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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	Synovus Financial Columbus, Georgia	$475M	+$12M	13	5.44%	Increased
652	Waverly Advisors Birmingham, Alabama	$471M	+$12.1M	18	4.7%	Increased
653	Cryder Capital Partners London, United Kingdom	$471M	-$24.4M	2	26%	Reduced
654	Verition Fund Management Greenwich, Connecticut	$470M	+$58.3M	29	1.94%	Increased
655	BG Bollard Group Boston, Massachusetts	$470M	+$7.31M	7	11.04%	Increased
656	Peregrine Capital Management Minneapolis, Minnesota	$469M	-$34.3M	7	14.12%	Reduced
657	Bailard Foster City, California	$469M	+$3.21M	15	10.19%	Increased
658	ROIC Route One Investment Company San Francisco, California	$467M	-$29.8M	3	17.27%	Reduced
659	Antipodes Partners Royal Exchange, Australia	$465M	-$225M	4	10.43%	Reduced
660	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$464M	+$18.4M	9	10.94%	Increased
661	MKP Capital Management New York	$463M	+$138M	3	17.95%	Increased
662	Securian Asset Management St Paul, Minnesota	$463M	-$22.4M	13	12.26%	Reduced
663	Oak Associates Akron, Ohio	$463M	-$9.29M	7	28.25%	Reduced
664	Concurrent Investment Advisors Tampa, Florida	$462M	+$10.7M	19	7.93%	Increased
665	Trillium Asset Management Boston, Massachusetts	$459M	-$25M	6	12.13%	Reduced
666	Elliott Investment Management West Palm Beach, Florida	$458M	$0	1	2.01%	Maintained
667	MassMutual Private Wealth & Trust Windsor, Connecticut	$454M	-$9.8M	19	11.57%	Reduced
668	Oribel Capital Management New York	$454M	-$143M	4	14.26%	Reduced
669	Baupost Group Boston, Massachusetts	$453M	-$163M	1	9.45%	Reduced
670	Kingsview Wealth Management Grants Pass, Oregon	$452M	+$78.1M	16	6.91%	Increased
671	TFP Triple Frond Partners San Francisco, California	$452M	-$17.7M	3	49.28%	Reduced
672	Select Equity Group New York	$452M	-$826K	4	1.86%	Reduced
673	Equitable Holdings New York	$452M	+$27.9M	15	3.32%	Increased
674	Saratoga Research & Investment Management Saratoga, California	$451M	-$40.6M	6	23.48%	Reduced
675	Clearstead Advisors Cleveland, Ohio	$450M	-$5.12M	25	5.9%	Reduced