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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	FineMark National Bank & Trust Fort Myers, Florida	$241M	+$2.33M	7	8.19%	Increased
902	Quadrant Capital Group Cincinnati, Ohio	$241M	+$29.5M	11	8.66%	Increased
903	IMC Chicago Chicago, Illinois	$241M	-$3.94M	10	0.11%	Reduced
904	Senator Investment Group New York	$240M	+$28.5M	3	9.27%	Increased
905	Teewinot Capital Advisers New York	$240M	+$62.5M	5	19.72%	Increased
906	Howard Capital Management Group Los Angeles, California	$239M	-$899K	6	16.63%	Reduced
907	Park National Corp Newark, Ohio	$239M	-$2.62M	6	7.89%	Reduced
908	First National Trust Hermitage, Pennsylvania	$239M	-$9.46M	7	8.94%	Reduced
909	LMCG Investments Boston, Massachusetts	$239M	-$6.85M	6	14.99%	Reduced
910	HRT Financial New York	$239M	-$16.2M	15	1.05%	Reduced
911	Moody Lynn & Lieberson Boston, Massachusetts	$239M	+$4.39M	6	13.78%	Increased
912	Auto-Owners Insurance Lansing, Michigan	$239M	-$9.6M	4	5.32%	Reduced
913	Westpac Banking Corp Sydney, Australia	$238M	-$7.61M	10	15.93%	Reduced
914	Principal Securities Des Moines, Iowa	$238M	+$29.1M	27	4.48%	Increased
915	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$238M	+$156M	2	11.27%	Increased
916	North of South Capital London, United Kingdom	$237M	+$31.3M	1	24.95%	Increased
917	Smith Salley Wealth Management Greensboro, North Carolina	$237M	+$5.23M	6	13.7%	Increased
918	Meridian Wealth Management Lexington, Kentucky	$236M	+$7.34M	11	10.09%	Increased
919	CF Cypress Funds Los Angeles, California	$236M	$0	2	19.06%	Maintained
920	MA Mutual Advisors Omaha, Nebraska	$236M	-$2.27M	14	5.9%	Reduced
921	Diversify Advisory Services Sandy, Utah	$236M	+$62.2M	12	9.02%	Increased
922	Exencial Wealth Advisors Oklahoma City, Oklahoma	$236M	-$5.94M	8	8.31%	Reduced
923	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$235M	-$5.06M	6	8.76%	Reduced
924	Dock Street Asset Management Palm Beach, Florida	$235M	+$1.66M	5	22.1%	Increased
925	DAM Davis Asset Management Sausalito, California	$234M	$0	2	9.11%	Maintained