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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
951	Strategic Vision Investment Hong Kong	$81.2M	+$72.3M	3	15.27%	Increased
952	Parker Investment Management Menlo Park, California	$81.2M	+$45.1M	5	28.77%	Increased
953	CA Cullinan Associates Louisville, Kentucky	$81.1M	-$6.06M	6	6.63%	Reduced
954	Clough Capital Partners Boston, Massachusetts	$81M	+$30.5M	4	8.05%	Increased
955	Becker Capital Management Portland, Oregon	$80.9M	-$18.7M	6	4.92%	Reduced
956	Armor Advisors New York	$80.6M	+$46.3M	3	26.71%	Increased
957	B. Riley Wealth Advisors Boca Raton, Florida	$80.5M	+$20.1M	9	6.87%	Increased
958	Meiji Yasuda Asset Management Tokyo, Japan	$80.4M	-$31.2M	9	15.19%	Reduced
959	Reilly Financial Advisors La Mesa, California	$80M	+$12.6M	16	11.56%	Increased
960	Ironvine Capital Partners Omaha, Nebraska	$79.9M	-$16.4M	4	12.49%	Reduced
961	Alpha Wave Global New York	$79.8M	+$32.6M	3	8.73%	Increased
962	WM Wishbone Management Chicago, Illinois	$79.6M	-$36.1M	2	23.89%	Reduced
963	Nichols & Pratt Advisers Boston, Massachusetts	$79.6M	+$2.04M	5	7.97%	Increased
964	SPX Gestao de Recursos Rio De Janeiro, Brazil	$79.2M	+$83M	2	14.22%	New
965	Reynders McVeigh Capital Management Boston, Massachusetts	$79.1M	+$2.25M	8	9.01%	Increased
966	Indus Capital Partners New York	$79M	-$8.66M	1	13.37%	Reduced
967	Alerus Financial Grand Forks, North Dakota	$78.9M	+$1.05M	5	10.91%	Increased
968	Laird Norton Wetherby Wealth Management San Francisco, California	$78.8M	+$3.12M	12	8.85%	Increased
969	North Star Asset Management Neenah, Wisconsin	$78.4M	-$9.28M	9	7.56%	Reduced
970	Vestcor Inc Fredericton, New Brunswick, Canada	$78.4M	+$11.6M	12	4.42%	Increased
971	Norris Perne & French Grand Rapids, Michigan	$78.3M	+$867K	4	11.74%	Increased
972	Brown Advisory Securities Baltimore, Maryland	$78.2M	+$18M	7	20.05%	Increased
973	Capital Investment Services of America Milwaukee, Wisconsin	$78.1M	+$1.49M	5	12.54%	Increased
974	JC JBF Capital Aspen, Colorado	$78M	+$15.7M	3	14.91%	Increased
975	AG Artal Group Luxembourg	$77.8M	-$10.4M	1	3.29%	Reduced