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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
1301	Gladstone Institutional Advisory Palm Beach Gardens, Florida	$81.3M	+$4.03M	10	4.95%	Increased
1302	Quest Investment Management Lake Oswego, Oregon	$81.2M	+$1.04M	4	11.08%	Increased
1303	Water Island Capital New York	$80.8M	+$6.11M	2	6.92%	Increased
1304	Fernbridge Capital Management Los Angeles, California	$80.8M	-$33.5M	3	8%	Reduced
1305	Jericho Capital Asset Management New York	$80.7M	-$473M	1	3.16%	Reduced
1306	SCM Suvretta Capital Management New York	$80.7M	-$31.4M	2	4.31%	Reduced
1307	RiverFront Investment Group Richmond, Virginia	$80.7M	+$14.9M	3	2.63%	Increased
1308	Novare Capital Management Charlotte, North Carolina	$80.6M	-$2.34M	6	8.65%	Reduced
1309	Sumitomo Life Insurance Tokyo, Japan	$80.4M	-$6.32M	6	3.54%	Reduced
1310	FCP Fosse Capital Partners London, United Kingdom	$80.4M	$0	1	30.75%	Maintained
1311	Transcend Capital Advisors Madison, New Jersey	$80.3M	-$129K	10	7.65%	Reduced
1312	Galvin Gaustad & Stein Scottsdale, Arizona	$80.1M	-$10.2M	5	7.77%	Reduced
1313	Mizuho Markets Cayman Grand Cayman, Cayman Islands	$79.9M	+$49.4M	3	15.23%	Increased
1314	Gratus Capital Atlanta, Georgia	$79.9M	+$4.58M	8	5.45%	Increased
1315	Mark Asset Management New York	$79.8M	+$1.05M	5	12.9%	Increased
1316	Lyell Wealth Management Menlo Park, California	$79.8M	-$1.75M	9	10.2%	Reduced
1317	Telemus Capital Southfield, Michigan	$79.7M	-$8.19M	9	6.73%	Reduced
1318	Country Club Bank Kansas City, Missouri	$79.6M	+$60.9K	6	6.33%	Increased
1319	Wellington Shields Capital Management New York	$79.6M	-$16.8M	7	9.72%	Reduced
1320	Deltec Asset Management New York	$79.5M	-$8.29M	6	17.39%	Reduced
1321	RIA RPG Investment Advisory Pleasanton, California	$79.2M	-$2.96M	7	13.68%	Reduced
1322	Origin Asset Management London, United Kingdom	$79.1M	+$2.6M	1	31.01%	Increased
1323	GFI Investment Counsel Toronto, Ontario, Canada	$79.1M	-$1.52M	1	12.04%	Reduced
1324	TCOT Trust Company of Toledo Holland, Ohio	$78.8M	+$3.51M	6	13.31%	Increased
1325	Linscomb Wealth Houston, Texas	$78.7M	-$2.01M	6	4.25%	Reduced