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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	Baldwin Wealth Partners Marion, Massachusetts	$128M	+$754K	15	16.04%	Increased
927	Caledonia Investments plc (UK) London England, United Kingdom	$127M	$0	2	25.74%	Maintained
928	Equitable Trust Nashville, Tennessee	$127M	-$4.47M	8	9.46%	Reduced
929	HP Hound Partners New York	$127M	+$39.2M	3	8.06%	Increased
930	Reynders McVeigh Capital Management Boston, Massachusetts	$127M	+$1.19M	8	8.68%	Increased
931	Albion Financial Group Salt Lake City, Utah	$127M	+$2.51M	16	12.45%	Increased
932	E.S. Barr & Co Lexington, Kentucky	$127M	-$721K	4	11.02%	Reduced
933	Cetera Advisors Denver, Colorado	$127M	+$4.92M	12	4.06%	Increased
934	Neville Rodie & Shaw New York	$126M	-$4.62M	7	10.95%	Reduced
935	KPCB XV Associates Menlo Park, California	$126M	+$117M	1	54.29%	New
936	YHB Investment Advisors West Hartford, Connecticut	$126M	-$941K	7	11.95%	Reduced
937	Twin Capital Management Mcmurray, Pennsylvania	$125M	-$6.04M	8	11.41%	Reduced
938	Cookson Peirce & Co Pittsburgh, Pennsylvania	$125M	-$23.7M	4	8.51%	Reduced
939	Onex Canada Asset Management Toronto, Ontario, Canada	$124M	+$11.5M	5	8.51%	Increased
940	Parallel Advisors San Francisco, California	$124M	-$12M	26	6.73%	Reduced
941	Stock Yards Bank & Trust Louisville, Kentucky	$124M	+$722K	6	8.98%	Increased
942	Reilly Financial Advisors La Mesa, California	$124M	+$2.78M	18	11.61%	Increased
943	Empire Life Investments Toronto, Ontario, Canada	$124M	-$6.6M	4	8.73%	Reduced
944	Amica Mutual Insurance Providence, Rhode Island	$123M	-$4.74M	3	13.5%	Reduced
945	Trust Company of Vermont Brattleboro, Vermont	$123M	-$504K	10	9.8%	Reduced
946	Roffman Miller Associates Philadelphia, Pennsylvania	$123M	+$467M	5	10.65%	Increased
947	Silvant Capital Management Atlanta, Georgia	$123M	-$1.07M	10	21%	Reduced
948	Steadview Capital Management London, United Kingdom	$123M	+$115M	2	16.88%	New
949	Delta Asset Management Memphis, Tennessee	$123M	-$673K	12	13.59%	Reduced
950	Montag & Associates Atlanta, Georgia	$122M	-$279K	16	7.52%	Reduced