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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	Corvex Management New York	$136M	-$111M	2	7.06%	Reduced
802	Covea Finance Paris, France	$136M	-$5.5M	3	6.76%	Reduced
803	CF Cypress Funds Los Angeles, California	$136M	$0	2	23.63%	Maintained
804	CC Criteria Caixa Barcelona, Spain	$135M	+$4.06M	4	17.12%	Increased
805	Boston Common Asset Management Boston, Massachusetts	$134M	+$294K	8	6.42%	Increased
806	Value Partners Investments Winnipeg, Manitoba, Canada	$134M	+$7.25M	3	11.63%	Increased
807	Maple Capital Management Montpelier, Vermont	$134M	+$3.41M	5	17.73%	Increased
808	Prime Capital Investment Advisors Overland Park, Kansas	$134M	+$51.6M	8	5.08%	Increased
809	Dana Investment Advisors Waukesha, Wisconsin	$133M	-$3.19M	8	7%	Reduced
810	DAM Davis Asset Management Sausalito, California	$133M	$0	2	7.41%	Maintained
811	Becker Capital Management Portland, Oregon	$133M	+$5.25M	6	6.19%	Increased
812	TIG Advisors LLC New York	$133M	+$43.8M	1	8.01%	Increased
813	Vaughan David Investments Peoria, Illinois	$132M	+$1.35M	6	3.94%	Increased
814	VCM Violich Capital Management San Francisco, California	$132M	-$973K	6	23.51%	Reduced
815	Davidson Investment Advisors Great Falls, Montana	$132M	-$551K	5	10.31%	Reduced
816	PFM Parsec Financial Management Asheville, North Carolina	$132M	-$1.19M	7	5.89%	Reduced
817	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$132M	-$9.5M	7	10.41%	Reduced
818	Zeke Capital Advisors Berwyn, Pennsylvania	$132M	+$50.3M	9	8.61%	Increased
819	ETF Managers Group Summit, New Jersey	$132M	+$4.37M	17	6.17%	Increased
820	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$131M	-$1.15M	6	5.34%	Reduced
821	Wedbush Securities Los Angeles, California	$131M	-$7.26M	12	7.19%	Reduced
822	Avantax Advisory Services Dallas, Texas	$131M	+$3.71M	13	1.74%	Increased
823	Phoenix Financial Givatayim, Israel	$131M	-$98.2M	5	2.53%	Reduced
824	ZP Zimmer Partners New York	$131M	-$22.6M	3	2.63%	Reduced
825	HBK Investments Dallas, Texas	$130M	+$111M	1	3%	Increased