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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
926	Pictet North America Advisors Geneva 73, Switzerland	$80.9M	+$8.77M	6	11.76%	Increased
927	IGM Incline Global Management New York	$80.7M	+$32.7M	3	16.62%	Increased
928	New Mountain Vantage Advisers New York	$80.6M	-$7.23M	2	2.79%	Reduced
929	BloombergSen Toronto, Ontario, Canada	$80.5M	-$1.84M	1	4.84%	Reduced
930	Buckingham Strategic Wealth Clayton, Missouri	$80.1M	+$38.7M	8	8.71%	Increased
931	Nan Shan Life Insurance Taipei City, Taiwan	$79.9M	-$240M	2	2.05%	Reduced
932	WAM WT Asset Management Hong Kong	$79.9M	+$38.4M	2	24.78%	Increased
933	Deltec Asset Management New York	$79.8M	-$284K	5	17.47%	Reduced
934	PFM Parsec Financial Management Asheville, North Carolina	$79.5M	-$3.81M	7	4.94%	Reduced
935	E.S. Barr & Co Lexington, Kentucky	$79.5M	+$2.96M	4	7.81%	Increased
936	Neville Rodie & Shaw New York	$79M	+$420K	7	8.36%	Increased
937	RCM Riverpark Capital Management New York	$78.9M	-$1.45M	5	16.87%	Reduced
938	Old Republic International (ORI) Chicago, Illinois	$78.9M	$0	1	2.04%	Maintained
939	Norris Perne & French Grand Rapids, Michigan	$78.5M	-$758K	4	9.91%	Reduced
940	GPC Guardian Point Capital Charlottesville, Virginia	$78.4M	$0	2	24.52%	Maintained
941	Manikay Partners New York	$77.8M	+$83.1M	1	6.47%	New
942	Franklin Street Advisors Chapel Hill, North Carolina	$77.8M	-$1.49M	7	10.01%	Reduced
943	PKO Investment Management Joint-Stock Warsaw, Poland	$77.8M	-$7.2M	3	19.59%	Reduced
944	Jay A. Fishman Ltd Troy, Michigan	$77.8M	-$2.36M	5	14.55%	Reduced
945	Merriman Wealth Management Seattle, Washington	$77.5M	-$733K	6	14.94%	Reduced
946	First National Trust Hermitage, Pennsylvania	$77.5M	+$8.48M	6	7.22%	Increased
947	Capital International Sarl Los Angeles, California	$77.4M	-$8.55M	7	10.79%	Reduced
948	Jefferies Group New York	$77.4M	+$5.09M	17	0.56%	Increased
949	Sigma Planning Corp Ann Arbor, Michigan	$77.3M	+$4.63M	11	3.98%	Increased
950	Mariner Independent Advisor Network Overland Park, Kansas	$76.9M	+$14.3M	5	5.79%	Increased