choreo LLC Rockford, Illinois	$322M	+$25.8M	16	4.73%	Increased
669	Mizuho Markets Americas New York	$322M	+$94M	5	6.65%	Increased
670	TCTC Holdings Dallas, Texas	$321M	-$1.03M	8	10.88%	Reduced
671	Glenview Capital Management New York	$320M	+$71.9M	2	6.2%	Increased
672	Segall Bryant & Hamill Chicago, Illinois	$319M	+$181M	9	4.35%	Increased
673	Kodai Capital Management Chicago, Illinois	$318M	-$390M	5	6.58%	Reduced
674	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$318M	-$10.7M	5	30.41%	Reduced
675	Apollo Management Holdings New York	$318M	$0	1	4.39%	Maintained