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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	Thornburg Investment Management Santa Fe, New Mexico	$158M	+$14.8M	5	2.6%	Increased
902	Moody Lynn & Lieberson Boston, Massachusetts	$158M	-$1.32M	7	13.56%	Reduced
903	Howard Capital Management Group Los Angeles, California	$158M	+$534K	6	15.24%	Increased
904	GMF Grace & Mercy Foundation New York	$158M	-$863K	4	47.81%	Reduced
905	Tower Bridge Advisors Conshohocken, Pennsylvania	$158M	-$122K	7	14.6%	Reduced
906	Parsifal Capital Management Greenwich, Connecticut	$157M	-$49.4M	2	9.2%	Reduced
907	Vident Advisory Alpharetta, Georgia	$157M	+$160M	24	4.87%	New
908	Spire Wealth Management Mclean, Virginia	$157M	+$4.34M	25	5.97%	Increased
909	Nichols & Pratt Advisers Boston, Massachusetts	$156M	-$2.51M	5	11.84%	Reduced
910	CSNH Crow's Nest Holdings Richmond, Virginia	$154M	-$3.49M	2	39.1%	Reduced
911	Optiver Holding Amsterdam, Netherlands	$153M	-$86.7M	8	0.1%	Reduced
912	PIM Platinum Investment Management Sydney Australia 2000, Australia	$153M	-$86.4M	8	5.96%	Reduced
913	Valeo Financial Advisors Carmel, Indiana	$153M	+$9.5M	10	6.96%	Increased
914	Bristlecone Advisors Bellevue, Washington	$152M	+$1.58M	6	17.1%	Increased
915	Giverny Capital Montreal, Quebec, Canada	$152M	+$1.36M	4	8.23%	Increased
916	Jasper Ridge Partners Menlo Park, California	$152M	+$226K	10	7.12%	Increased
917	North Star Asset Management Neenah, Wisconsin	$152M	-$418K	8	8.7%	Reduced
918	Van Hulzen Asset Management El Dorado Hills, California	$151M	+$38.1M	8	11.65%	Increased
919	Bleakley Financial Group Fairfield, New Jersey	$151M	-$7.13M	12	5.34%	Reduced
920	Vestor Capital Chicago, Illinois	$151M	+$26M	7	16.4%	Increased
921	Edgemoor Investment Advisors Bethesda, Maryland	$151M	-$986K	5	17.81%	Reduced
922	Ironvine Capital Partners Omaha, Nebraska	$150M	+$473K	3	19.31%	Increased
923	Picton Mahoney Asset Management Toronto, Ontario, Canada	$150M	+$36.4M	9	4.49%	Increased
924	Baker Avenue Asset Management San Francisco, California	$150M	+$5.18M	22	7.48%	Increased
925	Natixis Investment Managers International Paris, France	$149M	+$4.71M	7	11.54%	Increased