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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	Caledonia Investments plc (UK) London England, United Kingdom	$192M	+$20M	3	29.31%	Increased
852	First National Trust Hermitage, Pennsylvania	$191M	+$2.45M	9	10.02%	Increased
853	Wedbush Securities Los Angeles, California	$191M	+$1.85M	18	8.21%	Increased
854	Crestline Management Fort Worth, Texas	$190M	+$181M	6	14.22%	Increased
855	SAI Systematic Alpha Investments Princeton, New Jersey	$190M	-$2.91M	7	8.82%	Reduced
856	Jag Capital Management St Louis, Missouri	$188M	-$8.31M	5	14.42%	Reduced
857	Vestcor Inc Fredericton, New Brunswick, Canada	$188M	+$12.1M	17	6.63%	Increased
858	Strategy Capital Los Altos, California	$188M	+$13.7M	2	17.77%	Increased
859	MC Maplelane Capital New York	$188M	+$34.5M	3	6.88%	Increased
860	Stock Yards Bank & Trust Louisville, Kentucky	$187M	+$14.7M	6	9.83%	Increased
861	RIG Roosevelt Investment Group New York	$185M	+$4.7M	6	10.22%	Increased
862	Jay A. Fishman Ltd Troy, Michigan	$185M	+$7.61M	5	19.72%	Increased
863	TDAM USA Toronto, Ontario, Canada	$185M	-$5.64M	7	11.46%	Reduced
864	Franklin Street Advisors Chapel Hill, North Carolina	$185M	-$460K	6	13.95%	Reduced
865	Summitry LLC Foster City, California	$184M	+$1.22M	5	10.77%	Increased
866	TP Thunderbird Partners London, United Kingdom	$184M	-$33.8M	2	21.2%	Reduced
867	SFG Sather Financial Group Victoria, Texas	$184M	+$4.49M	4	15.94%	Increased
868	DAM Davis Asset Management Sausalito, California	$184M	$0	2	8.7%	Maintained
869	Quest Investment Management Lake Oswego, Oregon	$183M	-$5.91M	5	15.68%	Reduced
870	Argent Trust Co Nashville, Tennessee	$183M	-$1.24M	10	10.72%	Reduced
871	NorthCrest Asset Manangement Plymouth, Minnesota	$183M	+$185M	11	10.06%	New
872	Delta Asset Management Memphis, Tennessee	$183M	-$1.54M	13	16.16%	Reduced
873	Avity Investment Management Greenwich, Connecticut	$183M	-$3.19M	7	14.25%	Reduced
874	Ethic Inc New York	$183M	+$32.3M	18	14.1%	Increased
875	Ziegler Capital Management Chicago, Illinois	$183M	-$17.8M	5	6.56%	Reduced