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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	Elite Wealth Management Kirkland, Washington	$191M	+$7.15M	5	24.79%	Increased
927	Optimus Prime Fund Management Grand Cayman, Cayman Islands	$190M	-$51.2M	4	21.73%	Reduced
928	Dock Street Asset Management Palm Beach, Florida	$190M	+$31.1M	5	22.44%	Increased
929	Savant Capital Rockford, Illinois	$190M	-$65.2M	12	1.61%	Reduced
930	Platinum Investment Management Sydney Australia 2000, Australia	$189M	-$4.63M	6	10.98%	Reduced
931	Cary Street Partners Richmond, Virginia	$189M	+$5.17M	11	5.99%	Increased
932	Smith Salley Wealth Management Greensboro, North Carolina	$188M	+$3.55M	6	12.35%	Increased
933	Great Valley Advisor Group Wilmington, Delaware	$188M	-$7.85M	10	4.05%	Reduced
934	Main Street Research Lakeville, Connecticut	$188M	+$5M	6	12.29%	Increased
935	Bristlecone Advisors Bellevue, Washington	$188M	-$1.9M	6	15.35%	Reduced
936	Fernbridge Capital Management Los Angeles, California	$188M	-$43.5M	2	10.42%	Reduced
937	Homestead Advisers Arlington, Virginia	$188M	-$11.4M	3	4.6%	Reduced
938	MA Mutual Advisors Omaha, Nebraska	$187M	+$4.78M	13	5.36%	Increased
939	YCG LLC Austin, Texas	$187M	-$6.44M	3	14.66%	Reduced
940	Suvretta Capital Management New York	$187M	+$49.2M	4	6.93%	Increased
941	Parallax Volatility Advisers San Francisco, California	$186M	+$60.4M	14	0.51%	Increased
942	Weitz Investment Management Omaha, Nebraska	$186M	+$11.2M	4	9.89%	Increased
943	Davidson Kempner Capital Management New York	$186M	-$206M	7	2.56%	Reduced
944	Maj Invest Holding A/S Copenhagen K, Denmark	$186M	-$12.6M	1	6.71%	Reduced
945	BDWCC B&D White Capital Company Lakeway, Texas	$185M	+$138M	3	27.35%	Increased
946	Todd Asset Management Louisville, Kentucky	$185M	-$7.32M	6	4.36%	Reduced
947	Himension Capital (Singapore) Singapore	$185M	+$47.6M	4	15.81%	Increased
948	Ironvine Capital Partners Omaha, Nebraska	$185M	-$6.55M	4	20.11%	Reduced
949	Annex Advisory Services Brookfield, Wisconsin	$185M	+$64.6M	7	5.25%	Increased
950	General American Investors New York	$184M	-$1.83M	3	13.43%	Reduced