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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
1226	DNCA Finance Paris, France	$134M	+$30.2M	5	10.42%	Increased
1227	Churchill Management Los Angeles, California	$133M	+$4.44M	7	1.46%	Increased
1228	Fukoku Mutual Life Insurance Tokyo, Japan	$133M	-$2.9M	8	9.6%	Reduced
1229	PFG Investments Woodbury, New York	$133M	+$1.55M	13	8.29%	Increased
1230	Appleton Partners Boston, Massachusetts	$133M	-$2.86M	6	9.82%	Reduced
1231	BDF Gestion Paris, France	$132M	-$11.4M	2	13.58%	Reduced
1232	MayTech Global Investments New York	$132M	+$7.24M	3	15.58%	Increased
1233	Rothschild Investment LLC Chicago, Illinois	$132M	-$246K	23	8.65%	Reduced
1234	Summit Partners Public Asset Management Boston, Massachusetts	$132M	+$70.4M	3	2.51%	Increased
1235	Coerente Capital Management Toronto, Ontario, Canada	$132M	-$466K	6	24.55%	Reduced
1236	ProVise Management Group Clearwater, Florida	$131M	-$7.15M	6	11.27%	Reduced
1237	Atlantic Union Bankshares Glen Allen, Virginia	$131M	-$999K	6	7.62%	Reduced
1238	Pine Valley Investments Marlton, New Jersey	$131M	+$9.9M	10	7.83%	Increased
1239	Ulysses Management New York	$131M	-$3.03M	3	20.9%	Reduced
1240	Twin Capital Management Mcmurray, Pennsylvania	$130M	+$4.99M	10	14.27%	Increased
1241	C Chescapmanager Baltimore, Maryland	$130M	-$27.6M	4	14.01%	Reduced
1242	WAM WT Asset Management Hong Kong	$130M	+$114M	3	14.36%	Increased
1243	DME Capital Management New York	$130M	-$33.8M	1	6.7%	Reduced
1244	IFP Advisors Tampa, Florida	$130M	+$22.3M	28	4.25%	Increased
1245	Grandfield & Dodd New York	$129M	+$2.43M	6	7.95%	Increased
1246	RDST Capital Seattle, Washington	$129M	+$42M	3	18.27%	Increased
1247	Robertson Stephens Wealth Management San Francisco, California	$129M	-$673K	10	4.55%	Reduced
1248	ACM Aljian Capital Management Carson City, Nevada	$129M	-$220K	9	27.97%	Reduced
1249	Candlestick Capital Management Greenwich, Connecticut	$129M	+$14.3M	2	2.97%	Increased
1250	Focus Financial Network Minneapolis, Minnesota	$128M	+$2.05M	8	5.11%	Increased