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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
976	RIM Rampart Investment Management Hartford, Connecticut	$62.1M	+$40.1M	10	5.94%	Increased
977	EARNEST Partners Atlanta, Georgia	$61.9M	+$1.99M	13	0.59%	Increased
978	Dowling & Yahnke San Diego, California	$61.8M	-$1.09M	8	5.79%	Reduced
979	ECAM East Coast Asset Management Essex, Massachusetts	$61.6M	-$4.86M	5	17.54%	Reduced
980	Mark Asset Management New York	$61.4M	-$8.3M	4	16.47%	Reduced
981	North Star Asset Management Neenah, Wisconsin	$61.3M	-$3.38K	8	5.51%	Reduced
982	Quest Investment Management Lake Oswego, Oregon	$61.2M	-$10M	5	9.38%	Reduced
983	AG Aravt Global New York	$61.2M	-$41.6M	1	6.31%	Reduced
984	TCM Tekne Capital Management New York	$61M	-$91.1M	2	16.36%	Reduced
985	KAS Kemnay Advisory Services New York	$61M	-$1.82M	6	26.31%	Reduced
986	DP DSAM Partners London, United Kingdom	$60.9M	-$2.17M	4	10.33%	Reduced
987	Osborne Partners Capital Management San Francisco, California	$60.6M	+$607K	7	8.35%	Increased
988	Graticule Asia Macro Advisors New York	$60.4M	-$7.13M	6	6.52%	Reduced
989	MC MIG Capital Newport Beach, California	$60.4M	-$3.88M	3	9.21%	Reduced
990	KCM Kingstown Capital Management New York	$60.3M	-$58.9M	1	8.96%	Reduced
991	E.S. Barr & Co Lexington, Kentucky	$60.3M	-$1.16M	4	6.33%	Reduced
992	Adell Harriman & Carpenter Houston, Texas	$60.1M	-$992K	6	12.47%	Reduced
993	CC ClearArc Capital Cincinnati, Ohio	$60.1M	-$266K	10	9.07%	Reduced
994	MCM Marcato Capital Management San Francisco, California	$59.9M	-$5.97M	1	9.49%	Reduced
995	UONDDL University of Notre Dame du Lac South Bend, Indiana	$59.8M	+$15.3M	4	11.13%	Increased
996	Roffman Miller Associates Philadelphia, Pennsylvania	$59.6M	+$28.7K	3	7.56%	Increased
997	Private Advisor Group Morristown, New Jersey	$59.5M	-$15.5M	9	2.33%	Reduced
998	SouthState Corp Winter Haven, Florida	$59.5M	+$973K	7	6.85%	Increased
999	TAM Tyers Asset Management Austin, Texas	$59.4M	+$4.78M	6	2.08%	Increased
1000	Sabal Trust St. Petersburg, Florida	$59.2M	+$2.56M	7	5.66%	Increased