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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	GTS Securities Miami, Florida	$215M	+$82.2M	11	7.34%	Increased
1102	Focused Investors Los Angeles, California	$215M	-$7.08M	2	6.85%	Reduced
1103	Steginsky Capital Port Washington, New York	$215M	-$2.34M	2	36.25%	Reduced
1104	Suvretta Capital Management New York	$215M	+$48M	3	4.41%	Increased
1105	Sherman Porfolios Coeur D'alene, Idaho	$214M	+$219M	6	14.61%	Increased
1106	Montag & Associates Atlanta, Georgia	$214M	-$8.44M	17	9.77%	Reduced
1107	Kintegral Advisory New York	$214M	-$5.74M	9	18.12%	Reduced
1108	Meiji Yasuda Asset Management Tokyo, Japan	$214M	-$6.97M	13	10.29%	Reduced
1109	AP Archon Partners Princeton Junction, New Jersey	$214M	-$2.84M	4	22.35%	Reduced
1110	Stonebridge Capital Advisors St Paul, Minnesota	$214M	-$10.2M	6	14.81%	Reduced
1111	BFO Boston Family Office Boston, Massachusetts	$213M	-$2.05M	6	13.47%	Reduced
1112	SCI S&CO Inc Boston, Massachusetts	$212M	+$2.2M	7	13.19%	Increased
1113	Soltis Investment Advisors St. George, Utah	$212M	+$23.2M	11	13.95%	Increased
1114	Hemenway Trust Hemenway Trust Salem, New Hampshire	$212M	-$4.45M	7	16.19%	Reduced
1115	Delta Asset Management Memphis, Tennessee	$211M	-$3.66M	11	18.13%	Reduced
1116	Hollencrest Capital Management Newport Beach, California	$210M	-$1.61M	21	7.24%	Reduced
1117	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$210M	+$21.3M	9	5.04%	Increased
1118	Kimelman & Baird New York	$210M	-$2.72M	8	16.13%	Reduced
1119	Sienna Gestion Paris, France	$210M	-$15.2M	7	12.46%	Reduced
1120	Avenir Corporation Alexandria, Virginia	$210M	-$4.75M	4	22.76%	Reduced
1121	Hamilton Capital Partners (Canada) Toronto,	$209M	+$9.32M	5	7.69%	Increased
1122	Washington Trust Advisors Wellesley, Massachusetts	$208M	-$2.77M	10	15.92%	Reduced
1123	Avity Investment Management Greenwich, Connecticut	$208M	-$2.4M	6	14.61%	Reduced
1124	GAMCO Investors Greenwich, Connecticut	$208M	+$287K	11	2%	Increased
1125	Baltimore-Washington Financial Advisors Columbia, Maryland	$207M	+$1.1M	6	8.62%	Increased