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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
676	GW Henssler & Associates Kennesaw, Georgia	$53.4M	+$2.86M	4	6.27%	Increased
677	Brighton Jones LLC Seattle, Washington	$53.3M	+$516K	5	12.55%	Increased
678	MGC Merchants' Gate Capital New York	$53.3M	+$40.2M	1	3.65%	Increased
679	Penn Davis McFarland Dallas, Texas	$53.2M	+$1.95M	2	11.29%	Increased
680	WI Wafra Inc New York	$53.2M	+$7.55M	3	6.44%	Increased
681	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$53.2M	$0	1	3.54%	Maintained
682	Montrusco Bolton Investments Montreal, Quebec, Canada	$53.1M	+$5.75M	4	3.76%	Increased
683	Summitry LLC Foster City, California	$53M	+$3.03M	3	6.84%	Increased
684	Scotia Capital Toronto, Ontario, Canada	$52.9M	-$7.29M	7	1.18%	Reduced
685	Caledonia Investments (Australia) Sydney NSW, Australia	$52.8M	+$997K	1	5.9%	Increased
686	Jefferies Group New York	$52.1M	+$29.7M	10	0.51%	Increased
687	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$52M	-$295K	6	7.36%	Reduced
688	JCM Jag Capital Management St Louis, Missouri	$51.9M	-$6.96M	5	10.61%	Reduced
689	Rathbones Group Liverpool, United Kingdom	$51.8M	+$11.7M	5	4.16%	Increased
690	Osborne Partners Capital Management San Francisco, California	$51.7M	-$1M	5	6.77%	Reduced
691	Alta Capital Management Salt Lake City, Utah	$51.6M	-$6.3M	3	5%	Reduced
692	First Mercantile Trust Cordova, Tennessee	$51.3M	-$385K	11	3.72%	Reduced
693	IHL Investment House LLC Redondo Beach, California	$50.9M	-$3.71M	5	9.04%	Reduced
694	Daiwa Securities Group Tokyo, Japan	$50.7M	-$215K	9	0.4%	Reduced
695	WhitTier Trust Company Reno, Nevada	$50.4M	+$1.57M	10	5.91%	Increased
696	Foster Dykema Cabot & Co Waltham, Massachusetts	$50.1M	+$1.61M	4	12.5%	Increased
697	Twin Capital Management Mcmurray, Pennsylvania	$50.1M	-$526K	5	5.28%	Reduced
698	Inverness Counsel New York	$50M	+$4.85M	3	3.98%	Increased
699	OAM Oxford Asset Management Oxford, United Kingdom	$50M	+$18.1M	7	1.46%	Increased
700	Myriad Asset Management North Point, Hong Kong	$50M	$0	1	9.95%	Maintained