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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	Argent Trust Co Nashville, Tennessee	$371M	-$6.41M	9	12.72%	Reduced
802	Jain Global New York	$369M	+$224M	10	1.78%	Increased
803	PGGM Investments Zeist, Netherlands	$368M	+$12.1M	2	5.83%	Increased
804	NZS Capital Denver, Colorado	$367M	-$21.2M	4	11.26%	Reduced
805	Maple Capital Management Montpelier, Vermont	$365M	-$524K	6	22.99%	Reduced
806	Strategy Capital Los Altos, California	$364M	-$43.8M	2	26.85%	Reduced
807	Foundations Investment Advisors Phoenix, Arizona	$364M	+$46.5M	12	4.77%	Increased
808	Empowered Funds Havertown, Pennsylvania	$363M	-$387M	20	6.16%	Reduced
809	Mondrian Investment Partners London, United Kingdom	$362M	-$41.4M	4	5.98%	Reduced
810	Guinness Asset Management London, United Kingdom	$362M	-$24.6M	4	5.87%	Reduced
811	ExodusPoint Capital Management New York	$360M	+$25.7M	15	2.83%	Increased
812	KCM Investment Advisors Greenbrae, California	$360M	-$3.43M	6	11.54%	Reduced
813	Bleakley Financial Group Fairfield, New Jersey	$360M	+$31.6M	10	6.24%	Increased
814	J.L. Bainbridge & Co Sarasota, Florida	$358M	-$535K	5	28.91%	Reduced
815	VCM Violich Capital Management San Francisco, California	$358M	+$7.58M	6	39.96%	Increased
816	Trust Company of Vermont Brattleboro, Vermont	$357M	+$1.28M	18	14.91%	Increased
817	Graham Holdings Company Arlington, Virginia	$356M	$0	1	32.93%	Maintained
818	AMI Asset Management Los Angeles, California	$355M	-$8.65M	4	20.15%	Reduced
819	PCM Palestra Capital Management New York	$353M	-$6.76M	3	12.49%	Reduced
820	GA GuoLine Advisory Singapore	$353M	+$15.4M	3	32.48%	Increased
821	Marathon Asset Management (UK) London, United Kingdom	$352M	-$35.7M	6	13.55%	Reduced
822	Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$350M	-$6.97M	5	32.54%	Reduced
823	Brookstone Capital Management Wheaton, Illinois	$350M	+$5.02M	11	4%	Increased
824	Triglav Skladi Ljubljana, Slovenia	$348M	+$487K	7	21.99%	Increased
825	Traynor Capital Management Malvern, Pennsylvania	$347M	+$2.31M	10	18.52%	Increased