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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
1201	First Horizon Advisors Memphis, Tennessee	$54.3M	+$7.59M	12	5.08%	Increased
1202	Impala Asset Management Palm Beach, Florida	$54.1M	+$46.1M	2	7.27%	Increased
1203	Kingsview Wealth Management Grants Pass, Oregon	$54M	+$2.59M	8	7.29%	Increased
1204	Ashburton (Jersey) St Helier, Jersey	$53.9M	$0	8	25.75%	Maintained
1205	Fulton Breakefield Broenniman Bethesda, Maryland	$53.9M	+$358K	6	8.04%	Increased
1206	IberiaBank Lafayette, Louisiana	$53.8M	+$4.87M	7	7.09%	Increased
1207	Criteria Caixa Barcelona, Spain	$53.8M	+$10.6M	3	17.98%	Increased
1208	Blue Whale Capital London, United Kingdom	$53.7M	+$16M	3	23.68%	Increased
1209	OMERS Administration Corp Toronto, Ontario, Canada	$53.6M	-$274M	1	2.4%	Reduced
1210	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$53.4M	-$14.2M	6	8.94%	Reduced
1211	DAM Davis Asset Management Sausalito, California	$53.4M	$0	2	6.14%	Maintained
1212	PKO Investment Management Joint-Stock Warsaw, Poland	$53.4M	-$29.7M	3	18.12%	Reduced
1213	Novare Capital Management Charlotte, North Carolina	$53.4M	+$8.51M	4	9.38%	Increased
1214	Vista Equity Partners Management San Francisco, California	$53.2M	-$2.18M	3	3.12%	Reduced
1215	RIT Capital Partners London, United Kingdom	$53.1M	+$61.2M	2	39.4%	New
1216	Campbell Newman Asset Management Milwaukee, Wisconsin	$53.1M	-$11.2K	4	9.09%	Reduced
1217	Meiji Yasuda Life Insurance Tokyo, Japan	$53M	-$7.78M	8	10.62%	Reduced
1218	Nexus Investment Management Toronto, Ontario, Canada	$52.9M	-$1000K	3	9.33%	Reduced
1219	Baxter Bros Inc Riverside, Connecticut	$52.9M	-$279K	3	13.7%	Reduced
1220	Manitou Investment Management Toronto, Ontario, Canada	$52.9M	-$3.71M	2	15.78%	Reduced
1221	Level Four Advisory Services Dallas, Texas	$52.7M	+$4.12M	10	6.32%	Increased
1222	First Hawaiian Bank Honolulu, Hawaii	$52.6M	+$1.05M	11	3.2%	Increased
1223	Simmons Bank Pine Bluff, Arkansas	$52.5M	+$8.3M	8	4.57%	Increased
1224	SteelPeak Wealth Woodland Hills, California	$52.5M	+$3.84M	7	8.29%	Increased
1225	Diversified Trust Memphis, Tennessee	$52.3M	+$3.79M	11	3.06%	Increased