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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	Becker Capital Management Portland, Oregon	$123M	+$10.7M	6	5.53%	Increased
977	ETF Managers Group Summit, New Jersey	$123M	+$12.6M	19	2.18%	Increased
978	Brown Advisory Securities Baltimore, Maryland	$122M	-$3.41M	7	20.72%	Reduced
979	RWWM Inc Rocklin, California	$122M	+$5.39M	2	18.75%	Increased
980	WestEnd Advisors Charlotte, North Carolina	$121M	-$1.12M	3	4.85%	Reduced
981	Maple Capital Management Montpelier, Vermont	$121M	+$2.67M	5	17.87%	Increased
982	Onex Canada Asset Management Toronto, Ontario, Canada	$121M	-$12.8M	5	5.42%	Reduced
983	SAI Systematic Alpha Investments Princeton, New Jersey	$120M	+$14.6M	6	7.72%	Increased
984	Laird Norton Wetherby Wealth Management San Francisco, California	$120M	-$15.7M	15	9.16%	Reduced
985	World Asset Management Detroit, Michigan	$120M	-$7.66M	14	10.76%	Reduced
986	APEIRON Capital Ltd Hong Kong	$120M	+$18.8M	3	51.61%	Increased
987	Richard Bernstein Advisors New York	$120M	-$7.76M	7	2.74%	Reduced
988	Burney Company Reston, Virginia	$120M	+$1.92M	10	5.91%	Increased
989	Alta Park Capital San Francisco, California	$119M	+$35.9M	3	12.31%	Increased
990	Picton Mahoney Asset Management Toronto, Ontario, Canada	$119M	-$20.4M	4	5.7%	Reduced
991	CC Cornerstone Capital Palo Alto, California	$119M	-$2.65M	4	14.42%	Reduced
992	Amica Mutual Insurance Providence, Rhode Island	$119M	-$10.6M	3	13.58%	Reduced
993	CDH Charles D. Hyman	$119M	+$3.81M	7	8.72%	Increased
994	Capital Investment Services of America Milwaukee, Wisconsin	$119M	-$950K	5	12.26%	Reduced
995	Lowe Brockenbrough & Co Richmond, Virginia	$119M	+$3.91M	6	11.56%	Increased
996	Destination Wealth Management Walnut Creek, California	$119M	+$1.33M	7	4.91%	Increased
997	Select Equity Group New York	$119M	+$41.8M	3	0.43%	Increased
998	Ithaka Group Arlington, Virginia	$119M	-$48.9M	3	16.08%	Reduced
999	TD Private Client Wealth New York	$119M	+$1.66M	15	5.54%	Increased
1000	E Fund Management (HK) Central, Hong Kong	$119M	-$499K	3	38.19%	Reduced