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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	Nichols & Pratt Advisers Boston, Massachusetts	$259M	-$394K	5	16.34%	Reduced
952	GAM Holding Zurich, Switzerland	$258M	+$38.2M	7	15.92%	Increased
953	Engineers Gate Manager New York	$257M	-$10M	25	2.95%	Reduced
954	Glenview Capital Management New York	$257M	+$55.3M	2	5.72%	Increased
955	Armistice Capital New York	$256M	+$52.4M	8	3.8%	Increased
956	Weitz Investment Management Omaha, Nebraska	$256M	-$14M	4	13.87%	Reduced
957	Cincinnati Financial Corp Fairfield, Ohio	$254M	$0	1	5.04%	Maintained
958	Intermede Investment Partners London, United Kingdom	$254M	-$121M	2	10.45%	Reduced
959	Thomasville National Bank Thomasville, Georgia	$254M	+$468K	6	16%	Increased
960	Meridian Wealth Management Lexington, Kentucky	$254M	-$2.52M	11	9.72%	Reduced
961	Destination Wealth Management Walnut Creek, California	$253M	+$2.55M	7	6.96%	Increased
962	Arkadios Wealth Advisors Atlanta, Georgia	$252M	+$26.5M	14	6.04%	Increased
963	Auto-Owners Insurance Lansing, Michigan	$252M	-$24.7M	4	6.5%	Reduced
964	MUFG Securities Americas New York	$252M	+$44.2M	9	16.23%	Increased
965	YCG LLC Austin, Texas	$251M	+$4.01M	3	18.87%	Increased
966	GC Gobi Capital San Francisco, California	$250M	+$8.68M	1	12.16%	Increased
967	RIM Rovida Investment Management Grand Cayman, Cayman Islands	$250M	+$34.1M	2	28.32%	Increased
968	FAB First American Bank Dundee, Illinois	$250M	+$2.29M	5	15.69%	Increased
969	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$250M	-$7.61M	13	16.48%	Reduced
970	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$249M	-$85.2M	6	11.25%	Reduced
971	Mar Vista Investment Partners Los Angeles, California	$249M	-$29.7M	5	21.68%	Reduced
972	PointState Capital New York	$247M	+$53.3M	2	3.69%	Increased
973	Tower Research Capital (TRC) New York	$247M	-$86.5M	42	6.81%	Reduced
974	Talbot Financial Bellevue, Washington	$247M	+$6.38M	6	20.9%	Increased
975	Eagle Global Advisors Houston, Texas	$247M	-$14.9M	8	9.46%	Reduced