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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	Azimuth Capital Management Bloomfield Hills, Michigan	$141M	+$1.36M	7	6.7%	Increased
902	Freestone Capital Holdings Seattle, Washington	$141M	+$2.26M	11	7.66%	Increased
903	PFM Parsec Financial Management Asheville, North Carolina	$141M	+$8.64M	9	7.24%	Increased
904	Davidson Investment Advisors Great Falls, Montana	$141M	-$1.66M	5	11.94%	Reduced
905	Jay A. Fishman Ltd Troy, Michigan	$141M	-$1.62M	5	18.99%	Reduced
906	Armistice Capital New York	$140M	+$89.8M	4	3.22%	Increased
907	Oak Ridge Investments Chicago, Illinois	$140M	+$1.06M	5	13.05%	Increased
908	Corient Capital Partners Newport Beach, California	$140M	+$50.2M	14	11.97%	Increased
909	Advisory Services Network Atlanta, Georgia	$140M	+$8.37M	17	5.19%	Increased
910	Bridgeway Capital Management Houston, Texas	$140M	-$14.5M	8	2.61%	Reduced
911	Curi RMB Capital Chicago, Illinois	$139M	-$14.9M	8	5.16%	Reduced
912	RIG Roosevelt Investment Group New York	$139M	-$2.4M	5	9.13%	Reduced
913	HSC Harbor Spring Capital New York	$139M	+$6.71M	4	19.71%	Increased
914	EULAV Asset Management Sarasota, Florida	$139M	+$1.24M	5	3.72%	Increased
915	Summitry LLC Foster City, California	$139M	+$3.91M	5	8.92%	Increased
916	BDS Banco de Sabadell Miami, Florida	$139M	-$3.37M	8	14.31%	Reduced
917	Pillar Pacific Capital Management Pacifica, California	$139M	+$1.71M	10	10.72%	Increased
918	Highland Private Wealth Management Bellevue, Washington	$139M	-$864K	7	22.8%	Reduced
919	Parallel Advisors San Francisco, California	$138M	+$10.3M	27	6.53%	Increased
920	Baldwin Wealth Partners Marion, Massachusetts	$138M	+$4.52M	16	16.44%	Increased
921	E.S. Barr & Co Lexington, Kentucky	$138M	-$187K	4	10.85%	Reduced
922	ET Equitable Trust Nashville, Tennessee	$138M	-$2.15M	8	10.3%	Reduced
923	Sachem Head Capital Management New York	$137M	+$149M	1	3.71%	New
924	Caledonia Investments plc (UK) London England, United Kingdom	$137M	$0	2	26.45%	Maintained
925	Deltec Asset Management New York	$137M	+$2.32M	7	20.37%	Increased