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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
1176	AlTi Global New York	$110M	+$106M	8	3.38%	New
1177	Check Capital Management Costa Mesa, California	$110M	-$1.52M	3	4.04%	Reduced
1178	Middleton & Co Boston, Massachusetts	$110M	-$1.28M	6	13.71%	Reduced
1179	RNC Capital Management Los Angeles, California	$110M	+$2.68M	6	6.58%	Increased
1180	CQS (US) New York	$110M	+$76.5M	1	10.98%	Increased
1181	BLB&B Advisors Montgomeryville, Pennsylvania	$110M	-$33.2K	6	6.91%	Reduced
1182	Quantitative Investment Management Charlottesville, Virginia	$110M	+$88.7M	9	6.3%	Increased
1183	KMG Fiduciary Partners Toledo, Ohio	$110M	+$1.05M	7	12.75%	Increased
1184	SP Asset Management Cupertino, California	$109M	-$2.31M	8	11.21%	Reduced
1185	Principal Securities Des Moines, Iowa	$109M	+$103M	26	4.07%	New
1186	Amica Mutual Insurance Providence, Rhode Island	$109M	-$8.97M	4	11.8%	Reduced
1187	TritonPoint Wealth Chevy Chase, Maryland	$109M	+$103M	7	10.64%	New
1188	Baltimore-Washington Financial Advisors Columbia, Maryland	$108M	+$3.12M	4	7.52%	Increased
1189	Knights of Columbus Asset Advisors New Haven, Connecticut	$108M	+$1.04M	7	6.98%	Increased
1190	Overbrook Management Corp New York	$108M	-$32.1K	4	21.91%	Reduced
1191	IP Interval Partners New York	$108M	-$103M	7	3.07%	Reduced
1192	Hikari Tsushin Inc Tokyo, Japan	$107M	-$11.6M	3	9.87%	Reduced
1193	Aquatic Capital Management Chicago, Illinois	$107M	+$58.7M	9	2.74%	Increased
1194	Cambiar Investors Denver, Colorado	$107M	-$7.02M	2	4.23%	Reduced
1195	Patten & Patten Chattanooga, Tennessee	$107M	-$5.03M	7	8.78%	Reduced
1196	Dundas Partners Edinburgh, United Kingdom	$107M	+$367K	2	9.31%	Increased
1197	Vancity Investment Management Vancouver, British Columbia, Canada	$107M	-$47.1M	4	15.62%	Reduced
1198	Alphabet Inc Mountain View, California	$107M	$0	1	4.94%	Maintained
1199	Circle Wealth Management Summit, New Jersey	$106M	-$698K	7	2.7%	Reduced
1200	Procyon Advisors Shelton, Connecticut	$106M	+$8.47M	8	9.02%	Increased