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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	American National Bank & Trust Wichita Falls, Texas	$126M	-$120K	9	14.82%	Reduced
1177	Appleton Partners Boston, Massachusetts	$126M	-$1.7M	6	9.24%	Reduced
1178	Grandfield & Dodd New York	$126M	+$2.08M	6	7.44%	Increased
1179	UM Ulysses Management New York	$125M	+$3.69M	3	11.89%	Increased
1180	MGO One Seven Beachwood, Ohio	$125M	+$5.8M	13	5.41%	Increased
1181	Vest Financial Mclean, Virginia	$125M	+$29.8M	8	2.41%	Increased
1182	ClariVest Asset Management San Diego, California	$125M	$0	14	12.76%	Maintained
1183	Atlantic Union Bankshares Glen Allen, Virginia	$125M	-$2.73M	6	7.25%	Reduced
1184	Penn Davis McFarland Dallas, Texas	$125M	+$17.4M	5	14.04%	Increased
1185	Newbrook Capital Advisors New York	$125M	-$19.6M	2	16.82%	Reduced
1186	PFG Investments Woodbury, New York	$124M	+$210K	11	8.03%	Increased
1187	Means Investment Company Bangor, Maine	$124M	+$491K	9	13.79%	Increased
1188	TCOT Trust Company of Toledo Holland, Ohio	$124M	+$1.5M	6	16.78%	Increased
1189	Tamar Securities Woodland Hills, California	$124M	+$20.4M	6	17.4%	Increased
1190	Middleton & Co Boston, Massachusetts	$124M	-$398K	6	13.66%	Reduced
1191	Mark Asset Management New York	$124M	+$16.5M	5	11.33%	Increased
1192	Dundas Partners Edinburgh, United Kingdom	$123M	+$5.58M	2	8.88%	Increased
1193	Asset Advisors Investment Management Augusta, Georgia	$123M	-$1.93M	5	12.8%	Reduced
1194	TP Theleme Partners London, United Kingdom	$123M	+$120M	1	7.03%	New
1195	Rothschild Investment LLC Chicago, Illinois	$123M	-$625K	23	8.05%	Reduced
1196	CMI Clare Market Investments Dallas, Texas	$123M	+$1.25M	6	32.18%	Increased
1197	CCM Coerente Capital Management Toronto, Ontario, Canada	$122M	+$8.57K	6	22.83%	Increased
1198	Churchill Management Los Angeles, California	$122M	+$1.76M	7	1.4%	Increased
1199	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$122M	-$724K	9	14.48%	Reduced
1200	Wahed Invest New York	$122M	+$9.9M	5	21.67%	Increased