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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	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$194M	+$49.8M	2	12.49%	Increased
802	SAI Systematic Alpha Investments Princeton, New Jersey	$194M	+$670K	8	8.49%	Increased
803	Greenwoods Asset Management (HK) Hong Kong	$193M	-$36.6M	3	7.82%	Reduced
804	Avenir Corporation Alexandria, Virginia	$193M	-$12.8M	2	16.26%	Reduced
805	Chartwell Investment Partners Berywn, Pennsylvania	$193M	-$1.3M	9	6.02%	Reduced
806	ZWJ Investment Counsel Atlanta, Georgia	$193M	-$5.72M	6	10.95%	Reduced
807	Sawgrass Asset Management Ponte Vedra Beach, Florida	$193M	-$43M	6	19.58%	Reduced
808	Beutel, Goodman & Co Toronto, Ontario, Canada	$193M	-$90.4M	5	1.18%	Reduced
809	Dana Investment Advisors Waukesha, Wisconsin	$192M	-$5.04M	9	8.7%	Reduced
810	Advisory Services Network Atlanta, Georgia	$192M	+$21.1M	21	6.1%	Increased
811	Sigma Planning Corp Ann Arbor, Michigan	$191M	+$5.95M	17	5.75%	Increased
812	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$191M	+$3.06M	6	33.33%	Increased
813	Tran Capital Management San Rafael, California	$191M	-$4.67M	3	15.96%	Reduced
814	Meritage Portfolio Management Overland Park, Kansas	$190M	+$24K	6	11.39%	Increased
815	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$190M	+$875K	6	13.53%	Increased
816	Advisor Partners Walnut Creek, California	$190M	-$1.96M	11	12.81%	Reduced
817	Chicago Capital Chicago, Illinois	$189M	-$2.08M	7	7.16%	Reduced
818	Eagle Global Advisors Houston, Texas	$188M	+$229K	7	12.43%	Increased
819	NZS Capital Denver, Colorado	$188M	-$27.6M	5	18.56%	Reduced
820	SCM Somerset Capital Management London, United Kingdom	$187M	-$15.6M	1	19.12%	Reduced
821	First Horizon Advisors Memphis, Tennessee	$187M	+$88.7M	22	6.11%	Increased
822	Curi RMB Capital Chicago, Illinois	$186M	+$2.82M	8	6.11%	Increased
823	KAS Kemnay Advisory Services New York	$185M	+$1.59M	7	24.26%	Increased
824	NFJ Investment Group Dallas, Texas	$185M	-$13.1M	8	3.62%	Reduced
825	Gotham Asset Management New York	$184M	+$2.1M	15	7.47%	Increased