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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	Valeo Financial Advisors Carmel, Indiana	$200M	+$7.49M	8	7.17%	Increased
902	Meritage Portfolio Management Overland Park, Kansas	$200M	+$6.99M	8	12.72%	Increased
903	IMC Chicago Chicago, Illinois	$199M	+$75.3M	13	0.12%	Increased
904	Bristlecone Advisors Bellevue, Washington	$199M	+$1.01M	6	17.51%	Increased
905	Bryn Mawr Capital Management Philadelphia, Pennsylvania	$198M	-$10.1M	8	11.25%	Reduced
906	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$198M	-$777K	5	14.36%	Reduced
907	Brookfield Corp Toronto, Ontario, Canada	$198M	$0	1	1.17%	Maintained
908	CA Cullinan Associates Louisville, Kentucky	$198M	-$19.8M	7	11.09%	Reduced
909	First Horizon Advisors Memphis, Tennessee	$197M	-$27.1M	22	6.1%	Reduced
910	TC Torno Capital Cohasset, Massachusetts	$197M	+$161M	2	12.62%	Increased
911	CCM Candlestick Capital Management Greenwich, Connecticut	$197M	-$104M	2	4.07%	Reduced
912	Wedge Capital Management Charlotte, North Carolina	$197M	+$80.5M	9	3.18%	Increased
913	Virtu Financial New York	$196M	-$61.8M	11	15%	Reduced
914	Sigma Planning Corp Ann Arbor, Michigan	$196M	+$104M	13	6.16%	Increased
915	Oak Ridge Investments Chicago, Illinois	$195M	+$7.22M	4	19.68%	Increased
916	ACR Alpine Capital Research St. Louis, Missouri	$194M	-$43M	1	5.9%	Reduced
917	Neville Rodie & Shaw New York	$193M	+$214K	8	14.77%	Increased
918	First Citizens Bank & Trust Raleigh, North Carolina	$193M	+$51.2M	6	3.7%	Increased
919	Park Avenue Securities New York	$193M	+$9.6M	13	2.5%	Increased
920	Frontier Capital Management Boston, Massachusetts	$193M	+$8.28M	4	1.8%	Increased
921	Graham Holdings Company Arlington, Virginia	$192M	$0	1	24.22%	Maintained
922	NM NWI Management New York	$192M	+$84M	5	5.86%	Increased
923	Nichols & Pratt Advisers Boston, Massachusetts	$192M	-$5.25M	5	12.91%	Reduced
924	Edgemoor Investment Advisors Bethesda, Maryland	$191M	-$1.23M	5	18.02%	Reduced
925	Generate Investment Management Auckland, New Zealand	$190M	+$29.2M	4	13.8%	Increased