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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	Teewinot Capital Advisers New York	$210M	+$41.4M	4	20.73%	Increased
927	Empowered Funds Havertown, Pennsylvania	$210M	+$11.8M	18	3.63%	Increased
928	First Horizon Advisors Memphis, Tennessee	$209M	+$1.7M	22	6.36%	Increased
929	Insight Holdings Group New York	$208M	+$7.85M	4	7.22%	Increased
930	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$208M	+$5.88M	10	8.42%	Increased
931	Thomasville National Bank Thomasville, Georgia	$208M	+$712K	6	16.64%	Increased
932	SignatureFD Atlanta, Georgia	$207M	+$13.6M	26	4.21%	Increased
933	Great Valley Advisor Group Wilmington, Delaware	$207M	+$604K	8	5.8%	Increased
934	Causeway Capital Management Los Angeles, California	$207M	-$55.1M	4	5.64%	Reduced
935	Windward Capital Management Los Angeles, California	$205M	-$5.4M	5	17.26%	Reduced
936	Twin Tree Management Dallas, Texas	$205M	+$14.7M	9	0.46%	Increased
937	Prospera Financial Services Dallas, Texas	$204M	+$22.8M	13	5.68%	Increased
938	ACR Alpine Capital Research St. Louis, Missouri	$204M	-$2.42M	1	6.3%	Reduced
939	Signature Estate & Investment Advisors Los Angeles, California	$204M	+$14.5M	8	5.1%	Increased
940	Lockheed Martin Investment Management Bethesda, Maryland	$204M	+$53.4M	5	11.79%	Increased
941	Ironvine Capital Partners Omaha, Nebraska	$204M	-$3.7M	4	22.29%	Reduced
942	Sigma Planning Corp Ann Arbor, Michigan	$203M	-$9.9M	12	6.43%	Reduced
943	Standard Investments New York	$203M	-$123M	1	11.35%	Reduced
944	Oslo Pensjonsforsikring Oslo,	$202M	+$4.8M	9	25.97%	Increased
945	FAB First American Bank Dundee, Illinois	$202M	+$699K	5	15.09%	Increased
946	Academy Capital Management Waco, Texas	$201M	-$434K	5	36.31%	Reduced
947	Mane Global Capital Management New York	$201M	+$69.7M	3	13.73%	Increased
948	Natixis Investment Managers International Paris, France	$201M	-$34M	7	14.96%	Reduced
949	Westpac Banking Corp Sydney, Australia	$199M	-$38.7M	13	15.8%	Reduced
950	CC Criteria Caixa Barcelona, Spain	$198M	-$57.2M	3	26.24%	Reduced