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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	Applied Finance Capital Management San Juan, Puerto Rico	$184M	-$12.2M	5	13.18%	Reduced
1202	Kepler Cheuvreux Nyon,	$184M	+$26.4M	9	10.38%	Increased
1203	Taikang Asset Management (HK) Hong Kong	$184M	+$23.2M	6	18.18%	Increased
1204	Rheos Capital Works Tokyo, Japan	$184M	-$70.2M	7	11.76%	Reduced
1205	Spyglass Capital Management San Francisco, California	$183M	-$38.2M	2	9.18%	Reduced
1206	Wahed Invest New York	$183M	-$5.92M	5	24.09%	Reduced
1207	Principle Wealth Partners Madison, Connecticut	$182M	+$4.24M	7	10.24%	Increased
1208	J. Goldman & Co New York	$182M	+$21.5M	8	4.79%	Increased
1209	Osborne Partners Capital Management San Francisco, California	$182M	-$15.9M	7	9.36%	Reduced
1210	Silicon Valley Capital Partners San Jose, California	$182M	-$12.3M	12	16.53%	Reduced
1211	Circle Wealth Management Summit, New Jersey	$181M	+$918K	9	2.79%	Increased
1212	Colonial Trust Advisors Spartanburg, South Carolina	$181M	-$240K	13	13.65%	Reduced
1213	PFG Investments Woodbury, New York	$181M	+$14.1M	13	8.54%	Increased
1214	RIM Rovida Investment Management Grand Cayman, Cayman Islands	$181M	-$12M	3	24.63%	Reduced
1215	Dundas Partners Edinburgh, United Kingdom	$181M	-$3.84M	2	12.74%	Reduced
1216	Petrus Trust Company Dallas, Texas	$181M	+$9.45M	4	18.28%	Increased
1217	Abner Herrman & Brock Jersey City, New Jersey	$180M	+$2.12M	6	18.43%	Increased
1218	Bridgeway Capital Management Houston, Texas	$180M	-$232K	15	3.78%	Reduced
1219	Sumitomo Mitsui Financial Group Tokyo, Japan	$180M	-$1.45M	7	3.19%	Reduced
1220	Park West Asset Management San Francisco, California	$180M	+$18.3M	2	14.92%	Increased
1221	TruWealth Advisors Metairie, Louisiana	$180M	-$11.9M	6	8.78%	Reduced
1222	Beacon Investment Advisory Services Morristown, New Jersey	$179M	-$5.34M	7	7.32%	Reduced
1223	ALPS Advisors Denver, Colorado	$178M	-$17.8M	15	1.04%	Reduced
1224	SP SIH Partners Wilmington, Delaware	$178M	+$135M	5	3.37%	Increased
1225	American National Bank & Trust Wichita Falls, Texas	$178M	-$577K	11	16.78%	Reduced