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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
1676	Fund Management at Engine No 1 San Francisco, California	$39.6M	-$2.32M	9	11.64%	Reduced
1677	Community Bank Dewitt, New York	$39.5M	+$658K	11	6.02%	Increased
1678	First Nebraska Trust Lincoln, Nebraska	$39.1M	+$338K	7	5.6%	Increased
1679	Tandem Investment Advisors Charleston, South Carolina	$39.1M	+$4.08M	4	2.22%	Increased
1680	Blue Owl Capital Holdings New York	$39M	+$10.8M	3	16.91%	Increased
1681	Power Corp of Canada Montreal, Quebec, Canada	$39M	+$23.1M	4	5.79%	Increased
1682	Broadleaf Partners Hudson, Ohio	$38.9M	-$165K	4	16.18%	Reduced
1683	Mane Global Capital Management New York	$38.9M	-$13.7M	1	6.5%	Reduced
1684	Cooke & Bieler Philadelphia, Pennsylvania	$38.9M	+$5.22M	1	0.42%	Increased
1685	Auxier Asset Management Aurora, Oregon	$38.9M	-$8.26K	7	7.49%	Reduced
1686	Berry Street Capital Management London, United Kingdom	$38.9M	+$20.4M	1	8.63%	Increased
1687	Clear Street New York	$38.8M	+$21.6M	2	0.9%	Increased
1688	Sky Investment Group Hartford, Connecticut	$38.8M	+$251K	6	10.1%	Increased
1689	TCM Trybe Capital Management Greenwich, Connecticut	$38.8M	-$2.84M	3	26.33%	Reduced
1690	Curi Wealth Management Raleigh, North Carolina	$38.8M	+$1.88M	5	6.42%	Increased
1691	Intrust Bank Wichita, Kansas	$38.7M	-$218K	7	5.97%	Reduced
1692	Iyo Bank Matsuyama, Japan	$38.6M	+$944K	4	20.69%	Increased
1693	Pragma Gestao de Patrimonio Sao Paulo, Brazil	$38.6M	+$3.85M	3	27.56%	Increased
1694	EEP Edgehill Endowment Partners Hamden, Connecticut	$38.5M	$0	1	9.91%	Maintained
1695	Foster Victor Wealth Advisors Greenville, South Carolina	$38.5M	+$1.83M	6	5.61%	Increased
1696	GPC Guardian Point Capital Charlottesville, Virginia	$38.5M	$0	1	28.08%	Maintained
1697	Balasa Dinverno & Foltz	$38.4M	+$2.25M	7	2.43%	Increased
1698	Luxor Capital Group New York	$38.4M	-$52.8M	1	1.23%	Reduced
1699	Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$38.3M	+$4.87M	6	10.25%	Increased
1700	River Wealth Advisors Camp Hill, Pennsylvania	$38.2M	-$1.87M	5	8.24%	Reduced