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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	SPC Stony Point Capital New York	$220M	-$1.56M	4	17.66%	Reduced
977	BCV Asset Management Winnipeg,	$219M	+$6.21M	5	7.55%	Increased
978	ET Equitable Trust Nashville, Tennessee	$219M	-$1.65M	10	10.12%	Reduced
979	Lyell Wealth Management Menlo Park, California	$218M	+$54.2M	8	16.03%	Increased
980	Hamilton Capital Partners (Canada) Toronto,	$217M	+$38.8M	4	7.29%	Increased
981	Tower Research Capital (TRC) New York	$216M	-$228M	42	5.62%	Reduced
982	Hosking Partners London, United Kingdom	$216M	-$24.9M	2	7.74%	Reduced
983	Exencial Wealth Advisors Oklahoma City, Oklahoma	$215M	-$2.21M	10	6.69%	Reduced
984	Night Owl Capital Management Greenwich, Connecticut	$214M	+$1.54M	4	24.93%	Increased
985	Vaughan David Investments Peoria, Illinois	$213M	-$34.1M	6	4.51%	Reduced
986	Moors & Cabot Boston, Massachusetts	$213M	-$3.73M	13	9.1%	Reduced
987	Meeder Asset Management Dublin, Ohio	$212M	-$22.9M	13	12.17%	Reduced
988	Westpac Banking Corp Sydney, Australia	$212M	-$19.5M	11	14.73%	Reduced
989	GAMMA Investing Foster City, California	$212M	+$13.5M	32	9.88%	Increased
990	Weitz Investment Management Omaha, Nebraska	$211M	+$740K	4	14.72%	Increased
991	VestGen Advisors Inverness, Illinois	$210M	+$23.8M	17	5.6%	Increased
992	Ninety One North America New York	$210M	-$20.4M	3	9.43%	Reduced
993	D.J. St. Germain Springfield, Massachusetts	$210M	-$3.24M	13	8.3%	Reduced
994	Adell Harriman & Carpenter Houston, Texas	$210M	-$749K	6	12.8%	Reduced
995	LMCG Investments Boston, Massachusetts	$210M	-$19.1M	6	12.48%	Reduced
996	Global X Japan Chiyoda-Ku, Tokyo, Japan	$209M	+$25.6M	10	10.74%	Increased
997	Academy Capital Management Waco, Texas	$208M	-$7.91M	5	29.76%	Reduced
998	LMR Partners London, United Kingdom	$208M	-$163M	16	0.46%	Reduced
999	Sound Shore Management Greenwich, Connecticut	$207M	+$74.5M	3	6.93%	Increased
1000	BlueSpruce Investments Chicago, Illinois	$207M	-$1.07B	3	32.73%	Reduced