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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
901	Sigma Planning Corp Ann Arbor, Michigan	$90.1M	+$3.81M	12	5.35%	Increased
902	Neville Rodie & Shaw New York	$89.6M	+$5.79M	7	10.91%	Increased
903	WCM Woodson Capital Management Greenwich, Connecticut	$89.6M	+$18.8M	2	12.73%	Increased
904	RegentAtlantic Capital Morristown, New Jersey	$89.5M	-$3.48M	9	6.97%	Reduced
905	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$89.4M	+$20.6M	9	13.95%	Increased
906	Tikehau Investment Management Paris, France	$89.3M	-$189M	2	11.37%	Reduced
907	Burney Company Reston, Virginia	$89.1M	-$10.6M	10	6.84%	Reduced
908	Community Trust & Investment Versailles, Kentucky	$89.1M	-$3.43M	3	12.57%	Reduced
909	Cookson Peirce & Co Pittsburgh, Pennsylvania	$89.1M	+$26.2M	4	10.23%	Increased
910	Brinker Capital Berwyn, Pennsylvania	$88.8M	+$6.55M	10	3.54%	Increased
911	Cortland Associates St Louis, Missouri	$88.8M	-$17.4M	6	16.66%	Reduced
912	Hood River Capital Management Palm Beach Gardens, Florida	$88.5M	+$26.3M	3	5.06%	Increased
913	Delta Asset Management Memphis, Tennessee	$88.4M	-$1.33M	10	13.94%	Reduced
914	First Quadrant Glendale, California	$87.9M	+$638K	8	12.79%	Increased
915	MP MFN Partners Boston, Massachusetts	$87.5M	+$102M	1	11.57%	New
916	Discovery Capital Management South Norwalk, Connecticut	$87.4M	+$50.2M	4	24.05%	Increased
917	Pillar Pacific Capital Management Pacifica, California	$87.4M	-$588K	9	11.52%	Reduced
918	FineMark National Bank & Trust Fort Myers, Florida	$87.3M	+$4.47M	7	5.48%	Increased
919	AA Ancient Art Austin, Texas	$86.6M	-$6.78M	1	13.96%	Reduced
920	Franklin Street Advisors Chapel Hill, North Carolina	$86.6M	+$1.08M	6	12.61%	Increased
921	Greenleaf Trust Kalamazoo, Michigan	$86.5M	+$10.3M	8	1.72%	Increased
922	Sandler Capital Management New York	$86.3M	+$63.6M	4	11.94%	Increased
923	Taurus Asset Management New York	$86.1M	+$3.47M	5	14.29%	Increased
924	Boston Common Asset Management Boston, Massachusetts	$85.9M	-$4.22M	5	12.11%	Reduced
925	First National Trust Hermitage, Pennsylvania	$85.6M	-$2.31M	6	8.56%	Reduced