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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	Bowen Hanes & Co Ponte Vedra Beach, Florida	$227M	+$25.3M	7	6.89%	Increased
752	Stratos Wealth Partners Beachwood, Ohio	$226M	+$741K	14	5.63%	Increased
753	Alyeska Investment Group Chicago, Illinois	$226M	+$12.7M	6	2.61%	Increased
754	Natixis Investment Managers International Paris, France	$226M	+$14.6M	7	13.68%	Increased
755	Glenview Trust Louisville, Kentucky	$224M	+$6.16M	8	8.64%	Increased
756	Silicon Valley Community Foundation Mountain View, California	$223M	-$4.13M	3	13.53%	Reduced
757	Clark Capital Management Group Philadelphia, Pennsylvania	$223M	+$41.6M	9	3.14%	Increased
758	GMT Capital Atlanta, Georgia	$223M	-$1.18M	5	16.64%	Reduced
759	Citizens Financial Group Providence, Rhode Island	$222M	+$24.5M	9	9.63%	Increased
760	DAM Davis Asset Management Sausalito, California	$221M	+$55.5M	2	11.76%	Increased
761	KCM Investment Advisors Greenbrae, California	$220M	+$1.61M	8	8.91%	Increased
762	Letko, Brosseau & Associates Montreal, Quebec, Canada	$219M	-$7.9M	4	2.92%	Reduced
763	CF Cypress Funds Los Angeles, California	$219M	$0	2	18.21%	Maintained
764	AAM AO Asset Management New York	$218M	+$13.4M	6	15.24%	Increased
765	CGL Clarius Group LLC Seattle, Washington	$217M	+$1.46M	10	19.48%	Increased
766	O'Shaughnessy Asset Management Stamford, Connecticut	$216M	+$4.8M	25	4.31%	Increased
767	TCTC Holdings Dallas, Texas	$216M	+$596K	8	9.89%	Increased
768	AAM Ardevora Asset Management London, United Kingdom	$215M	+$33.8M	3	2.72%	Increased
769	Himalaya Capital Management Seattle, Washington	$215M	$0	1	10.51%	Maintained
770	Capital Advisors Inc Tulsa, Oklahoma	$215M	+$2.74M	8	6.45%	Increased
771	Central Trust Company Jefferson City, Missouri	$215M	-$2.07M	17	7.8%	Reduced
772	Connectus Wealth Cincinnati, Ohio	$215M	-$85.9K	3	24.15%	Reduced
773	Motley Fool Asset Management Alexandria, Virginia	$215M	+$12.5M	8	14.19%	Increased
774	Highland Capital Management (Tennessee) Memphis, Tennessee	$214M	+$4.41M	11	12.8%	Increased
775	Jericho Capital Asset Management New York	$214M	-$159M	1	5.06%	Reduced