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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	Davidson Investment Advisors Great Falls, Montana	$172M	+$12M	5	13.37%	Increased
852	First National Trust Hermitage, Pennsylvania	$171M	+$3.42M	8	10.25%	Increased
853	TI TRG Investments Richmond, Virginia	$171M	$0	1	100%	Maintained
854	Quest Investment Management Lake Oswego, Oregon	$171M	-$7.43M	5	15.72%	Reduced
855	VCM Violich Capital Management San Francisco, California	$170M	+$2.02M	6	27.32%	Increased
856	Pictet North America Advisors Geneva 73, Switzerland	$170M	-$329K	6	16.77%	Reduced
857	Meiji Yasuda Asset Management Tokyo, Japan	$169M	-$155M	13	11.99%	Reduced
858	Boston Common Asset Management Boston, Massachusetts	$169M	-$2.23M	8	7.3%	Reduced
859	Cigna Investments Bloomfield, Connecticut	$169M	-$10.7M	15	12.58%	Reduced
860	Wilkinson Global Asset Management New York	$169M	-$3.61M	6	10.26%	Reduced
861	TDAM USA Toronto, Ontario, Canada	$169M	-$22.2M	7	11.1%	Reduced
862	Alta Park Capital San Francisco, California	$168M	+$67.7M	4	12.28%	Increased
863	Eventide Asset Management Boston, Massachusetts	$168M	$0	2	2.21%	Maintained
864	Franklin Street Advisors Chapel Hill, North Carolina	$167M	-$8.85M	6	14.2%	Reduced
865	E.S. Barr & Co Lexington, Kentucky	$167M	-$2.46M	4	11.99%	Reduced
866	Junto Capital Management New York	$166M	-$13.7M	2	5.25%	Reduced
867	Crake Asset Management London, United Kingdom	$166M	-$303M	4	9.06%	Reduced
868	Argent Trust Co Nashville, Tennessee	$166M	+$2.51M	9	10.67%	Increased
869	Siemens Fonds Invest Munich, Germany	$166M	+$34.4M	10	11.05%	Increased
870	AAM AO Asset Management New York	$165M	-$55.4M	6	12.17%	Reduced
871	JM Jeneq Management New York	$165M	+$94.7M	3	25.2%	Increased
872	Kingsview Wealth Management Grants Pass, Oregon	$165M	+$13.6M	15	7.83%	Increased
873	Moody Lynn & Lieberson Boston, Massachusetts	$165M	-$5.06M	7	12.38%	Reduced
874	HVM Harvest Volatility Management Norwalk, Connecticut	$165M	+$64.4M	4	7.71%	Increased
875	Windward Capital Management Los Angeles, California	$165M	-$1.2M	5	15.27%	Reduced