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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
1526	Trust Asset Management Houston, Texas	$60.9M	$0	6	6.57%	Maintained
1527	Guardian Capital (Canada) Toronto, Ontario, Canada	$60.9M	-$7.26M	5	2.27%	Reduced
1528	Greenoaks Capital Partners Orinda, California	$60.9M	-$6.51M	2	7.54%	Reduced
1529	Akaris Global Partners New York	$60.9M	+$6.32M	2	15.42%	Increased
1530	Andra AP-fonden Goteborg, Sweden	$60.8M	-$24.5M	8	3.58%	Reduced
1531	Adero Partners Pleasanton, California	$60.8M	+$4.08M	9	5.86%	Increased
1532	Mitchell Capital Management Leawood, Kansas	$60.8M	-$35K	3	14.43%	Reduced
1533	Stillwater Capital Advisors Devon, Pennsylvania	$60.7M	-$532K	4	11.05%	Reduced
1534	Lansdowne Partners (UK) London, United Kingdom	$60.7M	+$63.9M	1	5.55%	New
1535	ARS Wealth Advisors Group St. Petersburg, Florida	$60.6M	-$55.7K	6	9.93%	Reduced
1536	Auxano Advisors Bellevue, Washington	$60.5M	-$5.86M	6	24.74%	Reduced
1537	LS Investment Advisors Bloomfield Hills, Michigan	$60.5M	-$824K	5	11.37%	Reduced
1538	IGYL I.G.Y. Ltd London, United Kingdom	$60.5M	$0	1	37.33%	Maintained
1539	Core Alternative Capital Peachtree Corners, Georgia	$60.4M	+$1.23M	10	9.31%	Increased
1540	Forte Capital Rochester, New York	$60.3M	-$490K	8	9.28%	Reduced
1541	Park Presidio Capital San Francisco, California	$60.2M	+$1.12M	1	15.95%	Increased
1542	Atlantic Union Bankshares Glen Allen, Virginia	$60.2M	+$705K	7	6.17%	Increased
1543	Kiley Juergens Wealth Management Olympia, Washington	$60.2M	-$553K	5	21.73%	Reduced
1544	HBK Sorce Advisory Erie, Pennsylvania	$60.2M	+$249K	9	2.65%	Increased
1545	Blue Fin Capital Warren, Rhode Island	$60M	+$392K	6	17.53%	Increased
1546	Wedgewood Partners St Louis, Missouri	$60M	-$30.4M	3	14.36%	Reduced
1547	Waycross Partners Louisville, Kentucky	$60M	+$2.13M	6	13.25%	Increased
1548	SlateStone Wealth Jupiter, Florida	$59.9M	+$20.2M	7	8.71%	Increased
1549	CCM Cohen Capital Management Corte Madera, California	$59.8M	-$345K	7	12.25%	Reduced
1550	Sound Shore Management Greenwich, Connecticut	$59.8M	-$314K	1	2.29%	Reduced