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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	Sit Investment Associates Minneapolis, Minnesota	$153M	-$4.82M	6	4.79%	Reduced
752	KCM Investment Advisors Greenbrae, California	$152M	+$7.02M	8	8.58%	Increased
753	EP Wealth Advisors Torrance, California	$152M	-$3.7M	7	6.48%	Reduced
754	Light Street Capital Management Palo Alto, California	$151M	-$106M	3	6.29%	Reduced
755	Avity Investment Management Greenwich, Connecticut	$151M	-$5.85M	7	16.93%	Reduced
756	Ashfield Capital Partners San Francisco, California	$151M	+$2.99M	9	14.9%	Increased
757	MassMutual Private Wealth & Trust Windsor, Connecticut	$150M	+$8M	10	9.68%	Increased
758	IG Ithaka Group Arlington, Virginia	$150M	+$3.09M	4	20.59%	Increased
759	TimesSquare Capital Management New York	$149M	+$37.1M	5	1.42%	Increased
760	Veritable Wilmington, Delaware	$149M	-$8.62M	10	3.22%	Reduced
761	Ingalls & Snyder LLC New York	$148M	-$15.5M	8	8.5%	Reduced
762	Squarepoint New York	$148M	+$46.3M	16	2.39%	Increased
763	CGL Clarius Group LLC Seattle, Washington	$147M	+$7.96M	6	20.63%	Increased
764	InterOcean Capital Chicago, Illinois	$147M	-$11.1M	5	11.1%	Reduced
765	NewEdge Advisors New Orleans, Louisiana	$147M	+$23.5M	11	5.73%	Increased
766	QCI Asset Management Pittsford, New York	$147M	-$14.8M	5	11.46%	Reduced
767	Vantage Investment Partners Kansas City, Missouri	$146M	-$10.6M	3	11.05%	Reduced
768	Meritage Portfolio Management Overland Park, Kansas	$146M	+$3.93M	5	14.04%	Increased
769	NEA Management Company Timonium, Maryland	$146M	$0	1	5.87%	Maintained
770	Meitav Investment House Bene-Beraq, Israel	$146M	-$19.1M	22	8.73%	Reduced
771	HC Henshaw Capital Woburn, Massachusetts	$146M	+$71.1K	7	12.34%	Increased
772	Metropolis Capital Amersham, United Kingdom	$146M	-$19.6M	2	19.31%	Reduced
773	Moody Lynn & Lieberson Boston, Massachusetts	$145M	-$2.18M	6	15.79%	Reduced
774	TCM Tybourne Capital Management Hong Kong	$145M	-$372M	1	4.42%	Reduced
775	AssetMark Inc Concord, California	$145M	-$14.9M	13	1.04%	Reduced