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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	Capital International Los Angeles, California	$148M	-$36.8M	5	10.23%	Reduced
752	Guinness Asset Management London, United Kingdom	$148M	+$12.1M	4	4.17%	Increased
753	Makena Capital Management Menlo Park, California	$148M	+$6.33M	4	27.79%	Increased
754	Summitry LLC Foster City, California	$148M	+$17.7M	5	10.88%	Increased
755	Strategy Capital Los Altos, California	$148M	+$3.6M	2	30.3%	Increased
756	Alpine Associates Management Palm Beach, Florida	$148M	-$438K	1	6.73%	Reduced
757	Empire Life Investments Toronto, Ontario, Canada	$147M	+$3.63M	4	10.12%	Increased
758	CLC Charles-Lim Capital Central, Hong Kong	$147M	+$155M	2	21.98%	Increased
759	Central Trust Company Jefferson City, Missouri	$147M	-$2.54M	18	4.53%	Reduced
760	Parsifal Capital Management Greenwich, Connecticut	$147M	+$49.8M	1	11.31%	Increased
761	HC Henshaw Capital Woburn, Massachusetts	$146M	+$8.18M	5	9.73%	Increased
762	Westchester Capital Management (New York) Valhalla, New York	$146M	+$36M	3	4.01%	Increased
763	IC Immersion Capital London, United Kingdom	$146M	+$5.92M	2	45.06%	Increased
764	Advisor Partners II Walnut Creek, California	$146M	+$7.31M	12	9.04%	Increased
765	GQG Partners Ft. Lauderdale, Florida	$145M	-$1.2B	2	0.39%	Reduced
766	Logan Capital Management Newtown Square, Pennsylvania	$145M	+$12.5M	7	7.46%	Increased
767	Tower Bridge Advisors Conshohocken, Pennsylvania	$145M	-$4.45M	7	12.03%	Reduced
768	NewEdge Advisors New Orleans, Louisiana	$145M	+$54.3M	33	3.91%	Increased
769	Chartwell Investment Partners Berywn, Pennsylvania	$144M	+$53.1K	9	5.7%	Increased
770	Advisory Services Network Atlanta, Georgia	$144M	+$5.02M	32	4.41%	Increased
771	Highland Capital Management (Tennessee) Memphis, Tennessee	$143M	-$1.56M	10	10.12%	Reduced
772	First National Trust Hermitage, Pennsylvania	$143M	+$163K	6	7.57%	Increased
773	Citizens Financial Group Providence, Rhode Island	$143M	-$7.38M	10	5.57%	Reduced
774	First Horizon Advisors Memphis, Tennessee	$143M	+$504K	24	5.25%	Increased
775	GAM Holding Zurich, Switzerland	$142M	-$76.7M	9	11.42%	Reduced