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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	GW Henssler & Associates Kennesaw, Georgia	$81.4M	+$9.6M	7	6.09%	Increased
1102	Ledyard National Bank	$81.2M	+$63.1K	7	10.56%	Increased
1103	Cary Street Partners Investment Advisory Richmond, Virginia	$81.1M	+$6.59M	8	6.68%	Increased
1104	Lockheed Martin Investment Management Bethesda, Maryland	$81.1M	+$21.5M	4	6.53%	Increased
1105	Nine Masts Capital Central, Hong Kong	$81.1M	+$29.7M	2	31.4%	Increased
1106	Carret Asset Management New York	$81M	-$374K	9	12.08%	Reduced
1107	SCS Capital Management Boston, Massachusetts	$80.9M	+$3.19M	4	2.39%	Increased
1108	Genesis Investment Management London, United Kingdom	$80.6M	-$18.4M	2	9.23%	Reduced
1109	Prospera Financial Services Dallas, Texas	$80.3M	-$3.64M	10	4.19%	Reduced
1110	Diversified Trust Memphis, Tennessee	$80.1M	+$2.32M	12	3.63%	Increased
1111	Iron Gate Global Advisors Nsl, Utah	$80M	+$4.83M	4	22.39%	Increased
1112	Knights of Columbus Asset Advisors New Haven, Connecticut	$79.8M	+$5.63M	5	8.14%	Increased
1113	Cullen Capital Management New York	$79.8M	+$249K	3	0.85%	Increased
1114	Verus Capital Partners Scottsdale, Arizona	$79.7M	+$46.5M	6	15.01%	Increased
1115	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$79.6M	+$87.3M	11	1.36%	New
1116	Mission Wealth Management Santa Barbara, California	$79.6M	+$7.95M	10	4.21%	Increased
1117	Parsifal Capital Management Greenwich, Connecticut	$79.5M	+$2.53M	1	4.52%	Increased
1118	Moneta Group Investment Advisors St Louis, Missouri	$79.5M	-$10.8M	8	3.03%	Reduced
1119	Thornburg Investment Management Santa Fe, New Mexico	$79.3M	-$21.6M	4	1.4%	Reduced
1120	Baltimore-Washington Financial Advisors Columbia, Maryland	$78.9M	+$283K	4	6.63%	Increased
1121	Waters Parkerson & Co New Orleans, Louisiana	$78.8M	-$752K	6	5.28%	Reduced
1122	Woodstock Corp Boston, Massachusetts	$78.8M	-$461K	9	11.73%	Reduced
1123	HCM Harspring Capital Management New York	$78.8M	-$3.79M	2	18.84%	Reduced
1124	Te Ahumairangi Investment Management Wellington, New Zealand	$78.7M	-$4.4M	7	13.35%	Reduced
1125	SCI S&CO Inc Boston, Massachusetts	$78.7M	+$3.01M	7	7.09%	Increased