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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
826	Columbus Hill Capital Management Short Hills, New Jersey	$128M	-$48.1M	3	18.52%	Reduced
827	TFP Triple Frond Partners San Francisco, California	$127M	$0	1	12.28%	Maintained
828	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$127M	-$2.11M	7	7.51%	Reduced
829	Telemus Capital Southfield, Michigan	$127M	+$805K	11	10.06%	Increased
830	Twin Capital Management Mcmurray, Pennsylvania	$127M	-$7.63M	7	12.26%	Reduced
831	Brinker Capital Berwyn, Pennsylvania	$127M	+$11.8M	11	4.04%	Increased
832	Barton Investment Management West Conshohocken, Pennsylvania	$127M	-$2.35M	5	12.87%	Reduced
833	TA Trivest Advisors Hong Kong	$126M	-$37.6M	2	17.04%	Reduced
834	Empire Life Investments Toronto, Ontario, Canada	$126M	-$14.6M	4	11.08%	Reduced
835	RIG Roosevelt Investment Group New York	$126M	-$14.3M	5	12.45%	Reduced
836	Chicago Capital Chicago, Illinois	$126M	+$2.52M	7	7.3%	Increased
837	Greenleaf Trust Kalamazoo, Michigan	$126M	+$13M	10	2.21%	Increased
838	SCM Silvant Capital Management Atlanta, Georgia	$126M	-$6.71M	8	22.6%	Reduced
839	Lido Advisors Los Angeles, California	$125M	+$15.8M	9	3.78%	Increased
840	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$125M	+$387K	7	7.14%	Increased
841	Philadelphia Trust Company Philadelphia, Pennsylvania	$125M	-$12.1M	7	13.13%	Reduced
842	Timucuan Asset Management Jacksonville, Florida	$124M	-$211K	1	8.03%	Reduced
843	Sandy Spring Bank Olney, Maryland	$123M	+$3.66M	13	9.17%	Increased
844	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$123M	-$11.2M	6	12.61%	Reduced
845	TA TRB Advisors New York	$123M	+$63.7M	3	60.48%	Increased
846	Montrusco Bolton Investments Montreal, Quebec, Canada	$122M	-$30.2M	3	7%	Reduced
847	Highland Private Wealth Management Bellevue, Washington	$122M	-$1.37M	6	26.31%	Reduced
848	Chilton Capital Management Houston, Texas	$122M	-$4.29M	5	10.44%	Reduced
849	Southeastern Asset Management Memphis, Tennessee	$122M	-$101M	1	3.05%	Reduced
850	Suncoast Equity Management Tampa, Florida	$122M	+$2.71M	5	22.5%	Increased