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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	Trust Company of Vermont Brattleboro, Vermont	$107M	-$21.2M	11	10.58%	Reduced
927	Richard Bernstein Advisors New York	$107M	+$11.7M	7	3.36%	Increased
928	WM Wishbone Management Chicago, Illinois	$106M	+$12.1M	2	26.38%	Increased
929	PFM Parsec Financial Management Asheville, North Carolina	$106M	-$263K	7	6.75%	Reduced
930	Cubist Systematic Strategies Stamford, Connecticut	$105M	+$8.48M	23	1.82%	Increased
931	CMG Cavalry Management Group San Francisco, California	$105M	-$73.3M	3	13.63%	Reduced
932	River Road Asset Management Louisville, Kentucky	$105M	+$18M	3	1.81%	Increased
933	BAS Brown Advisory Securities Baltimore, Maryland	$105M	-$1.68M	7	22.39%	Reduced
934	CA Cullinan Associates Louisville, Kentucky	$105M	+$3.04M	6	7.35%	Increased
935	VCM Violich Capital Management San Francisco, California	$105M	-$1.38M	5	22.88%	Reduced
936	Kintegral Advisory New York	$104M	$0	6	16.79%	Maintained
937	Eventide Asset Management Boston, Massachusetts	$104M	-$48M	2	2.26%	Reduced
938	EULAV Asset Management Sarasota, Florida	$104M	-$9.42M	5	3.41%	Reduced
939	Burney Company Reston, Virginia	$104M	-$5.12M	10	6.74%	Reduced
940	Van Hulzen Asset Management El Dorado Hills, California	$104M	+$43.6M	8	15.62%	Increased
941	Albion Financial Group Salt Lake City, Utah	$104M	+$18.4M	9	12.25%	Increased
942	Laird Norton Wetherby Wealth Management San Francisco, California	$104M	+$2.32M	14	9.83%	Increased
943	Capital Wealth Planning Naples, Florida	$103M	+$18.2M	5	5.9%	Increased
944	FQ First Quadrant Glendale, California	$103M	-$9.27M	13	13.88%	Reduced
945	TD Private Client Wealth New York	$103M	+$13.1M	15	6.04%	Increased
946	Norris Perne & French Grand Rapids, Michigan	$103M	+$4.03M	7	12.56%	Increased
947	Reilly Financial Advisors La Mesa, California	$103M	+$2.46M	17	12.15%	Increased
948	PEAK6 Investments Chicago, Illinois	$103M	-$169M	15	0.36%	Reduced
949	O'Shares Investment Advisers Boston, Massachusetts	$103M	+$67.9M	9	12.87%	Increased
950	FA Friess Associates Greenville, Delaware	$102M	+$8.36M	3	9.56%	Increased