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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	AAM AO Asset Management New York	$153M	-$24.7M	6	14.84%	Reduced
977	Corient Capital Partners Newport Beach, California	$152M	+$971K	16	10.08%	Increased
978	Dowling & Yahnke San Diego, California	$152M	+$1.1M	8	7.3%	Increased
979	Moors & Cabot Boston, Massachusetts	$151M	+$289K	12	9.3%	Increased
980	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$151M	-$1.23M	4	12.26%	Reduced
981	Capital Investment Advisors Atlanta, Georgia	$151M	-$744K	10	4.6%	Reduced
982	North Star Asset Management Neenah, Wisconsin	$151M	+$219K	8	7.57%	Increased
983	Majedie Asset Management London, United Kingdom	$150M	+$10.1M	4	11.44%	Increased
984	APA American Portfolios Advisors Holbrook, New York	$150M	+$6.49M	33	5.06%	Increased
985	Capstone Investment Advisors New York	$150M	-$171M	12	0.25%	Reduced
986	Cortland Associates St Louis, Missouri	$150M	+$4.21M	5	15.59%	Increased
987	Varenne Capital Partners Paris, France	$150M	+$149M	1	22.24%	New
988	Snowden Capital Advisors New York	$150M	-$20.8M	29	7.64%	Reduced
989	Front Barnett Associates Chicago, Illinois	$149M	-$1.25M	4	14%	Reduced
990	Bank of the West Monterey Park, California	$149M	+$3.39M	7	14.14%	Increased
991	Amica Mutual Insurance Providence, Rhode Island	$149M	-$4.17M	3	12.61%	Reduced
992	HP Hound Partners New York	$149M	-$115M	2	8.39%	Reduced
993	SCM Somerset Capital Management London, United Kingdom	$149M	+$9.2M	1	17.41%	Increased
994	WCM Investment Management Laguna Beach, California	$149M	-$20.2M	3	0.33%	Reduced
995	JTC Employer Solutions Trustee St Helier, Jersey	$148M	+$6.27M	10	18.32%	Increased
996	Giverny Capital Montreal, Quebec, Canada	$148M	+$1.65M	5	7.9%	Increased
997	CA Cullinan Associates Louisville, Kentucky	$148M	-$14.2M	7	7.51%	Reduced
998	Baker Tilly Wealth Management Madison, Wisconsin	$148M	+$10.1M	11	15.83%	Increased
999	Capital Investment Services of America Milwaukee, Wisconsin	$147M	-$5.14M	5	13.31%	Reduced
1000	Todd Asset Management Louisville, Kentucky	$146M	-$38M	7	3.14%	Reduced