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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	Alpha Cubed Investments Irvine, California	$163M	+$10.7M	7	11.78%	Increased
802	Citizens Financial Group Providence, Rhode Island	$163M	-$5.99M	10	5.96%	Reduced
803	Covea Finance Paris, France	$163M	-$838K	3	9.27%	Reduced
804	Silicon Valley Community Foundation Mountain View, California	$163M	-$3.49M	3	23.41%	Reduced
805	Avantax Advisory Services Dallas, Texas	$162M	+$7.01M	13	1.99%	Increased
806	Howland Capital Management Boston, Massachusetts	$162M	-$224K	8	9.78%	Reduced
807	Makena Capital Management Menlo Park, California	$162M	-$3.14M	4	30.65%	Reduced
808	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$161M	-$1.69M	10	13.23%	Reduced
809	Obermeyer Wealth Partners Aspen, Colorado	$160M	-$6.21M	6	11.97%	Reduced
810	Meag Munich Ergo Munich, Germany	$160M	+$8.49M	7	7.57%	Increased
811	Graham Holdings Company Arlington, Virginia	$160M	-$15.1M	1	26.49%	Reduced
812	Cooperman Leon G	$159M	-$19.3M	2	9.57%	Reduced
813	CF Cypress Funds Los Angeles, California	$158M	-$15.9M	2	22.3%	Reduced
814	PFM Parsec Financial Management Asheville, North Carolina	$158M	+$106K	7	6.64%	Increased
815	Alpine Associates Management Palm Beach, Florida	$158M	+$7.32M	1	8.42%	Increased
816	NewEdge Wealth Pittsburgh, Pennsylvania	$158M	+$6.78M	10	5.98%	Increased
817	Evergreen Capital Management Bellevue, Washington	$157M	+$12.9M	10	7.06%	Increased
818	Laird Norton Wetherby Wealth Management San Francisco, California	$157M	+$5.34M	17	9.16%	Increased
819	Vident Investment Advisory Alpharetta, Georgia	$156M	+$20.6M	25	5.07%	Increased
820	Maple Capital Management Montpelier, Vermont	$156M	-$499K	5	19.03%	Reduced
821	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$155M	-$64.2K	7	12%	Reduced
822	DAM Davis Asset Management Sausalito, California	$155M	$0	2	9.96%	Maintained
823	VCM Violich Capital Management San Francisco, California	$154M	-$1.26M	6	26.33%	Reduced
824	Vaughan David Investments Peoria, Illinois	$154M	-$1.24M	6	4.67%	Reduced
825	Parallel Advisors San Francisco, California	$154M	+$17.8M	33	5.18%	Increased