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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	SCM Somerset Capital Management London, United Kingdom	$158M	-$11.9M	1	16.35%	Reduced
852	Suncoast Equity Management Tampa, Florida	$158M	+$3.06M	5	23.23%	Increased
853	Madison Asset Management Madison, Wisconsin	$157M	+$597K	7	2.2%	Increased
854	Eventide Asset Management Boston, Massachusetts	$157M	+$375K	2	2.33%	Increased
855	NAH Neumann Advisory (HK) Central, Hong Kong	$157M	-$11.5M	2	27.7%	Reduced
856	AAM Ardevora Asset Management London, United Kingdom	$157M	-$16.4M	3	2.33%	Reduced
857	Valiant Capital Management San Francisco, California	$157M	-$9.19M	2	6.06%	Reduced
858	Clark Capital Management Group Philadelphia, Pennsylvania	$156M	-$6.69M	7	2.38%	Reduced
859	NFJ Investment Group Dallas, Texas	$156M	+$153M	8	3.13%	New
860	Eagle Global Advisors Houston, Texas	$156M	-$142K	7	11.5%	Reduced
861	Chilton Capital Management Houston, Texas	$155M	+$1.54M	5	10.33%	Increased
862	AI ArchPoint Investors Coral Gables, Florida	$155M	-$8.73M	6	43.96%	Reduced
863	Cortland Associates St Louis, Missouri	$155M	-$973K	6	17.7%	Reduced
864	Sandy Spring Bank Olney, Maryland	$154M	+$830K	18	8.88%	Increased
865	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$153M	+$2.57M	6	32.22%	Increased
866	Philadelphia Trust Company Philadelphia, Pennsylvania	$153M	-$3.22M	8	11.73%	Reduced
867	Sigma Planning Corp Ann Arbor, Michigan	$153M	-$6.76M	20	4.88%	Reduced
868	MC Montag & Caldwell Atlanta, Georgia	$152M	-$105M	4	13.92%	Reduced
869	Chicago Capital Chicago, Illinois	$152M	+$1.37M	7	6.42%	Increased
870	Spyglass Capital Management San Francisco, California	$152M	+$23.1M	1	4%	Increased
871	Siemens Fonds Invest Munich, Germany	$151M	-$20.8K	8	14.59%	Reduced
872	Buckingham Strategic Wealth Clayton, Missouri	$151M	-$1.95M	8	7.42%	Reduced
873	Vestcor Inc Fredericton, New Brunswick, Canada	$150M	+$11M	11	5.63%	Increased
874	Wilmington Savings Fund Society Wilmington, Delaware	$150M	-$6.24M	7	6%	Reduced
875	Cetera Advisors Denver, Colorado	$150M	+$18.8M	15	4.12%	Increased