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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	Meiji Yasuda Asset Management Tokyo, Japan	$300M	+$1.99M	15	11.42%	Increased
752	Brandywine Global Investment Management Philadelphia, Pennsylvania	$300M	+$13.7M	6	2.18%	Increased
753	Select Equity Group New York	$298M	+$25M	3	1.18%	Increased
754	Americana Partners Houston, Texas	$297M	+$174M	7	12.1%	Increased
755	IHL Investment House LLC Redondo Beach, California	$296M	-$7.68M	8	16.12%	Reduced
756	KCM Investment Advisors Greenbrae, California	$293M	-$2.04M	6	10.1%	Reduced
757	AIA Group Hong Kong	$292M	+$12.8M	9	7.06%	Increased
758	ACR Alpine Capital Research St. Louis, Missouri	$292M	+$103M	1	6.33%	Increased
759	Argent Trust Co Nashville, Tennessee	$292M	+$2.08M	8	11.9%	Increased
760	Perigon Wealth Management San Francisco, California	$291M	+$5.8M	18	7.16%	Increased
761	Mission Wealth Management Santa Barbara, California	$291M	-$177K	12	6.79%	Reduced
762	J.L. Bainbridge & Co Sarasota, Florida	$291M	-$1.63M	6	27.06%	Reduced
763	Benjamin Edwards Inc Clayton, Missouri	$291M	+$8.68M	14	4.16%	Increased
764	Davidson Investment Advisors Great Falls, Montana	$290M	-$7.29M	5	14.11%	Reduced
765	Dana Investment Advisors Waukesha, Wisconsin	$290M	+$6.13M	9	9.57%	Increased
766	Martin Currie Edinburgh, United Kingdom	$289M	+$9.8M	3	10.61%	Increased
767	Baker Avenue Asset Management San Francisco, California	$288M	+$13.6M	9	8.81%	Increased
768	Apollo Management Holdings New York	$286M	$0	1	3.95%	Maintained
769	Seilern Investment Management London, United Kingdom	$285M	+$278M	2	16.24%	New
770	Equitable Holdings New York	$285M	+$19.6M	12	2.71%	Increased
771	DCP Darsana Capital Partners New York	$284M	-$87.5M	1	8.64%	Reduced
772	Wolverine Trading Chicago, Illinois	$284M	+$103M	21	0.27%	Increased
773	ARK Investment Management St. Petersburg, Florida	$284M	+$112M	5	2.36%	Increased
774	F/M Investments Washington, District of Columbia	$283M	-$31.1M	7	10.45%	Reduced
775	Mondrian Investment Partners London, United Kingdom	$283M	+$32.6M	4	4.68%	Increased