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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
751	Baldwin Wealth Partners Marion, Massachusetts	$66.5M	-$3.49M	8	10.83%	Reduced
752	WMC Westwood Management Corporation Chicago, Illinois	$66.2M	+$24.1M	4	12.42%	Increased
753	Chilton Capital Management Houston, Texas	$66.2M	-$13.1M	5	6.94%	Reduced
754	Trillium Asset Management Boston, Massachusetts	$66.2M	-$336K	6	4.47%	Reduced
755	Avity Investment Management Greenwich, Connecticut	$66M	-$2.1M	6	10.4%	Reduced
756	Alliance Trust Dundee, Scotland, United Kingdom	$66M	+$62.8M	1	3.08%	New
757	Veritable Wilmington, Delaware	$65.7M	+$725K	9	1.8%	Increased
758	RWWM Inc Rocklin, California	$65.5M	+$6.18M	2	29.35%	Increased
759	Cortland Associates St Louis, Missouri	$65.5M	+$503K	5	12.69%	Increased
760	Dragoneer Investment Group San Francisco, California	$65.4M	-$14.5M	1	19.77%	Reduced
761	Academy Capital Management Waco, Texas	$65M	-$7.14M	5	14.74%	Reduced
762	KCM Kingstown Capital Management New York	$64.6M	+$61.2M	1	6.96%	New
763	IQ EQ Fund Management Dublin 2, Ireland	$64.6M	-$976K	5	11.07%	Reduced
764	Alpha Wave Global New York	$64.5M	+$60.2M	1	4.16%	New
765	EARNEST Partners Atlanta, Georgia	$64.3M	-$9.32M	2	0.66%	Reduced
766	Klingenstein Fields & Co New York	$64.1M	+$235K	6	3.18%	Increased
767	Sumitomo Life Insurance Tokyo, Japan	$63.9M	+$1.72M	7	8.07%	Increased
768	Osterweis Capital Management San Francisco, California	$63.8M	-$77M	2	5.88%	Reduced
769	Sirios Capital Management Boston, Massachusetts	$63.8M	-$25.2M	1	2.31%	Reduced
770	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$63.6M	-$53.2M	3	16.57%	Reduced
771	Constellation Investments Montgomery, Ohio	$63.5M	+$1.72M	9	11.87%	Increased
772	HCM Hirzel Capital Management Dallas, Texas	$63.4M	+$15.5M	1	11.18%	Increased
773	Bowen Hanes & Co Ponte Vedra Beach, Florida	$63.1M	+$14.6M	3	3.53%	Increased
774	FCI Financial Counselors Inc Overland Park, Kansas	$63M	+$15M	8	4.06%	Increased
775	First Citizens Bank & Trust Raleigh, North Carolina	$62.7M	+$6.66M	6	4.58%	Increased