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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	Lockheed Martin Investment Management Bethesda, Maryland	$267M	+$70.9M	6	12.37%	Increased
752	Rakuten Investment Management Tokyo, Japan	$267M	+$66.7M	12	1.56%	Increased
753	Dana Investment Advisors Waukesha, Wisconsin	$266M	+$5.18M	8	8.82%	Increased
754	Martingale Asset Management Boston, Massachusetts	$266M	-$27.9M	11	6.11%	Reduced
755	Banque Cantonale Vaudoise Lausanne, Switzerland	$265M	+$3.34M	20	10.92%	Increased
756	XN LP New York	$263M	+$83.7M	2	9.71%	Increased
757	Baker Avenue Asset Management San Francisco, California	$263M	+$8.88M	9	8.33%	Increased
758	Chartwell Investment Partners Berywn, Pennsylvania	$263M	+$2.58M	9	9.01%	Increased
759	B. Riley Wealth Advisors Boca Raton, Florida	$261M	-$45.8M	14	7.26%	Reduced
760	Becker Capital Management Portland, Oregon	$260M	-$1.56M	6	8.45%	Reduced
761	Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$260M	-$37.7M	12	15.19%	Reduced
762	Avalon Trust Santa Fe, New Mexico	$260M	-$9.36M	7	19.19%	Reduced
763	Savant Capital Rockford, Illinois	$259M	+$42.4M	13	2.15%	Increased
764	Davidson Kempner Capital Management New York	$259M	-$71.4M	3	5.38%	Reduced
765	Motley Fool Asset Management Alexandria, Virginia	$258M	+$37.3M	8	15.25%	Increased
766	Gradient Investments Arden Hills, Minnesota	$258M	+$10.5M	6	5.37%	Increased
767	Perigon Wealth Management San Francisco, California	$257M	-$13.3M	18	6.79%	Reduced
768	Walleye Capital New York	$257M	-$217M	26	0.53%	Reduced
769	Empirical Finance Havertown, Pennsylvania	$256M	+$5.47M	9	14.95%	Increased
770	Causeway Capital Management Los Angeles, California	$256M	+$17.4M	4	6.29%	Increased
771	Quadrature Capital London, United Kingdom	$256M	-$14.9M	11	5.8%	Reduced
772	Allworth Financial Folsom, California	$255M	+$3.14M	29	1.55%	Increased
773	Boston Financial Management Boston, Massachusetts	$255M	+$1.03M	6	7.6%	Increased
774	Anomaly Capital Management New York	$252M	-$104M	2	9%	Reduced
775	Howland Capital Management Boston, Massachusetts	$252M	-$3.21M	8	10.92%	Reduced