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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	LMCG Investments Boston, Massachusetts	$209M	-$4.65M	8	13.52%	Reduced
752	GMT Capital Atlanta, Georgia	$209M	-$18.8M	4	7.89%	Reduced
753	Kestra Private Wealth Services Austin, Texas	$207M	+$22.7M	16	7.1%	Increased
754	Chartwell Investment Partners Berywn, Pennsylvania	$207M	+$7.13M	11	7.48%	Increased
755	Letko, Brosseau & Associates Montreal, Quebec, Canada	$206M	-$29.7M	5	3.85%	Reduced
756	TCM Tybourne Capital Management Hong Kong	$206M	-$56.5M	3	22.28%	Reduced
757	CGL Clarius Group LLC Seattle, Washington	$206M	-$600K	10	15.91%	Reduced
758	Chesley Taft & Associates Chicago, Illinois	$205M	-$1.58M	6	12.58%	Reduced
759	SCA Snowden Capital Advisors New York	$205M	+$4.19M	14	7.34%	Increased
760	Locust Wood Capital Advisers New York	$205M	-$5.16M	3	9.51%	Reduced
761	Capital International Los Angeles, California	$205M	-$7.2M	5	11.46%	Reduced
762	First Horizon Advisors Memphis, Tennessee	$204M	+$277K	25	7.06%	Increased
763	Alpha Cubed Investments Irvine, California	$204M	+$8.53M	7	13.72%	Increased
764	Contrarius Investment Management St. Helier, Jersey	$203M	+$183M	5	10.93%	Increased
765	Obermeyer Wealth Partners Aspen, Colorado	$203M	+$11.3M	5	14.6%	Increased
766	Park National Corp Newark, Ohio	$203M	-$4.45M	6	8.84%	Reduced
767	Avala Global New York	$201M	+$120M	3	23.94%	Increased
768	GC Gobi Capital San Francisco, California	$200M	-$19.5M	1	12.97%	Reduced
769	Dana Investment Advisors Waukesha, Wisconsin	$200M	-$1.74M	10	9.84%	Reduced
770	Summitry LLC Foster City, California	$200M	-$24.4M	5	12.6%	Reduced
771	Davidson Investment Advisors Great Falls, Montana	$199M	-$7.37M	5	12.56%	Reduced
772	Central Trust Company Jefferson City, Missouri	$199M	-$709K	19	5.54%	Reduced
773	Veritable Wilmington, Delaware	$199M	-$7.99M	14	3.07%	Reduced
774	Integrated Wealth Concepts Waltham, Massachusetts	$198M	+$20.6M	19	3.4%	Increased
775	MMBG Investment Advisors Miami, Florida	$198M	-$8.89M	6	24.03%	Reduced