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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
676	Capital Counsel New York	$151M	+$38.2M	6	12.02%	Increased
677	Bowen Hanes & Co Ponte Vedra Beach, Florida	$151M	+$36.8M	8	7.39%	Increased
678	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$150M	+$693K	5	24.9%	Increased
679	Grosvenor Holdings Chicago, Illinois	$150M	+$103M	3	17.04%	Increased
680	Stephens Inc Little Rock, Arkansas	$150M	+$6.54M	14	3.99%	Increased
681	RG Riverstone Group Richmond, Virginia	$149M	$0	1	54.17%	Maintained
682	HP Hound Partners New York	$149M	-$21.7M	2	13.9%	Reduced
683	Badgley, Phelps & Bell Seattle, Washington	$149M	-$95.6K	7	9.79%	Reduced
684	TenCore Partners New York	$148M	+$40.2M	4	59.74%	Increased
685	Private Wealth Partners Mill Valley, California	$148M	+$2.67M	7	24.89%	Increased
686	Colony Group Boston, Massachusetts	$148M	-$21.5M	8	4.8%	Reduced
687	HHR Asset Management Berkeley Heights, New Jersey	$147M	-$33.7M	4	16.53%	Reduced
688	Dana Investment Advisors Waukesha, Wisconsin	$147M	+$41.6M	7	8.98%	Increased
689	CMG Cavalry Management Group San Francisco, California	$147M	+$72.7M	4	16.23%	Increased
690	Columbus Hill Capital Management Short Hills, New Jersey	$147M	-$33M	4	28.07%	Reduced
691	FDx Advisors Chicago, Illinois	$146M	+$14.6M	9	9.52%	Increased
692	Carillon Tower Advisers St. Petersburg, Florida	$146M	-$10.4M	6	1.43%	Reduced
693	Picton Mahoney Asset Management Toronto, Ontario, Canada	$145M	+$19.5M	4	8.22%	Increased
694	WhitTier Trust Company Reno, Nevada	$145M	+$3.9M	14	11.18%	Increased
695	Citizens Financial Group Providence, Rhode Island	$145M	+$8.06M	13	11.87%	Increased
696	TCTC Holdings Dallas, Texas	$145M	+$4.24M	6	10.95%	Increased
697	Scopia Capital Management New York	$144M	+$39.8M	1	13.2%	Increased
698	J.L. Bainbridge & Co Sarasota, Florida	$144M	-$2.99M	5	27.41%	Reduced
699	Optimus Prime Fund Management Grand Cayman, Cayman Islands	$144M	+$43M	9	29.18%	Increased
700	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$144M	+$5.96M	6	6.73%	Increased