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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
1151	Venture Visionary Partners Sylvania, Ohio	$89.7M	+$10.8M	8	7.48%	Increased
1152	McDaniel Terry & Co Austin, Texas	$89.3M	+$237K	5	10.93%	Increased
1153	Galvin Gaustad & Stein Scottsdale, Arizona	$89.3M	-$4.1M	7	8.98%	Reduced
1154	Donor Advised Charitable Giving San Francisco, California	$89.2M	+$23.3M	5	9.17%	Increased
1155	Cullen Capital Management New York	$89M	+$63.5M	3	0.96%	Increased
1156	Gates Foundation Trust Kirkland, Washington	$88.9M	-$98.5M	2	0.42%	Reduced
1157	River Road Asset Management Louisville, Kentucky	$88.5M	+$9.09M	3	1.07%	Increased
1158	Fulton Breakefield Broenniman Bethesda, Maryland	$88.3M	+$13.6M	6	8.16%	Increased
1159	Bowie Capital Management Richardson, Texas	$87.8M	+$10.6M	3	11.87%	Increased
1160	Gradient Investments Arden Hills, Minnesota	$87.6M	+$26.2M	17	2.85%	Increased
1161	Elite Wealth Management Kirkland, Washington	$87.2M	+$985K	6	11.17%	Increased
1162	Think Investments San Francisco, California	$87.2M	-$20.7M	3	14.81%	Reduced
1163	Capital International Sarl Los Angeles, California	$87.1M	+$4.68M	7	8.31%	Increased
1164	Claar Advisors New York	$87.1M	-$2.37M	4	30.31%	Reduced
1165	Horiko Capital Management New York	$87M	+$12M	4	39.29%	Increased
1166	First Citizens Bank & Trust Raleigh, North Carolina	$87M	-$1.41M	6	4.1%	Reduced
1167	Diversified Trust Memphis, Tennessee	$86.9M	+$4.44M	9	3.35%	Increased
1168	Waters Parkerson & Co New Orleans, Louisiana	$86.8M	-$5.59M	6	5.35%	Reduced
1169	Pentwater Capital Management Naples, Florida	$86.6M	+$90.2M	4	0.83%	Increased
1170	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$86M	$0	10	12.23%	Maintained
1171	HughesLittle Investment Management Vancouver,	$85.8M	+$30.5M	2	22.17%	Increased
1172	Appleton Partners Boston, Massachusetts	$85.8M	+$1.12M	7	7.98%	Increased
1173	First Horizon Advisors Memphis, Tennessee	$85.5M	+$3.38M	20	4.94%	Increased
1174	Strategy Capital Los Altos, California	$85.5M	-$1.17M	1	11.62%	Reduced
1175	Patten & Patten Chattanooga, Tennessee	$85.4M	+$348K	7	6.99%	Increased