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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	Ingalls & Snyder LLC New York	$171M	-$2.64M	11	8.93%	Reduced
752	B. Riley Wealth Advisors Boca Raton, Florida	$171M	-$17.6M	14	7.19%	Reduced
753	Boston Financial Management Boston, Massachusetts	$170M	+$1.32M	7	7.34%	Increased
754	Southpoint Capital Advisors New York	$170M	-$25M	1	4.82%	Reduced
755	Empire Life Investments Toronto, Ontario, Canada	$169M	+$28.2M	4	12.22%	Increased
756	Obermeyer Wealth Partners Aspen, Colorado	$169M	+$1.77M	6	12.41%	Increased
757	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$168M	+$28.2M	7	5.89%	Increased
758	EdgePoint Investment Group Toronto, Ontario, Canada	$168M	+$1.47M	1	1.5%	Increased
759	Park National Corp Newark, Ohio	$168M	-$2.13M	6	8.09%	Reduced
760	Tokio Marine Asset Management Tokyo, Japan	$168M	+$44.2M	12	14.87%	Increased
761	Chilton Capital Management Houston, Texas	$168M	+$381K	10	10.21%	Increased
762	Spire Wealth Management Mclean, Virginia	$167M	-$49.7M	26	6.87%	Reduced
763	Beutel, Goodman & Co Toronto, Ontario, Canada	$167M	+$129M	3	1.04%	Increased
764	Citizens Financial Group Providence, Rhode Island	$167M	-$9.38M	10	6.98%	Reduced
765	IC Immersion Capital London, United Kingdom	$167M	-$138M	2	54.42%	Reduced
766	Southeastern Asset Management Memphis, Tennessee	$166M	+$180M	1	3.51%	New
767	Highland Capital Management (Tennessee) Memphis, Tennessee	$166M	-$2.6M	12	11.93%	Reduced
768	DAM Davis Asset Management Sausalito, California	$166M	$0	2	9.46%	Maintained
769	Pathstone Family Office Englewood, New Jersey	$166M	-$22.8M	14	3.66%	Reduced
770	YCG LLC Austin, Texas	$166M	+$8.97M	4	18.77%	Increased
771	Locust Wood Capital Advisers New York	$166M	-$20.7M	3	10.26%	Reduced
772	ALPS Advisors Denver, Colorado	$166M	+$111M	16	1.61%	Increased
773	Chartwell Investment Partners Berywn, Pennsylvania	$166M	-$1.22M	9	6.65%	Reduced
774	Tower Bridge Advisors Conshohocken, Pennsylvania	$166M	+$1.16B	8	13.51%	Increased
775	Gamble Jones Investment Counsel Pasadena, California	$165M	-$1.53M	6	12.2%	Reduced