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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	E Fund Management Guangzhou, China	$228M	+$64.8M	12	11.45%	Increased
902	Sandy Spring Bank Olney, Maryland	$228M	-$861K	17	9.23%	Reduced
903	Wesleyan Assurance Society Birmingham, United Kingdom	$228M	+$24.7M	4	17.43%	Increased
904	Concurrent Investment Advisors Tampa, Florida	$227M	+$12.2M	13	6.1%	Increased
905	First Horizon Advisors Memphis, Tennessee	$226M	-$576K	22	6.33%	Reduced
906	Fairview Capital Investment Management Greenbrae, California	$226M	-$652K	5	11.71%	Reduced
907	Applied Finance Capital Management San Juan, Puerto Rico	$226M	+$12.5M	6	9.81%	Increased
908	GAM Holding Zurich, Switzerland	$225M	+$17.9M	6	16.81%	Increased
909	Meiji Yasuda Life Insurance Tokyo, Japan	$225M	+$4.06M	7	4.25%	Increased
910	Siemens Fonds Invest Munich, Germany	$225M	+$28.3M	11	15.04%	Increased
911	SteelPeak Wealth Woodland Hills, California	$225M	-$14.4M	9	9.13%	Reduced
912	Mill Capital Management Concord, North Carolina	$224M	-$4.43M	6	17.73%	Reduced
913	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$224M	-$3.39M	6	8.71%	Reduced
914	Great Valley Advisor Group Wilmington, Delaware	$224M	+$161K	9	5.01%	Increased
915	Windward Capital Management Los Angeles, California	$223M	-$2.86M	5	17.08%	Reduced
916	YCG LLC Austin, Texas	$223M	-$3.37M	3	17.69%	Reduced
917	Neville Rodie & Shaw New York	$223M	+$2.46M	8	16.23%	Increased
918	FineMark National Bank & Trust Fort Myers, Florida	$222M	-$4.26M	7	7.73%	Reduced
919	Bryn Mawr Capital Management Philadelphia, Pennsylvania	$222M	-$4.42M	9	11.95%	Reduced
920	Meritage Portfolio Management Overland Park, Kansas	$221M	-$304K	8	13.74%	Reduced
921	Ironvine Capital Partners Omaha, Nebraska	$221M	-$1.64M	4	23.69%	Reduced
922	World Investment Advisors Santa Barbara, California	$221M	+$27.6M	12	6.05%	Increased
923	TC Torno Capital Cohasset, Massachusetts	$221M	+$167M	2	19.57%	Increased
924	Thomasville National Bank Thomasville, Georgia	$221M	+$2.36M	6	15.86%	Increased
925	Picton Mahoney Asset Management Toronto, Ontario, Canada	$220M	+$22.2M	14	4.5%	Increased