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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	Levin Capital Strategies New York	$91.6M	-$1.68M	8	1.55%	Reduced
777	WhitTier Trust Company Reno, Nevada	$91.5M	+$1.88M	13	7.82%	Increased
778	FA Friess Associates Greenville, Delaware	$91.5M	+$21.1M	5	7.58%	Increased
779	Wealthfront Palo Alto, California	$91.4M	+$4.1M	11	1.02%	Increased
780	SC Shellback Capital Boston, Massachusetts	$91.3M	+$49.3M	4	6.81%	Increased
781	Curi RMB Capital Chicago, Illinois	$90.7M	-$11.2M	8	2.36%	Reduced
782	Dragoneer Investment Group San Francisco, California	$90.7M	+$42.6M	2	14.86%	Increased
783	WMS Partners Towson, Maryland	$90.7M	+$626K	9	10.21%	Increased
784	Farr Miller & Washington Washington, District of Columbia	$90.4M	-$273K	6	8.07%	Reduced
785	Covington Capital Management Los Angeles, California	$90.3M	+$284K	11	5.58%	Increased
786	Ingalls & Snyder LLC New York	$90.1M	-$634K	8	4.14%	Reduced
787	Stack Financial Management Whitefish, Montana	$90M	-$1.14M	3	9.05%	Reduced
788	BP Barker Partnership Grand Cayman, Cayman Islands	$89.7M	+$84.4M	1	78.29%	New
789	Meiji Yasuda Asset Management Tokyo, Japan	$89.7M	-$2.99M	11	8.54%	Reduced
790	WI Wafra Inc New York	$89.3M	-$3.04M	5	4.07%	Reduced
791	RWWM Inc Rocklin, California	$89.2M	+$1.28M	2	29.56%	Increased
792	Zweig-DiMenna Associates New York	$88.1M	-$65.7M	5	9.57%	Reduced
793	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$87.9M	+$2.3M	7	4.72%	Increased
794	Tran Capital Management San Rafael, California	$87.9M	-$3.7M	2	8.35%	Reduced
795	Cookson Peirce & Co Pittsburgh, Pennsylvania	$87.9M	-$2.34M	5	8.23%	Reduced
796	Natixis Investment Managers International Paris, France	$87.3M	-$16.7M	6	9.74%	Reduced
797	Peregrine Capital Management Minneapolis, Minnesota	$87.3M	-$2.42M	3	2.05%	Reduced
798	Think Investments San Francisco, California	$87.2M	+$16.6M	2	20.16%	Increased
799	Windward Capital Management Los Angeles, California	$87.2M	-$155K	5	12.92%	Reduced
800	WesBanco Bank Wheeling, West Virginia	$86.6M	-$52.3M	9	5.87%	Reduced