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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	MGO One Seven Beachwood, Ohio	$268M	+$57.7M	17	6.18%	Increased
927	First National Trust Hermitage, Pennsylvania	$267M	+$1.43M	7	9.15%	Increased
928	Exencial Wealth Advisors Oklahoma City, Oklahoma	$267M	-$798K	10	8.7%	Reduced
929	Focus Partners Advisor Solutions Saint Louis, Missouri	$267M	+$73.9M	16	3.02%	Increased
930	Senator Investment Group New York	$265M	+$23.5M	3	9.81%	Increased
931	DNCA Finance Paris, France	$265M	+$65.6M	5	18.17%	Increased
932	Point72 Europe London, United Kingdom	$265M	-$22.1M	13	12.98%	Reduced
933	Thornburg Investment Management Santa Fe, New Mexico	$265M	+$3.67M	6	3.46%	Increased
934	Freestone Grove Partners San Francisco, California	$265M	-$425M	5	1.98%	Reduced
935	MA Mutual Advisors Omaha, Nebraska	$264M	+$8.65M	14	5.81%	Increased
936	GMT Capital Atlanta, Georgia	$263M	-$100M	7	11.92%	Reduced
937	FI Focused Investors Los Angeles, California	$263M	-$141M	2	8.05%	Reduced
938	Cary Street Partners Richmond, Virginia	$262M	-$5.42M	10	6.8%	Reduced
939	Park National Corp Newark, Ohio	$262M	-$7.84M	6	8.19%	Reduced
940	LMCG Investments Boston, Massachusetts	$262M	-$9.22M	6	15.39%	Reduced
941	Lockheed Martin Investment Management Bethesda, Maryland	$262M	-$10.5M	6	9.64%	Reduced
942	CWA Asset Management Group Naples, Florida	$261M	+$2.17M	7	9.66%	Increased
943	Ardmore Road Asset Management New York	$261M	+$7.67M	9	16.83%	Increased
944	Summit Financial Parsippany, New Jersey	$260M	+$38M	9	3.97%	Increased
945	Dock Street Asset Management Palm Beach, Florida	$260M	-$5.61M	5	22.69%	Reduced
946	PCP Polunin Capital Partners London, United Kingdom	$260M	-$5.9M	1	38.2%	Reduced
947	Logan Capital Management Newtown Square, Pennsylvania	$260M	+$1.87M	7	10.96%	Increased
948	Ritholtz Wealth Management New York	$259M	+$17.9M	14	5.04%	Increased
949	Mill Capital Management Concord, North Carolina	$259M	-$6.32M	6	19.19%	Reduced
950	Rheos Capital Works Tokyo, Japan	$259M	+$57.2M	5	14.49%	Increased