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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	Charles-Lim Capital Central, Hong Kong	$93M	-$81.3M	1	13.39%	Reduced
1102	GA GuoLine Advisory Singapore	$93M	+$83.7M	2	26.11%	New
1103	Dearborn Partners Chicago, Illinois	$92.8M	+$1.13M	8	3.65%	Increased
1104	Chan Zuckerberg Initiative Redwood City, California	$92.2M	+$27.9M	1	29.75%	Increased
1105	Fortis Capital Management Bellevue, Washington	$92.1M	+$62.7M	3	37.24%	Increased
1106	Suvretta Capital Management New York	$91.8M	+$54.8M	2	3.88%	Increased
1107	Level Four Advisory Services Dallas, Texas	$91.8M	+$4.04M	10	6.02%	Increased
1108	RNC Capital Management Los Angeles, California	$91.7M	-$1.05M	6	5.17%	Reduced
1109	Hikari Tsushin Inc Tokyo, Japan	$91.7M	+$884K	3	9.58%	Increased
1110	Twin Capital Management Mcmurray, Pennsylvania	$91.5M	-$9.03M	9	12.51%	Reduced
1111	Sumitomo Mitsui Financial Group Tokyo, Japan	$91.4M	+$17.3M	8	2.86%	Increased
1112	CSM Advisors Warrendale, Pennsylvania	$91.3M	+$1.09M	6	7.89%	Increased
1113	SCI S&CO Inc Boston, Massachusetts	$91.3M	+$3.66M	7	7.75%	Increased
1114	Vigilant Capital Management Portland, Maine	$91M	+$12.3M	11	7.39%	Increased
1115	Cortland Associates St Louis, Missouri	$91M	-$1.42M	5	14.48%	Reduced
1116	Bristol Gate Capital Partners Toronto, Ontario, Canada	$90.4M	+$724K	1	4.9%	Increased
1117	Dundas Partners Edinburgh, United Kingdom	$90.4M	+$703K	3	9.45%	Increased
1118	Stonebridge Capital Advisors St Paul, Minnesota	$90.3M	+$2.37M	15	10.31%	Increased
1119	Verus Capital Partners Scottsdale, Arizona	$90.1M	+$5.22M	6	14.09%	Increased
1120	Harvest Portfolios Group Oakville, Ontario, Canada	$90.1M	+$8.07M	6	4.42%	Increased
1121	GW Henssler & Associates Kennesaw, Georgia	$89.9M	+$4.36M	7	5.97%	Increased
1122	PEAK6 Investments Chicago, Illinois	$89.6M	+$42.7M	16	0.43%	Increased
1123	TD Private Client Wealth New York	$89.4M	-$4.26M	18	4.01%	Reduced
1124	Moneta Group Investment Advisors St Louis, Missouri	$89.2M	+$5.69M	9	2.14%	Increased
1125	Colonial Trust Advisors Spartanburg, South Carolina	$89.1M	-$523K	19	10.47%	Reduced