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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
2576	Fox Hill Wealth Management Dedham, Massachusetts	$30.5M	+$2.01M	6	16.79%	Increased
2577	Bridge Creek Capital Management West Barnstable, Massachusetts	$30.5M	-$403K	6	9.18%	Reduced
2578	AlphaCore Capital La Jolla, California	$30.5M	+$1.55M	6	6.88%	Increased
2579	Legacy CG Plano, Texas	$30.4M	-$5.01M	4	9.95%	Reduced
2580	Hendley & Co Zanesville, Ohio	$30.4M	-$2.1M	4	10.6%	Reduced
2581	NWK Group San Francisco, California	$30.4M	+$1.04M	4	12.37%	Increased
2582	Umpqua Bank Lake Oswego, Oregon	$30.4M	+$214K	6	11.12%	Increased
2583	Pacifica Partners Surrey, Canada	$30.4M	+$1.4M	9	12.54%	Increased
2584	Fortis Capital Advisors Prairie Village, Kansas	$30.4M	-$1.3M	5	10.15%	Reduced
2585	RHDIC R.H. Dinel Investment Counsel Los Angeles, California	$30.3M	$0	2	18.95%	Maintained
2586	Connable Office Inc Kalamazoo, Michigan	$30.3M	-$237K	4	3.05%	Reduced
2587	Lynch Asset Management Yardley, Pennsylvania	$30.3M	-$16.8K	4	12.76%	Reduced
2588	Tikehau Investment Management Paris, France	$30.3M	-$8.54M	3	27.85%	Reduced
2589	Thames Capital Management Roseland, New Jersey	$30.3M	-$3.47M	2	9.44%	Reduced
2590	SP Solel Partners Boston, Massachusetts	$30.3M	-$7.3M	1	5.94%	Reduced
2591	Redwood Grove Capital Palo Alto, California	$30.3M	+$1.39M	2	8.22%	Increased
2592	Ignite Planners San Clemente, California	$30.2M	-$167K	9	6.92%	Reduced
2593	Penbrook Management New York	$30.2M	-$219K	5	19.61%	Reduced
2594	Relyea Zuckerberg Hanson Stamford, Connecticut	$30.1M	+$202K	8	4.59%	Increased
2595	MCG McCollum Christoferson Group Amherst, New York	$30.1M	-$133K	3	8.73%	Reduced
2596	Long Walk Management Greenwich, Connecticut	$30.1M	-$100K	1	12.46%	Reduced
2597	Lincluden Management Mississauga, Ontario, Canada	$30.1M	+$219K	3	3.28%	Increased
2598	Liberty One Investment Management Libertyville, Illinois	$30.1M	+$581K	10	3.07%	Increased
2599	HCM Helios Capital Management Singapore	$30.1M	$0	6	18.52%	Maintained
2600	Capital Insight Partners Scottsdale, Arizona	$30M	+$524K	6	5.25%	Increased