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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
851	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$61.5M	+$647K	6	6.61%	Increased
852	Sumitomo Life Insurance Tokyo, Japan	$61.4M	-$1.54M	8	8.68%	Reduced
853	RIG Roosevelt Investment Group New York	$61.2M	-$5.09M	5	5.55%	Reduced
854	Coldstream Capital Management Bellevue, Washington	$61.1M	-$1.95M	7	8.43%	Reduced
855	Davidson Investment Advisors Great Falls, Montana	$60.8M	+$4.05M	6	7.85%	Increased
856	Bowen Hanes & Co Ponte Vedra Beach, Florida	$60.3M	+$16.2M	6	3.03%	Increased
857	Meeder Asset Management Dublin, Ohio	$60M	-$3.6M	13	5.37%	Reduced
858	CA Cornerstone Advisors Asheville, North Carolina	$59.8M	+$5.54M	6	10.78%	Increased
859	Gamble Jones Investment Counsel Pasadena, California	$59.6M	-$169K	7	6.28%	Reduced
860	Laurion Capital Management New York	$59.5M	+$48.5M	9	0.45%	Increased
861	Boston Financial Management Boston, Massachusetts	$59.2M	+$438K	6	4.41%	Increased
862	Moody Lynn & Lieberson Boston, Massachusetts	$59.2M	+$15.6M	3	8.32%	Increased
863	Quest Investment Management Lake Oswego, Oregon	$59.1M	-$12.9M	5	8.13%	Reduced
864	FA Friess Associates Greenville, Delaware	$59.1M	+$12.2M	3	5.56%	Increased
865	NS Partners London, United Kingdom	$59M	+$2.15M	6	8.5%	Increased
866	Capital Advisors Inc Tulsa, Oklahoma	$59M	+$2.51M	7	3.86%	Increased
867	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$58.8M	+$453K	3	8.52%	Increased
868	Jupiter Asset Management London, United Kingdom	$58.7M	-$2.78M	4	2.14%	Reduced
869	Raymond James Trust St. Petersburg, Florida	$58.6M	+$817K	8	4.45%	Increased
870	Fullerton Fund Management Singapore	$58.6M	-$5.54M	1	29.22%	Reduced
871	Franklin Street Advisors Chapel Hill, North Carolina	$58.5M	-$1.91M	8	10.33%	Reduced
872	RCM Riverpark Capital Management New York	$58.4M	+$49.6M	3	8.19%	Increased
873	FA FDx Advisors Chicago, Illinois	$58.4M	-$1.21M	12	1.79%	Reduced
874	SWITC Stewart West Indies Trading Company Boulder, Colorado	$57.9M	$0	2	5%	Maintained
875	Clough Capital Partners Boston, Massachusetts	$57.7M	-$52.3M	3	3.66%	Reduced