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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	Logan Capital Management Newtown Square, Pennsylvania	$143M	-$506K	8	8.55%	Reduced
802	Mondrian Investment Partners London, United Kingdom	$143M	-$6.3M	3	3.12%	Reduced
803	Cetera Investment Advisers Schaumburg, Illinois	$142M	-$10.8M	19	2.84%	Reduced
804	Summitry LLC Foster City, California	$142M	+$307K	5	10.71%	Increased
805	Coronation Fund Managers Cape Town, South Africa	$141M	+$18.4M	5	7.56%	Increased
806	NewEdge Wealth Pittsburgh, Pennsylvania	$141M	+$9.6M	9	6.65%	Increased
807	Global Endowment Management Charlotte, North Carolina	$140M	-$1.4M	3	14.15%	Reduced
808	Howland Capital Management Boston, Massachusetts	$140M	+$1.59M	8	9.01%	Increased
809	Exencial Wealth Advisors Oklahoma City, Oklahoma	$140M	+$7.84M	8	8.45%	Increased
810	Motley Fool Asset Management Alexandria, Virginia	$139M	-$2.03M	8	13.68%	Reduced
811	Guinness Asset Management London, United Kingdom	$138M	+$20M	4	4.72%	Increased
812	Maple Capital Management Montpelier, Vermont	$138M	+$3.18M	5	17.44%	Increased
813	Caledonia Investments plc (UK) London England, United Kingdom	$138M	+$3.81M	3	25.61%	Increased
814	E.S. Barr & Co Lexington, Kentucky	$138M	-$820K	4	12.22%	Reduced
815	JSP Jackson Square Partners Larkspur, California	$137M	-$34.7M	6	3.6%	Reduced
816	ETF Managers Group Summit, New Jersey	$137M	-$5.73M	21	4.4%	Reduced
817	Scout Investments Kansas City, Missouri	$137M	+$12M	3	2.83%	Increased
818	First Horizon Advisors Memphis, Tennessee	$136M	-$3.81M	22	5.47%	Reduced
819	Avantax Advisory Services Dallas, Texas	$136M	+$5.9M	11	2.09%	Increased
820	General American Investors New York	$136M	$0	3	14.16%	Maintained
821	Wolverine Asset Management Chicago, Illinois	$136M	+$65.1M	10	1.46%	Increased
822	HVM Harvest Volatility Management Norwalk, Connecticut	$136M	-$6.83M	5	23.46%	Reduced
823	TCA Taconic Capital Advisors New York	$136M	+$29.6M	5	3.3%	Increased
824	Tran Capital Management San Rafael, California	$136M	-$12.6M	3	17.36%	Reduced
825	SFG Sather Financial Group Victoria, Texas	$135M	+$5.01M	4	14.92%	Increased