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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	Mizuho Markets Cayman Grand Cayman, Cayman Islands	$130M	-$19.8M	3	15.6%	Reduced
827	Farmers & Merchants Investments Inc Lincoln, Nebraska	$130M	-$568K	17	5.34%	Reduced
828	Meiji Yasuda Asset Management Tokyo, Japan	$129M	+$6.14M	11	6.21%	Increased
829	Capstone Investment Advisors New York	$129M	-$146M	13	0.94%	Reduced
830	Aptus Capital Advisors Fairhope, Alabama	$129M	+$7.37M	8	3.97%	Increased
831	BFM Blacksheep Fund Management Co. Dublin, Ireland	$128M	-$32.1M	2	29.89%	Reduced
832	Argent Trust Co Nashville, Tennessee	$128M	-$510K	7	8.45%	Reduced
833	Natixis Investment Managers International Paris, France	$128M	+$10.1M	5	9.54%	Increased
834	Meag Munich Ergo Munich, Germany	$127M	-$19.6K	8	6.86%	Reduced
835	Laird Norton Wetherby Wealth Management San Francisco, California	$127M	+$2.21M	16	8.17%	Increased
836	UBS O'Connor Chicago, Illinois	$127M	+$34.9M	3	2.34%	Increased
837	Alpha Cubed Investments Irvine, California	$126M	+$5.57M	7	9.57%	Increased
838	Petrus Trust Company Dallas, Texas	$126M	+$4.86M	7	16.06%	Increased
839	Delta Asset Management Memphis, Tennessee	$126M	-$522K	12	13.75%	Reduced
840	General American Investors New York	$126M	$0	3	12.3%	Maintained
841	NewEdge Wealth Pittsburgh, Pennsylvania	$126M	-$10.1M	8	5.41%	Reduced
842	Shapiro Capital Management Atlanta, Georgia	$125M	+$5.95M	2	3.33%	Increased
843	Cadian Capital Management New York	$124M	+$36.5M	1	9.01%	Increased
844	Livforsakringsbolaget Skandia Stockholm, Sweden	$124M	+$227K	14	14.22%	Increased
845	MFWM Motley Fool Wealth Management Alexandria, Virginia	$124M	-$2.22M	4	8.61%	Reduced
846	Tairen Capital Hong Kong	$124M	-$123M	4	14.42%	Reduced
847	HVM Harvest Volatility Management Norwalk, Connecticut	$123M	+$797K	5	24.91%	Increased
848	Academy Capital Management Waco, Texas	$123M	+$11.7M	5	26.26%	Increased
849	RAA RWC Asset Advisors Miami, Florida	$123M	+$43.8M	1	10.69%	Increased
850	Crake Asset Management London, United Kingdom	$122M	-$3.39M	3	52.43%	Reduced