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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
876	Global Endowment Management Charlotte, North Carolina	$89.1M	-$3.78M	7	8.55%	Reduced
877	Independent Advisor Alliance Charlotte, North Carolina	$88.9M	+$9.8M	7	12.86%	Increased
878	Partners Capital Investment Group Boston, Massachusetts	$88.8M	-$948K	3	8.83%	Reduced
879	Mark Asset Management New York	$88.7M	-$15.5M	7	20.65%	Reduced
880	Todd Asset Management Louisville, Kentucky	$88M	-$2.21M	6	2.41%	Reduced
881	MassMutual Private Wealth & Trust Windsor, Connecticut	$87.7M	-$693K	13	6.07%	Reduced
882	Philadelphia Trust Company Philadelphia, Pennsylvania	$87.5M	-$12.4M	6	7.71%	Reduced
883	HSC Harbor Spring Capital New York	$87.3M	+$518K	2	10.23%	Increased
884	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$87M	-$11.6M	9	8.84%	Reduced
885	Quest Investment Management Lake Oswego, Oregon	$86.9M	+$223K	5	10.78%	Increased
886	Motley Fool Asset Management Alexandria, Virginia	$86.3M	+$5.12M	6	9.63%	Increased
887	Evergreen Capital Management Bellevue, Washington	$86.2M	+$3.77M	8	8.22%	Increased
888	Ossiam Paris, France	$86.2M	-$67.4M	9	6.71%	Reduced
889	Capital Growth Management Boston, Massachusetts	$86.1M	+$81.7M	2	6.05%	New
890	3CP 3G Capital Partners New York	$86M	-$40.2M	1	11.11%	Reduced
891	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$85.8M	-$3.34M	5	26.5%	Reduced
892	Torray Investment Partners Bethesda, Maryland	$85.8M	-$1.63M	5	8.91%	Reduced
893	Davidson Investment Advisors Great Falls, Montana	$85.8M	-$7.51M	5	8.94%	Reduced
894	Meitav Investment House Bene-Beraq, Israel	$85.7M	-$47.4M	19	5.7%	Reduced
895	Azimuth Capital Management Bloomfield Hills, Michigan	$85.7M	-$6.1M	8	5.69%	Reduced
896	Simplex Trading Chicago, Illinois	$85.6M	-$3.03M	13	0.23%	Reduced
897	TM Tikvah Management Charlotte, North Carolina	$85.4M	+$13.9M	3	24.24%	Increased
898	Cerity Partners New York	$85.4M	-$4.55M	11	5.38%	Reduced
899	Metropolis Capital Amersham, United Kingdom	$85.3M	-$7.54M	2	19.54%	Reduced
900	Edgemoor Investment Advisors Bethesda, Maryland	$85.1M	-$6.23M	6	10.74%	Reduced