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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	Giverny Capital Montreal, Quebec, Canada	$98.4M	+$214K	4	6.08%	Increased
977	Philadelphia Trust Company Philadelphia, Pennsylvania	$97.9M	-$8.08M	6	10.48%	Reduced
978	Taurus Asset Management New York	$97.9M	-$1.46M	4	12.43%	Reduced
979	Southeastern Asset Management Memphis, Tennessee	$97.5M	-$37.9M	1	3.42%	Reduced
980	Donaldson Capital Management Evansville, Indiana	$97.2M	-$559K	6	4.74%	Reduced
981	Parthenon LLC Louisville, Kentucky	$97.2M	-$388K	6	15.94%	Reduced
982	Exchange Traded Concepts Oklahoma City, Oklahoma	$97.2M	+$16.8M	18	2.78%	Increased
983	Traynor Capital Management Malvern, Pennsylvania	$96.7M	-$6.2M	5	13.64%	Reduced
984	Capital Investment Services of America Milwaukee, Wisconsin	$96.7M	-$1.15M	5	12.83%	Reduced
985	Baker Avenue Asset Management San Francisco, California	$96.6M	+$2.43M	24	5.78%	Increased
986	Unigestion Holding Geneva, Switzerland	$96.6M	+$14.1M	9	5.12%	Increased
987	Jefferies Financial Group New York	$96.6M	+$97.8M	17	0.67%	New
988	ET Equitable Trust Nashville, Tennessee	$96.4M	-$26.2M	7	7.59%	Reduced
989	PCM Palouse Capital Management Spokane, Washington	$96.3M	-$2.95M	6	6.66%	Reduced
990	Lowe Brockenbrough & Co Richmond, Virginia	$96.3M	+$183K	6	8.38%	Increased
991	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$96.2M	-$227M	2	5.21%	Reduced
992	Parsons Capital Management Providence, Rhode Island	$96.2M	+$847K	10	8.05%	Increased
993	TIM Tikehau Investment Management Paris, France	$96.1M	$0	3	29.1%	Maintained
994	Spire Wealth Management Mclean, Virginia	$95.5M	-$4.39M	24	5.37%	Reduced
995	Wolverine Asset Management Chicago, Illinois	$95.4M	-$32.4M	12	0.99%	Reduced
996	CC Cornerstone Capital Palo Alto, California	$94.5M	+$1.86M	3	12.11%	Increased
997	Compass Capital Management Minneapolis, Minnesota	$94.5M	+$3.61M	2	7.75%	Increased
998	Aaron Wealth Advisors Chicago, Illinois	$94.4M	+$1.56M	7	13.79%	Increased
999	Park Avenue Securities New York	$94.2M	+$2.26M	14	1.67%	Increased
1000	Quantinno Capital Management New York	$94M	+$33.8M	13	7.01%	Increased