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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
1251	Jacobs & Co San Francisco, California	$88M	-$1.91M	6	10.97%	Reduced
1252	FCP Fosse Capital Partners London, United Kingdom	$87.9M	$0	1	38.16%	Maintained
1253	First American Trust Santa Ana, California	$87.8M	+$327K	5	12.43%	Increased
1254	PEAK6 Investments Chicago, Illinois	$87.7M	+$45.7M	13	0.4%	Increased
1255	LCM Lionstone Capital Management New York	$87.7M	$0	2	27.35%	Maintained
1256	Te Ahumairangi Investment Management Wellington, New Zealand	$87.6M	-$14.9M	6	14.24%	Reduced
1257	BPIH Broad Peak Investment Holdings Singapore	$87.6M	$0	1	10.74%	Maintained
1258	Dynamic Advisor Solutions Phoenix, Arizona	$87.5M	+$8.06M	9	4.13%	Increased
1259	Leonteq Securities AG Zurich, Switzerland	$87.4M	-$17.7M	24	4.84%	Reduced
1260	Sumitomo Mitsui Financial Group Tokyo, Japan	$87.4M	+$5.66M	8	2.82%	Increased
1261	Water Island Capital New York	$86.9M	-$6.44M	2	7.77%	Reduced
1262	CMI Clare Market Investments Dallas, Texas	$86.7M	-$2.54M	8	33.99%	Reduced
1263	Grassi Investment Management Santa Clara, California	$86.7M	+$6.65M	8	9.97%	Increased
1264	Asset Advisors Investment Management Augusta, Georgia	$86.7M	-$1.32M	3	11.66%	Reduced
1265	Scout Investments Kansas City, Missouri	$86.4M	-$34.1M	3	1.98%	Reduced
1266	Transform Wealth Greenwood Village, Colorado	$86.3M	-$6.44M	5	9.1%	Reduced
1267	Rothschild Investment LLC Chicago, Illinois	$86.3M	+$567K	7	7.28%	Increased
1268	Desjardins Global Asset Management Montreal, Quebec, Canada	$86.2M	-$7.17M	15	9.38%	Reduced
1269	Hawk Ridge Capital Management Los Angeles, California	$86.1M	-$17.6M	1	4.24%	Reduced
1270	Ensemble Capital Management San Francisco, California	$86.1M	-$12.9M	1	8.89%	Reduced
1271	Matrix Asset Advisors White Plains, New York	$85.9M	-$764K	4	12.24%	Reduced
1272	Fund Management at Engine No 1 San Francisco, California	$85.8M	+$13.6M	13	13.14%	Increased
1273	MIM Manitou Investment Management Toronto, Ontario, Canada	$85.8M	-$100K	4	20.38%	Reduced
1274	FRG Family Wealth Advisors Bellevue, Washington	$85.7M	-$768K	5	19.37%	Reduced
1275	Procyon Advisors Shelton, Connecticut	$85.5M	+$30.7M	8	8.76%	Increased