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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
1401	EULAV Asset Management Sarasota, Florida	$135M	+$11.3M	5	3.6%	Increased
1402	GHP Investment Advisors Denver, Colorado	$135M	-$1.78M	15	5.54%	Reduced
1403	ARS Investment Partners New York	$135M	-$1.98M	5	7.88%	Reduced
1404	Palisade Asset Management Minneapolis, Minnesota	$134M	-$3.39M	6	13.09%	Reduced
1405	Hilltop Holdings Dallas, Texas	$134M	-$34.4M	13	7.94%	Reduced
1406	Stephens Investment Management Group Houston, Texas	$134M	+$14.7M	6	1.75%	Increased
1407	Dearborn Partners Chicago, Illinois	$134M	+$5.74M	6	6.69%	Increased
1408	ArchPoint Investors Coral Gables, Florida	$134M	+$817K	4	31.76%	Increased
1409	Anatole Investment Management Central, Hong Kong	$133M	+$31M	2	22.25%	Increased
1410	Confluence Investment Management St. Louis, Missouri	$133M	-$29.7M	4	2%	Reduced
1411	Campbell Newman Asset Management Milwaukee, Wisconsin	$133M	+$2.16M	6	9.75%	Increased
1412	CapWealth Advisors Franklin, Tennessee	$133M	+$80.4K	6	9.1%	Increased
1413	Krilogy Financial St. Louis, Missouri	$133M	+$12.5M	15	4.52%	Increased
1414	AL Arnhold LLC New York	$132M	-$5.66M	9	10.03%	Reduced
1415	Bath Savings Trust Bath, Maine	$132M	-$943K	6	13.2%	Reduced
1416	CIA Covington Investment Advisors Ligonier, Pennsylvania	$132M	-$12.8M	4	18.04%	Reduced
1417	Twin Capital Management Mcmurray, Pennsylvania	$132M	-$497K	11	16.38%	Reduced
1418	Boothbay Fund Management New York	$132M	-$11.5M	15	1.97%	Reduced
1419	Crosslink Capital Menlo Park, California	$132M	-$8.37M	3	10.21%	Reduced
1420	SCS Capital Management Boston, Massachusetts	$131M	-$7.95M	8	1.39%	Reduced
1421	Wealthcare Advisory Partners West Chester, Pennsylvania	$131M	+$9.5M	11	2.58%	Increased
1422	Invictus Private Wealth Denver, Colorado	$131M	+$1.02M	6	7.93%	Increased
1423	Tairen Capital Hong Kong	$131M	-$36.5M	4	13.61%	Reduced
1424	Jaffetilchin Investment Partners Tampa, Florida	$131M	-$2.22M	9	7.65%	Reduced
1425	Heritage Trust Oklahoma City, Oklahoma	$131M	-$1.64M	7	13.3%	Reduced