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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
826	London & Capital Asset Management London, United Kingdom	$84.9M	+$91.3M	7	13.02%	New
827	SCM Suffolk Capital Management New York	$84.5M	-$6.52M	6	16.23%	Reduced
828	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$84.4M	-$4.64M	6	10.41%	Reduced
829	Timucuan Asset Management Jacksonville, Florida	$84.3M	+$1.62M	1	5.98%	Increased
830	Cerity Partners New York	$84.3M	+$13.2M	9	5.64%	Increased
831	Raymond James Trust St. Petersburg, Florida	$84M	+$2.2M	10	5.41%	Increased
832	Mondrian Investment Partners London, United Kingdom	$83.9M	+$466K	2	3.08%	Increased
833	Meeder Asset Management Dublin, Ohio	$83.7M	+$3.04M	14	7.47%	Increased
834	Meritage Portfolio Management Overland Park, Kansas	$82.9M	+$4.78M	6	9.46%	Increased
835	Curi RMB Capital Chicago, Illinois	$82.9M	-$665K	8	2.12%	Reduced
836	Tairen Capital Hong Kong	$82.8M	+$87.2M	3	30.11%	Increased
837	Cigna Investments Bloomfield, Connecticut	$82.8M	+$1.41M	11	7.02%	Increased
838	Avenir Corporation Alexandria, Virginia	$82.7M	-$1.1M	2	10.33%	Reduced
839	Consulta London, United Kingdom	$82.6M	+$10.8M	1	8.14%	Increased
840	CK Cohen Klingenstein New York	$82.5M	-$3.77M	7	12.47%	Reduced
841	HA H2O AM London, United Kingdom	$82.3M	+$88.5M	4	9.11%	New
842	Summitry LLC Foster City, California	$82.2M	+$1.18M	5	8.03%	Increased
843	Mark Asset Management New York	$82.2M	+$18.8M	7	22.22%	Increased
844	First National Bank of Omaha Omaha, Nebraska	$82.2M	-$6.65M	5	6.22%	Reduced
845	Barton Investment Management West Conshohocken, Pennsylvania	$81.5M	+$2.64M	5	16.29%	Increased
846	PFU Parus Finance (UK) London, United Kingdom	$81.5M	-$55.2M	3	34.88%	Reduced
847	Summit Partners Public Asset Management Boston, Massachusetts	$81.5M	+$7.7M	2	11.03%	Increased
848	Capital International Inc Los Angeles, California	$81.4M	-$17M	7	11.12%	Reduced
849	Central Trust Company Jefferson City, Missouri	$81.4M	+$1.44M	15	5.41%	Increased
850	Davidson Investment Advisors Great Falls, Montana	$81.2M	-$8.4M	5	9.42%	Reduced