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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
1101	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$114M	+$4.21M	7	3.47%	Increased
1102	Venture Visionary Partners Sylvania, Ohio	$113M	+$1.38M	7	7.56%	Increased
1103	Beacon Investment Advisory Services Morristown, New Jersey	$113M	+$1.48M	9	4.82%	Increased
1104	Shapiro Capital Management Atlanta, Georgia	$113M	+$109M	3	2.37%	Increased
1105	Ledyard National Bank	$113M	-$1.53M	7	11.29%	Reduced
1106	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$113M	+$39M	1	0.26%	Increased
1107	HIM HughesLittle Investment Management Vancouver,	$113M	-$2.25M	2	25.72%	Reduced
1108	TM Tikvah Management Charlotte, North Carolina	$113M	$0	3	36%	Maintained
1109	Parsifal Capital Management Greenwich, Connecticut	$112M	+$5.2M	1	6.88%	Increased
1110	Kanawha Capital Management Richmond, Virginia	$112M	+$1.09M	7	9.86%	Increased
1111	Verition Fund Management Greenwich, Connecticut	$112M	-$428M	17	1.35%	Reduced
1112	SCM Steadview Capital Management London, United Kingdom	$112M	+$3.68M	2	15.85%	Increased
1113	HSC Harbor Spring Capital New York	$111M	+$3.47M	3	17.85%	Increased
1114	Tremblant Capital Group West Palm Beach, Florida	$111M	+$29.8M	1	3.96%	Increased
1115	B. Riley Wealth Management Memphis, Tennessee	$111M	-$5.02M	12	8.54%	Reduced
1116	Apollon Wealth Management Mount Pleasant, South Carolina	$111M	+$31.1M	11	7.87%	Increased
1117	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$111M	-$409K	9	13.88%	Reduced
1118	Rockland Trust Hanover, Massachusetts	$111M	+$6.13M	6	7.03%	Increased
1119	SignatureFD Atlanta, Georgia	$110M	+$4.54M	32	3.32%	Increased
1120	Sheaff Brock Investment Advisors Indianapolis, Indiana	$110M	+$9.24M	10	7.65%	Increased
1121	ARS Investment Partners New York	$110M	+$210K	7	10.57%	Increased
1122	Wesleyan Assurance Society Birmingham, United Kingdom	$109M	-$460K	3	13.33%	Reduced
1123	Woodstock Corp Boston, Massachusetts	$109M	-$8.7M	9	12.8%	Reduced
1124	Melqart Asset Management London, United Kingdom	$109M	+$62.6M	2	7.28%	Increased
1125	Baker Avenue Asset Management San Francisco, California	$109M	+$1.89M	6	5.57%	Increased