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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	Strategy Capital Los Altos, California	$147M	+$58M	2	25.64%	Increased
827	SFG Sather Financial Group Victoria, Texas	$147M	+$2.19M	4	15.22%	Increased
828	SteelPeak Wealth Woodland Hills, California	$147M	+$17.1M	11	10.54%	Increased
829	General American Investors New York	$147M	$0	3	14.72%	Maintained
830	First National Bank of Omaha Omaha, Nebraska	$146M	-$6.97M	5	8.89%	Reduced
831	NFJ Investment Group Dallas, Texas	$146M	-$2.02M	7	3.5%	Reduced
832	Maple Capital Management Montpelier, Vermont	$146M	+$8.94M	5	19.24%	Increased
833	Exencial Wealth Advisors Oklahoma City, Oklahoma	$145M	-$402K	8	8.2%	Reduced
834	Soma Equity Partners San Francisco, California	$145M	+$19.2M	2	7.65%	Increased
835	ET Equitable Trust Nashville, Tennessee	$145M	+$19.7M	6	10.77%	Increased
836	NZS Capital Denver, Colorado	$144M	-$5.79M	5	15.41%	Reduced
837	Renaissance Group Covington, Kentucky	$144M	+$22.9M	8	7.43%	Increased
838	Parker Investment Management Menlo Park, California	$144M	-$8.92M	4	33.26%	Reduced
839	CPWM LLC Seattle, Washington	$144M	-$37.2M	9	12.81%	Reduced
840	TCCM Two Creeks Capital Management New York	$143M	+$34.7M	2	9.86%	Increased
841	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$143M	+$44M	6	6.22%	Increased
842	NewEdge Wealth Pittsburgh, Pennsylvania	$143M	+$18.8M	9	6.5%	Increased
843	ARGA Investment Management Stamford, Connecticut	$143M	+$33.1M	1	7.85%	Increased
844	Kintegral Advisory New York	$142M	+$3.21M	7	18.48%	Increased
845	Scout Investments Kansas City, Missouri	$142M	-$53.6M	3	2.81%	Reduced
846	SAI Systematic Alpha Investments Princeton, New Jersey	$142M	+$1.05B	7	8.04%	Increased
847	Anomaly Capital Management New York	$142M	-$111M	1	7.16%	Reduced
848	Argent Trust Co Nashville, Tennessee	$142M	+$2.44M	8	9.74%	Increased
849	Buckingham Strategic Wealth Clayton, Missouri	$142M	+$1.89M	9	2.8%	Increased
850	GAMCO Investors Greenwich, Connecticut	$142M	-$3.1M	14	1.55%	Reduced