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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	RIG Roosevelt Investment Group New York	$122M	-$21M	5	8.73%	Reduced
927	Bristlecone Advisors Bellevue, Washington	$121M	+$5.36M	6	14.97%	Increased
928	Moody Lynn & Lieberson Boston, Massachusetts	$121M	+$1.05B	6	10.91%	Increased
929	Vancity Investment Management Vancouver, British Columbia, Canada	$121M	+$6.12M	5	17.21%	Increased
930	YHB Investment Advisors West Hartford, Connecticut	$121M	-$505K	6	12.71%	Reduced
931	CSNH Crow's Nest Holdings Richmond, Virginia	$120M	+$39.8M	3	43.06%	Increased
932	Quest Investment Management Lake Oswego, Oregon	$120M	-$10.2M	5	14.18%	Reduced
933	Oak Ridge Investments Chicago, Illinois	$120M	-$3.71M	5	17.49%	Reduced
934	Thornburg Investment Management Santa Fe, New Mexico	$120M	+$11.5M	4	1.83%	Increased
935	Corient Capital Partners Newport Beach, California	$119M	-$1.36M	16	9.05%	Reduced
936	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$119M	+$5.42M	3	1.27%	Increased
937	FAB First American Bank Dundee, Illinois	$119M	+$27.5K	5	12.14%	Increased
938	Wilkinson Global Asset Management New York	$119M	-$5.56M	6	10.12%	Reduced
939	Giverny Capital Montreal, Quebec, Canada	$119M	+$6.17M	4	7.82%	Increased
940	TI Truxt Investmentos Rio De Janeiro, Brazil	$119M	+$32.8M	4	30.83%	Increased
941	North Star Asset Management Neenah, Wisconsin	$118M	+$3.18M	8	7.77%	Increased
942	MC Montag & Caldwell Atlanta, Georgia	$118M	-$7.34M	5	17.07%	Reduced
943	ZP Zimmer Partners New York	$117M	+$15.2M	4	2.45%	Increased
944	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$117M	-$350K	4	11.99%	Reduced
945	Dowling & Yahnke San Diego, California	$117M	+$3.17M	8	5.52%	Increased
946	Capital Investment Advisors Atlanta, Georgia	$117M	+$2.1M	9	3.89%	Increased
947	Albion Financial Group Salt Lake City, Utah	$117M	+$5.25M	17	11.61%	Increased
948	Gradient Investments Arden Hills, Minnesota	$117M	+$25.5M	20	3.42%	Increased
949	Kingsview Wealth Management Grants Pass, Oregon	$117M	-$18.9M	11	5.6%	Reduced
950	Academy Capital Management Waco, Texas	$117M	+$434K	5	22.18%	Increased