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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	Sigma Planning Corp Ann Arbor, Michigan	$135M	+$2.69M	17	5.16%	Increased
827	SteelPeak Wealth Woodland Hills, California	$135M	-$4.82M	11	10.06%	Reduced
828	CC Criteria Caixa Barcelona, Spain	$135M	+$1.84M	5	19.26%	Increased
829	Buckingham Strategic Wealth Clayton, Missouri	$135M	+$2.48M	10	2.76%	Increased
830	Wolverine Trading Chicago, Illinois	$135M	-$15.5M	18	0.22%	Reduced
831	PFM Parsec Financial Management Asheville, North Carolina	$135M	+$377K	8	6.73%	Increased
832	VCM Violich Capital Management San Francisco, California	$134M	-$449K	6	25.27%	Reduced
833	Jay A. Fishman Ltd Troy, Michigan	$133M	+$2.21M	5	19.28%	Increased
834	Sound Shore Management Greenwich, Connecticut	$133M	+$973K	2	5.38%	Increased
835	Meag Munich Ergo Munich, Germany	$133M	+$5.27M	7	8.08%	Increased
836	TCCM Two Creeks Capital Management New York	$133M	$0	2	9.62%	Maintained
837	EC Eminence Capital New York	$133M	-$85.8M	2	2.77%	Reduced
838	Laird Norton Wetherby Wealth Management San Francisco, California	$132M	+$781K	16	9.32%	Increased
839	First National Bank of Omaha Omaha, Nebraska	$132M	-$4.66M	5	8.61%	Reduced
840	Petrus Trust Company Dallas, Texas	$132M	+$2.11M	5	18.71%	Increased
841	ET Equitable Trust Nashville, Tennessee	$131M	-$3.08M	6	10.96%	Reduced
842	Avity Investment Management Greenwich, Connecticut	$131M	+$6.84M	7	14.25%	Increased
843	Fernbridge Capital Management Los Angeles, California	$131M	+$35.3M	2	17.97%	Increased
844	SAI Systematic Alpha Investments Princeton, New Jersey	$131M	-$987M	7	7.9%	Reduced
845	ZP Zimmer Partners New York	$130M	+$32.1M	5	2.83%	Increased
846	ExodusPoint Capital Management New York	$130M	+$4.22M	23	1.7%	Increased
847	Argent Trust Co Nashville, Tennessee	$130M	+$1.14M	7	9.43%	Increased
848	UI Untitled Investments New York	$130M	+$7.05M	3	37.69%	Increased
849	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$130M	+$1.6M	6	5.95%	Increased
850	CPWM LLC Seattle, Washington	$130M	-$5.44M	8	12.2%	Reduced