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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
776	AAM AO Asset Management New York	$83M	+$1.77M	4	17.52%	Increased
777	NS Partners London, United Kingdom	$82.8M	+$8.64M	6	9.89%	Increased
778	TP Tesuji Partners Fort Lee, New Jersey	$82.8M	$0	1	8.05%	Maintained
779	MFWM Motley Fool Wealth Management Alexandria, Virginia	$82.6M	-$2.5M	4	7.04%	Reduced
780	ESG Emerging Sovereign Group New York	$82.4M	-$39.7M	2	34.33%	Reduced
781	Livforsakringsbolaget Skandia Stockholm, Sweden	$82.2M	-$2.69M	11	7.36%	Reduced
782	Amica Mutual Insurance Providence, Rhode Island	$81.7M	-$2.58M	8	7.3%	Reduced
783	TAM Telemark Asset Management Boston, Massachusetts	$81.7M	-$11.5M	3	16.79%	Reduced
784	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$81.5M	+$1.04M	6	6.96%	Increased
785	Farr Miller & Washington Washington, District of Columbia	$81.4M	-$440K	6	7.76%	Reduced
786	WI Wafra Inc New York	$81.4M	-$6M	5	3.96%	Reduced
787	Jasper Ridge Partners Menlo Park, California	$81.3M	-$1.43M	5	4.05%	Reduced
788	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$81.2M	+$2.41M	6	9.81%	Increased
789	WMS Partners Towson, Maryland	$81.2M	-$565K	8	9.67%	Reduced
790	Richard Bernstein Advisors New York	$81.2M	+$4.38M	8	5.62%	Increased
791	Select Equity Group New York	$81.1M	-$34.7M	2	0.62%	Reduced
792	Veritable Wilmington, Delaware	$80.8M	-$2.49M	11	1.7%	Reduced
793	ARK Investment Management St. Petersburg, Florida	$80.7M	+$14.1M	6	9.85%	Increased
794	Alta Capital Management Salt Lake City, Utah	$80.4M	+$475K	5	5.19%	Increased
795	LCM Lomas Capital Management New York	$80.4M	+$1.32M	2	16.07%	Increased
796	GTP Global Thematic Partners New York	$80.2M	-$58.5M	2	2.56%	Reduced
797	Covington Capital Management Los Angeles, California	$80.1M	+$2.45M	11	5.29%	Increased
798	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$79.8M	+$71.8M	2	28.74%	Increased
799	WhitTier Trust Company Reno, Nevada	$79.6M	+$476K	13	7.4%	Increased
800	CPH C Partners Holding Zurich, Switzerland	$79.6M	$0	2	22.88%	Maintained