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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
776	ACR Alpine Capital Research St. Louis, Missouri	$197M	-$28.4M	1	7.43%	Reduced
777	Boston Financial Management Boston, Massachusetts	$197M	+$1.27M	6	7.12%	Increased
778	Meag Munich Ergo Munich, Germany	$197M	+$6.08M	7	8.57%	Increased
779	Avalon Trust Santa Fe, New Mexico	$196M	-$4.04M	7	17.73%	Reduced
780	Osterweis Capital Management San Francisco, California	$196M	-$19.4M	6	12.97%	Reduced
781	IHL Investment House LLC Redondo Beach, California	$196M	-$15.4M	7	14.66%	Reduced
782	United Services Automobile Association San Antonio, Texas	$196M	+$925K	8	5.61%	Increased
783	Aureus Asset Management Boston, Massachusetts	$196M	-$2.8M	5	14.66%	Reduced
784	Howland Capital Management Boston, Massachusetts	$195M	+$4.35M	8	11.17%	Increased
785	Avantax Advisory Services Dallas, Texas	$194M	+$1.79M	15	2.22%	Increased
786	Crake Asset Management London, United Kingdom	$194M	-$30.2M	4	26.21%	Reduced
787	Argent Trust Co Nashville, Tennessee	$194M	+$15.2M	7	10.5%	Increased
788	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$193M	+$1.13M	10	14.51%	Increased
789	Westpac Banking Corp Sydney, Australia	$193M	-$646M	14	13.62%	Reduced
790	Exencial Wealth Advisors Oklahoma City, Oklahoma	$193M	-$4.48M	8	8.84%	Reduced
791	Covea Finance Paris, France	$192M	-$2.49M	3	10.49%	Reduced
792	CF Cypress Funds Los Angeles, California	$191M	$0	2	24.04%	Maintained
793	SFG Sather Financial Group Victoria, Texas	$191M	-$4.47M	4	15.26%	Reduced
794	HMP HS Management Partners New York	$190M	-$72.5M	2	8.23%	Reduced
795	Logan Capital Management Newtown Square, Pennsylvania	$190M	-$8.76M	7	9.09%	Reduced
796	Simplex Trading Chicago, Illinois	$189M	+$93.1M	22	0.16%	Increased
797	Ingalls & Snyder LLC New York	$188M	-$1.46M	11	9.02%	Reduced
798	Fullerton Fund Management Singapore	$188M	+$62.4M	4	13.15%	Increased
799	Alpine Associates Management Palm Beach, Florida	$188M	+$6.03M	1	8.47%	Increased
800	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$188M	-$8.32M	6	6.9%	Reduced