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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	MC Maplelane Capital New York	$425M	+$102M	5	10.15%	Increased
702	GPCM Greenbrier Partners Capital Management Dallas, Texas	$424M	-$823K	4	28.73%	Reduced
703	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$423M	-$204M	7	10.14%	Reduced
704	RWA Wealth Partners Newton, Massachusetts	$423M	+$28.7M	11	4.81%	Increased
705	Hantz Financial Services Southfield, Michigan	$423M	-$11.8M	22	6.41%	Reduced
706	Cercano Management Bellevue, Washington	$422M	-$190M	5	16.19%	Reduced
707	Causeway Capital Management Los Angeles, California	$421M	-$48.5M	4	5.57%	Reduced
708	Mogy Joel R Investment Counsel Beverly Hills, California	$421M	-$304K	6	23.07%	Reduced
709	CK Cohen Klingenstein New York	$419M	-$210K	7	13.11%	Reduced
710	Strategy Capital Los Altos, California	$418M	-$74.5M	2	27.65%	Reduced
711	Old National Bancorp Evansville, Indiana	$418M	-$114K	10	7.15%	Reduced
712	Prospera Financial Services Dallas, Texas	$417M	+$8.59M	15	7.11%	Increased
713	WesBanco Bank Wheeling, West Virginia	$416M	-$5.51M	12	11.56%	Reduced
714	Choate Investment Advisors Boston, Massachusetts	$415M	+$654K	7	8.58%	Increased
715	Castleark Management Chicago, Illinois	$413M	-$50.3M	6	11.59%	Reduced
716	Avala Global New York	$413M	+$64.9M	4	17.05%	Increased
717	Kinetic Partners Management Miami, Florida	$412M	+$91.3M	5	19.97%	Increased
718	Scharf Investments Los Gatos, California	$411M	-$70.2M	4	10.33%	Reduced
719	Northeast Investment Management Boston, Massachusetts	$409M	-$5.45M	7	16.49%	Reduced
720	Choreo LLC Rockford, Illinois	$409M	+$6.2M	20	5.33%	Increased
721	Profund Advisors Bethesda, Maryland	$408M	-$15.6M	16	13.27%	Reduced
722	TCTC Holdings Dallas, Texas	$408M	-$2.67M	11	12.11%	Reduced
723	Modera Wealth Management Westwood, New Jersey	$407M	-$3.71M	8	4.72%	Reduced
724	LGT Capital Partners Pfaeffikon, Switzerland	$407M	-$92.2M	2	19.73%	Reduced
725	Mission Wealth Management Santa Barbara, California	$404M	-$2.48M	12	8.03%	Reduced