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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	Suncoast Equity Management Tampa, Florida	$119M	-$7.08M	5	20.89%	Reduced
902	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	$118M	+$84.9M	4	34.32%	Increased
903	Amica Mutual Insurance Providence, Rhode Island	$118M	-$297K	4	14.09%	Reduced
904	Reilly Financial Advisors La Mesa, California	$118M	+$4.23M	17	12.64%	Increased
905	Equitable Trust Nashville, Tennessee	$118M	-$4.83M	8	10.04%	Reduced
906	WAM WT Asset Management Hong Kong	$118M	+$109M	2	27.73%	New
907	Frontier Capital Management Boston, Massachusetts	$117M	+$39.2M	1	1.02%	Increased
908	Baldwin Wealth Partners Marion, Massachusetts	$117M	-$2.27M	14	16.05%	Reduced
909	EULAV Asset Management Sarasota, Florida	$117M	-$315K	5	3.45%	Reduced
910	NWQ Investment Management Company Los Angeles, California	$117M	-$11.5M	4	5.28%	Reduced
911	Logan Capital Management Newtown Square, Pennsylvania	$117M	-$68.3M	6	6.33%	Reduced
912	Empire Life Investments Toronto, Ontario, Canada	$117M	-$17.3M	4	9.39%	Reduced
913	Delta Asset Management Memphis, Tennessee	$117M	-$1.47M	10	14.01%	Reduced
914	YHB Investment Advisors West Hartford, Connecticut	$117M	+$13.5M	7	12.64%	Increased
915	BWA Brave Warrior Advisors New York	$116M	-$132M	3	5.19%	Reduced
916	Eventide Asset Management Boston, Massachusetts	$116M	+$882K	2	2.27%	Increased
917	Montag & Associates Atlanta, Georgia	$116M	-$3.79M	9	9.37%	Reduced
918	Center Lake Capital Management West Palm Beach, Florida	$116M	-$13.5M	3	24.3%	Reduced
919	Cetera Advisors Denver, Colorado	$116M	+$4.01M	12	4.35%	Increased
920	Richard Bernstein Advisors New York	$116M	$0	7	3.25%	Maintained
921	Taurus Asset Management New York	$115M	-$6.56M	5	14.24%	Reduced
922	Madison Asset Management Madison, Wisconsin	$115M	-$5.2M	6	1.92%	Reduced
923	AP Archon Partners Princeton Junction, New Jersey	$115M	+$10.1M	5	18.09%	Increased
924	HAP Trading New York	$115M	+$33.9M	8	5.66%	Increased
925	Taikang Asset Management (HK) Hong Kong	$115M	+$19.8M	6	17.73%	Increased