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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
701	Madison Asset Management Madison, Wisconsin	$459M	-$12.7M	5	5.47%	Reduced
702	Daymark Wealth Partners Cincinnati, Ohio	$456M	+$47.6M	14	11.13%	Increased
703	Vaughan Nelson Investment Management Houston, Texas	$454M	-$18.3M	4	4.02%	Reduced
704	Vest Financial Mclean, Virginia	$454M	+$31M	10	4.76%	Increased
705	Magellan Asset Management Sydney, Australia	$453M	-$959M	4	10.13%	Reduced
706	MCIL MFF Capital Investments Ltd Sydney,	$453M	-$8.61M	4	27.46%	Reduced
707	ROIC Route One Investment Company San Francisco, California	$452M	-$37.5M	2	18.17%	Reduced
708	Metis Global Partners San Diego, California	$452M	-$41.1M	14	10.26%	Reduced
709	RiverFront Investment Group Richmond, Virginia	$450M	+$52.1M	8	5.95%	Increased
710	BOK Financial Tulsa, Oklahoma	$450M	-$6.31M	19	6.2%	Reduced
711	Select Equity Group New York	$450M	+$54.1M	5	2.22%	Increased
712	Stock Yards Bank & Trust Louisville, Kentucky	$450M	-$11M	7	12.87%	Reduced
713	Westwood Holdings Group Dallas, Texas	$449M	-$52.7M	15	3.39%	Reduced
714	ALMGDA AG2R La Mondiale Gestion d'Actifs Paris, France	$449M	+$51.8M	14	16.29%	Increased
715	Benjamin Edwards Inc Clayton, Missouri	$448M	+$58.6M	17	4.09%	Increased
716	Greenleaf Trust Kalamazoo, Michigan	$447M	-$4.43M	14	4.31%	Reduced
717	Envestnet Portfolio Solutions Chicago, Illinois	$447M	+$47.9M	19	2.14%	Increased
718	Prospera Financial Services Dallas, Texas	$447M	-$3.94M	16	6.49%	Reduced
719	NIM Northeast Investment Management Boston, Massachusetts	$446M	+$15M	7	16.44%	Increased
720	Freestone Capital Holdings Seattle, Washington	$444M	+$29.1M	13	11.51%	Increased
721	Munro Partners Melbourne, Australia	$443M	+$93M	2	9.75%	Increased
722	Bailard Foster City, California	$442M	+$3.76M	12	9.01%	Increased
723	Cincinnati Insurance Fairfield, Ohio	$442M	$0	1	6.36%	Maintained
724	Park Avenue Securities New York	$441M	+$56.7M	19	2.75%	Increased
725	Summit Partners Public Asset Management Boston, Massachusetts	$440M	+$48.7M	6	7.74%	Increased