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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	VCM Violich Capital Management San Francisco, California	$85.5M	-$1.75M	5	22.89%	Reduced
927	SeaTown Holdings Singapore	$85.5M	-$32.7M	4	17.19%	Reduced
928	Baldwin Wealth Partners Marion, Massachusetts	$85.4M	-$2.77M	13	14.95%	Reduced
929	Shanda Asset Management Holdings Tortola,, British Virgin Islands	$85.4M	+$48.2M	2	19.72%	Increased
930	WestEnd Advisors Charlotte, North Carolina	$85.3M	-$13.3M	3	7.13%	Reduced
931	Merriman Wealth Management Seattle, Washington	$84.8M	-$1.41M	6	18.44%	Reduced
932	Corvex Management New York	$84.3M	+$41.7M	2	6.52%	Increased
933	Stock Yards Bank & Trust Louisville, Kentucky	$84.3M	+$885K	6	8.97%	Increased
934	E.S. Barr & Co Lexington, Kentucky	$84.3M	+$2.22M	4	9.72%	Increased
935	Amica Mutual Insurance Providence, Rhode Island	$84.2M	+$23.6M	5	11.65%	Increased
936	Cornerstone Investment Partners Atlanta, Georgia	$83.8M	-$3.48M	5	5.41%	Reduced
937	Parsec Financial Management Asheville, North Carolina	$83.6M	-$1.26M	7	6.27%	Reduced
938	Kintegral Advisory New York	$83.5M	+$10.2M	6	16.27%	Increased
939	Banco de Sabadell Miami, Florida	$83.4M	-$232K	8	13.13%	Reduced
940	Polar Asset Management Partners Toronto, Ontario, Canada	$83.3M	+$17M	6	1.68%	Increased
941	Lido Advisors Los Angeles, California	$83.1M	+$14.6M	8	3.53%	Increased
942	Pictet North America Advisors Geneva 73, Switzerland	$83M	+$9.9M	6	14.2%	Increased
943	Deltec Asset Management New York	$82.7M	-$8.64M	7	22.87%	Reduced
944	CEP Chicago Equity Partners Chicago, Illinois	$82.6M	-$5.23M	6	8.31%	Reduced
945	Global Endowment Management Charlotte, North Carolina	$82.5M	+$6.49M	4	7.47%	Increased
946	Capital Fund Management (CFM) Paris, France	$82.3M	-$138M	13	1.27%	Reduced
947	EULAV Asset Management Sarasota, Florida	$82.2M	+$2.57M	5	3.29%	Increased
948	Roffman Miller Associates Philadelphia, Pennsylvania	$82.2M	-$72.6K	5	10.28%	Reduced
949	Incline Global Management New York	$82M	-$2.69M	4	20.97%	Reduced
950	Argent Trust Co Nashville, Tennessee	$81.7M	+$94.3K	8	9.18%	Increased