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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
801	KAS Kemnay Advisory Services New York	$165M	-$21.4M	6	20.89%	Reduced
802	Eventide Asset Management Boston, Massachusetts	$164M	+$1.3M	2	2.52%	Increased
803	Park National Corp Newark, Ohio	$164M	+$902K	6	7.67%	Increased
804	Silicon Valley Community Foundation Mountain View, California	$164M	+$157M	3	11.6%	New
805	Evergreen Capital Management Bellevue, Washington	$164M	+$2.87M	8	9.57%	Increased
806	AAM Ardevora Asset Management London, United Kingdom	$164M	-$57M	3	2.53%	Reduced
807	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$163M	-$695K	4	14.12%	Reduced
808	Chartwell Investment Partners Berywn, Pennsylvania	$163M	-$10.5M	10	5.2%	Reduced
809	Todd Asset Management Louisville, Kentucky	$163M	+$7.97M	8	4.16%	Increased
810	Bailard Foster City, California	$163M	-$3.93M	9	7.42%	Reduced
811	Cigna Investments Bloomfield, Connecticut	$163M	+$9.8M	13	12.55%	Increased
812	Citizens Financial Group Providence, Rhode Island	$162M	-$1.36M	8	9.29%	Reduced
813	LCM Lomas Capital Management New York	$162M	+$75M	2	15.56%	Increased
814	First Long Island Investors Jericho, New York	$162M	-$12.8M	6	15.14%	Reduced
815	Meritage Portfolio Management Overland Park, Kansas	$162M	+$7.9M	5	11.9%	Increased
816	General American Investors New York	$162M	+$3.66M	4	15.97%	Increased
817	Alphabet Inc Mountain View, California	$161M	+$149M	1	7.73%	New
818	First National Bank of Omaha Omaha, Nebraska	$160M	+$4.03M	6	8.7%	Increased
819	Veritable Wilmington, Delaware	$160M	-$10.8M	11	2.94%	Reduced
820	QCI Asset Management Pittsford, New York	$160M	-$2.53M	5	10.24%	Reduced
821	Osterweis Capital Management San Francisco, California	$159M	+$11.7M	5	9.51%	Increased
822	Avity Investment Management Greenwich, Connecticut	$159M	-$4.27M	7	15.19%	Reduced
823	ZWJ Investment Counsel Atlanta, Georgia	$159M	+$5.22M	7	10.81%	Increased
824	Greenleaf Trust Kalamazoo, Michigan	$159M	+$11.3M	10	2.11%	Increased
825	Hantz Financial Services Southfield, Michigan	$158M	+$6.83M	11	7.08%	Increased