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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	Diversified Trust Memphis, Tennessee	$102M	+$58.3K	12	3.65%	Increased
1152	SIM SW Investment Management Telluride, Colorado	$101M	$0	2	40.34%	Maintained
1153	IPGDR Investidor Profissional Gestao de Recursos Rio De Janeiro, Brazil	$101M	+$11.5M	3	14.81%	Increased
1154	Waters Parkerson & Co New Orleans, Louisiana	$101M	-$1.59M	6	5.8%	Reduced
1155	EARNEST Partners Atlanta, Georgia	$101M	-$774K	15	0.62%	Reduced
1156	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$101M	-$11.3M	6	3.61%	Reduced
1157	Hartline Investment Corp Winnetka, Illinois	$100M	+$8.75M	8	13.97%	Increased
1158	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$100M	-$495K	10	13.63%	Reduced
1159	WP Wedgewood Partners St Louis, Missouri	$100M	-$7.95M	3	14.15%	Reduced
1160	Beese Fulmer Investment Management Canton, Ohio	$100M	+$439K	7	11.29%	Increased
1161	Appleton Partners Boston, Massachusetts	$100M	+$546K	7	8.35%	Increased
1162	NEA Management Company Timonium, Maryland	$100M	-$224M	1	1.19%	Reduced
1163	OP Oldfield Partners London, United Kingdom	$100M	-$4.69M	1	10.73%	Reduced
1164	Sumitomo Life Insurance Tokyo, Japan	$100M	-$4.81M	7	2.68%	Reduced
1165	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$100M	+$123M	1	0.23%	New
1166	Rockland Trust Hanover, Massachusetts	$100M	-$2.34M	6	6.95%	Reduced
1167	CPH C Partners Holding Zurich, Switzerland	$99.4M	-$2.5M	2	20.24%	Reduced
1168	SIC Schwartz Investment Counsel Plymouth, Michigan	$99.3M	-$87.3K	1	4.08%	Reduced
1169	Baker Avenue Asset Management San Francisco, California	$99.3M	+$2.17M	6	5.69%	Increased
1170	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$99.1M	$0	8	13.1%	Maintained
1171	Dakota Wealth Management Palm Beach Gardens, Florida	$99.1M	+$4.27M	6	11.4%	Increased
1172	ECAM East Coast Asset Management Essex, Massachusetts	$98.8M	-$215K	6	23.17%	Reduced
1173	Sheaff Brock Investment Advisors Indianapolis, Indiana	$98.7M	-$5.15M	9	7.25%	Reduced
1174	Waratah Capital Advisors Toronto, Ontario, Canada	$98.6M	-$57.5M	3	1.49%	Reduced
1175	DCP Darsana Capital Partners New York	$98.6M	-$271M	1	3.25%	Reduced