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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
1026	Cambiar Investors Denver, Colorado	$106M	+$12M	2	4.56%	Increased
1027	Morningstar Investment Management Chicago, Illinois	$106M	+$10M	5	15.55%	Increased
1028	Sonora Investment Management Group Tucson, Arizona	$105M	+$2.81M	6	9.18%	Increased
1029	Mission Wealth Management Santa Barbara, California	$105M	+$13.3M	11	4.41%	Increased
1030	Cobblestone Capital Advisors Rochester, New York	$105M	+$167K	8	7.83%	Increased
1031	EARNEST Partners Atlanta, Georgia	$105M	+$3.47M	16	0.61%	Increased
1032	Desjardins Global Asset Management Montreal, Quebec, Canada	$105M	+$33.9M	14	13.22%	Increased
1033	MAM Mastrapasqua Asset Management Nashville, Tennessee	$105M	+$5.2M	7	12.88%	Increased
1034	Fulton Breakefield Broenniman Bethesda, Maryland	$104M	+$1.16M	6	8.95%	Increased
1035	MTC McDaniel Terry & Co Austin, Texas	$104M	+$519K	5	11.33%	Increased
1036	Suncoast Equity Management Tampa, Florida	$104M	-$128K	4	17.42%	Reduced
1037	Montag & Associates Atlanta, Georgia	$103M	-$1.67M	17	6.75%	Reduced
1038	MC Montag & Caldwell Atlanta, Georgia	$103M	-$1.16M	5	13.85%	Reduced
1039	BFO Boston Family Office Boston, Massachusetts	$103M	-$656K	6	8.24%	Reduced
1040	Diversified Trust Memphis, Tennessee	$103M	+$7.25M	15	4%	Increased
1041	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$103M	-$54.8M	17	2.27%	Reduced
1042	Levin Capital Strategies New York	$103M	+$6.47M	6	12.72%	Increased
1043	Van Hulzen Asset Management El Dorado Hills, California	$102M	+$20.1M	8	9.63%	Increased
1044	Fernbridge Capital Management Los Angeles, California	$102M	-$14.7M	3	11.52%	Reduced
1045	HM HCEP Management Hong Kong	$102M	$0	1	20.22%	Maintained
1046	Renaissance Group Covington, Kentucky	$102M	-$14.7M	7	4.68%	Reduced
1047	Tudor Investment Corp Stamford, Connecticut	$102M	+$637K	19	1.58%	Increased
1048	VSAM Value Star Asset Management Hong Kong	$102M	+$92.6M	3	39.91%	New
1049	CCM Candlestick Capital Management Greenwich, Connecticut	$102M	+$71.9M	2	2.58%	Increased
1050	Exchange Traded Concepts Oklahoma City, Oklahoma	$102M	-$7.63M	19	2.79%	Reduced