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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
801	Clarkston Capital Partners Rochester, Michigan	$79.5M	+$7.31M	6	3.28%	Increased
802	Disciplined Growth Investors Minneapolis, Minnesota	$79.4M	-$781K	1	1.66%	Reduced
803	Osterweis Capital Management San Francisco, California	$79.3M	-$3.72M	2	5.95%	Reduced
804	Pacer Advisors Malvern, Pennsylvania	$79.2M	-$7.35M	14	7.02%	Reduced
805	Davidson Investment Advisors Great Falls, Montana	$79.2M	+$16.4M	4	8.56%	Increased
806	GPCM Greenbrier Partners Capital Management Dallas, Texas	$78.8M	$0	3	15.89%	Maintained
807	MML Investors Services Springfield, Massachusetts	$78.8M	+$2.95M	15	1.63%	Increased
808	PC Passport Capital San Francisco, California	$78.5M	+$11.2M	3	21.67%	Increased
809	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$78.3M	+$1.37M	6	4.49%	Increased
810	Picton Mahoney Asset Management Toronto, Ontario, Canada	$78.3M	-$26.1M	4	5.9%	Reduced
811	Bowen Hanes & Co Ponte Vedra Beach, Florida	$78.2M	+$11.2M	6	3.68%	Increased
812	RWWM Inc Rocklin, California	$78.2M	-$2.88M	2	28.03%	Reduced
813	AC Asturias Capital New York	$78M	+$15.5M	2	18.32%	Increased
814	Quest Investment Management Lake Oswego, Oregon	$78M	+$13M	5	9.98%	Increased
815	Wealthfront Palo Alto, California	$77.7M	+$9.5M	11	1%	Increased
816	Peregrine Capital Management Minneapolis, Minnesota	$77.6M	$0	3	1.86%	Maintained
817	Boston Common Asset Management Boston, Massachusetts	$77.6M	-$2.33M	6	9.67%	Reduced
818	Empire Life Investments Toronto, Ontario, Canada	$77.1M	-$6.24M	5	6.23%	Reduced
819	Steward Partners Investment Advisory New York	$77M	+$4.37M	15	7.84%	Increased
820	Highland Capital Management (Tennessee) Memphis, Tennessee	$76.9M	-$499K	8	6.11%	Reduced
821	HC Henshaw Capital Woburn, Massachusetts	$76.5M	-$896K	6	7.83%	Reduced
822	Old National Bancorp Evansville, Indiana	$76.5M	+$238K	11	4.16%	Increased
823	ARS Investment Partners New York	$76.5M	-$4.54M	7	9.85%	Reduced
824	Crestwood Advisors Group Boston, Massachusetts	$76.4M	+$350K	6	6.56%	Increased
825	Cullen Capital Management New York	$76M	-$11.4M	3	2.65%	Reduced